Revio Insight shows where your customers' money moves — the competitors taking it, the relationships at risk, and the dollars up for grabs. Signals, an AI agent, meeting briefs, and audiences turn it into action.
Where the money goes, what it's worth, and which relationships need attention — surfaced daily, sized in dollars.
Every payment traced to the institution on the other side — by name, not by guesswork.
Sized from observed volume — not modeled, not projected — so priorities rank themselves.
Attrition looks obvious in hindsight — the pattern shows up months early. Signals flag it while a save call still works.
Banks, card issuers, brokerages, insurers, payroll providers — pulled straight from the raw descriptions.
Every question becomes a ticket for the data team. The agent answers in seconds, from your own numbers.
From the teams running Revio Insight today.
“We’ve already captured $50M in commercial card volume! We’re also winning deposits.”
“Revio Insight has the best white-glove, hands-on service. We use a lot of platforms. No one supports us like they do. We’re not treated like a ticket in a queue. We get help really fast.”
“We’ve won five merchant services referrals in just two months!”
“Wow! The opportunities Revio Insight identified are magnificent!”
Detection, answers, briefs, audiences, and AI access — each module hands your team something to do, not something to read.
Deterministic signals watch every account with each data load. Protect signals catch customers before they leave: payroll stops, competitor transfers, micro-deposits. Grow signals surface openings while they're warm: maturing CDs, extraordinary deposits, new accounts.
The Revio Insight Agent answers questions about customers, opportunities, competitors, branches, and portfolios in plain English — every number pulled by a real query against your data, with the date range stated.
Revio Insight Deep Analysis turns a customer's accounts, 90 days of activity, and detected opportunities into a strategic brief: the meeting objective, talking points, questions to ask, and offers to present.
Type what you want in plain English — the AI turns it into explicit, editable filters with a confidence rating and its assumptions spelled out. Preview the exact customers, accounts, and balances before you save.
The Revio Insight MCP server puts the full agent inside any MCP-compatible AI. Your team asks about opportunities, customers, and competitors without leaving the tools they already use — read-only by design.
Whatever your stack looks like — a full CRM or a shared inbox — every insight has somewhere to go.
A task manager built into Revio. Turn any signal, audience, or customer into a task — assigned to a teammate, dated, prioritized, and tracked to done.
Already on HubSpot or Creatio? Revio meets your team there instead of adding another tab.
Nothing is locked in. Every list, every dataset, every relationship — exportable and printable.
The same enriched data, a different job done for every person in the bank.
"I start the day with a ranked queue, walk into meetings briefed, and my portfolio answers me directly."
"I describe a segment in a sentence, preview the exact list, and sync it to HubSpot the same morning."
"I see what's leaving, who's taking it, and what stemming it is worth — without commissioning a report."
"One SFTP feed in, SOC 2 controls throughout — and nothing touches the core."
Independently audited security, availability, and confidentiality controls.
Grow deposits. Defend at-risk relationships. Win back held-away card spend. Activate new accounts. Tell us the goal, and the session is built around it — your use cases, your questions, and a concrete plan for your institution.
A session shaped to your goal — explore, grow, retain, or win back
The exact workflows your team would run, end to end
Leave with a plan: data feed, onboarding, and pricing — no follow-up maze
We'll email you within one business day to set up a time. It's a 30-minute call — bring your questions.
