Finance

Put the relationship in relationship banking

Trust and communication build relationships. Build your communication on data you can trust - in your data warehouse. Leverage all client data from in-branch to mobile banking to proactively engage with clients across their financial lifecycle in the most impactful channels.

Put the relationship in relationship banking

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Create Customer Segments with No SQL Required

Now any team can build customer lists in your Data Warehouse for sales and marketing campaigns in minutes, no SQL required.

  • Visual Audience Builder

    Visual Audience Builder

  • SQL Audience Builder

    SQL Audience Builder

  • Share Audiences
    Share Audiences
  • Audience Templates
    Audience Templates
  • Approvals and Governance
    Approvals & Governance
Flywheel self serve web interface
Intelligent Self-Serve Segmentation
showcase features

Intelligent Self-Serve Segmentation

Use machine learning to segment audiences and target your messaging to cross-sell free checking account holders to savings accounts, advisory services and more.

  • At Risk Customers

    At Risk Customers

  • High Potential Buyers

    High Potential Buyers

  • Seasonal Spenders
    Seasonal Spenders
  • Regular Loyalists
    Regular Loyalists
  • Likely Winback
    Likely Winback
  • RFMD Segments
    RFMD Segments
Get Started

Everything Stays in Your Data Warehouse

Launched directly on Snowflake, BigQuery, or Redshift, so your customer data always stays exactly where it should be.

Learn More
Data Warehouse sending data to Marketing Platforms

Industry Resources and Use Cases

  • Visual Audience Builder

    Visual Audience Builder

  • SQL Audience Builder

    SQL Audience Builder

  • Share Audiences
    Share Audiences
  • Audience Templates
    Audience Templates
  • Approvals and Governance
    Approvals & Governance
Product
How to Activate Data from BigQuery to TikTok Ads

How to Activate Data from BigQuery to TikTok Ads

Learn how to activate customer data from BigQuery to TikTok Ads in the time it takes to brew a cup of coffee.

What is CDP Identity Resolution Missing?

What is CDP Identity Resolution Missing?

Can you confidently say that you’ve solved Identity Resolution and have a single view of your customers? Once you do, analyzing and activating your customer data is easy. If you’re not quite there yet, have no fear - you’re not alone! Let’s dive in together on the foundations of Identity Resolution and find out why the data warehouse is the best place to build this foundation, and why CDPs do not give you the full picture.

Marketing
How to Get Customers Through Your Onboarding Process Faster

How to Get Customers Through Your Onboarding Process Faster

Even with a well-designed onboarding process, customers can still take their time. But there are some things you can do to help them through the process quickly, and start your relationship off with a great customer experience.

Drive Revenue with Flywheel

Here are the most common use cases we see with Flywheel.

  • Visual Audience Builder

    Visual Audience Builder

  • SQL Audience Builder

    SQL Audience Builder

  • Share Audiences
    Share Audiences
  • Audience Templates
    Audience Templates
  • Approvals and Governance
    Approvals & Governance

Looking for guidance on your Data Warehouse?

Supercharge your favorite marketing and sales tools with intelligent customer audiences built in BigQuery, Snowflake, or Redshift.

Get Demo