Type what you want in plain English. The AI turns it into explicit, editable filters — confidence rated, assumptions stated — and previews the exact customers, accounts, and balances before you save. No SQL, no ticket, no two-week wait.
Segmentation isn't hard because banks lack data — it's hard because the data sits behind a queue, a query language, and a snapshot export.
Marketing asks, the request joins the queue, SQL gets written, a CSV comes back — with the wrong criteria. Round two starts Monday.
"High-value" meant $200K to you and $20K to the query. When filters live in code, nobody can check the brief against the list.
A CSV is a snapshot. Balances move, accounts close, CDs mature — and your campaign quietly targets last month's book.
The AI builder and the manual builder produce the same thing: explicit filter groups anyone can read, edit, and re-run. Start with a sentence, finish with precision.
AI build: plain English in, filters out — with a confidence rating and every assumption listed. Delete any condition you don't want.
Manual build: include and exclude filter groups, combined with AND or OR — full control for power users.
Same-account precision: conditions in a group match on one account. "Checking over $50K with direct deposit" never means a $50 checking plus direct deposit somewhere else.
Preview first: customer count, account count, total balance, and product mix — expand any customer down to the matching accounts.
Every filter runs on your own relationship and transaction data — the criteria a core report can't give you.
Payroll, Social Security, retirement, investment: primacy in one filter.
None, underutilized, utilized — plus card activity from none to high.
0–10 engagement score per checking account — find the disengaged before they leave.
ACH, card, debit, and credit counts and amounts — precomputed and fast.
Direction, gateway, competitor, amount, and frequency — down to "3+ wires out per month."
Dollar or percent moves over 7, 15, 30, 90, or 180 days, up or down. Deposit-flight targeting in one condition.
Checking to CDs, HELOCs to SBA loans — deposit and loan sides both filterable.
"Opened in the last 90 days" or "matures in the next 120" — the timing filters campaigns live on.
Single-product households are your cheapest growth — one filter finds them.
Active, inactive, closed, charged-off; personal vs. corporate accounts.
Or both — with age, birthday month, city, state, and ZIP on the consumer side.
Scope any audience to a team — options populated from your own org data.
Filter on Revio's detected opportunity categories — "everyone with consumer credit card leakage."
Target customers transacting with a specific institution or provider — by name.
No credit scores, no inferred income, no purchased data. Your own book, defensibly targeted.
A saved audience stores its criteria, not a frozen list — every export and sync re-runs against your latest data.
Counts, balances, product mix — then expand any customer to see exactly which accounts matched, down to the transactions.
Folders for your team's audiences, with sharing you control: private, view only, or can edit.
One flattened file or customers + accounts as a pair — around 40 columns to choose from, delivered as a ZIP.
Any audience becomes a HubSpot list — consumers as contacts, businesses as companies — refreshed daily, weekly, or monthly.
Create Engagement Manager tasks straight from audience results, so the list becomes calls, not a file.
Overlap two audiences Venn-style and keep the region you need — "in the campaign, not yet contacted."
A few favorites from Revio's prebuilt library and customer-success playbook — each one is a sentence away, and there are plenty more behind them.
Activation outreach before the new account goes dormant — the cheapest retention you'll ever run.
Renewal conversations before the borrower shops the refinance. Lending's favorite list, always current.
Businesses already processing payments — pitch your merchant services with their observed volume in hand.
The lending relationship without the operating account. Treasury cross-sell, pre-qualified by behavior.
Primacy is the whole game in retail. Find every non-primary relationship and make the switch offer.
Loan-only customers already trust you with debt — the deposit pitch is warmer than any prospect list.
Audiences aren't locked in one screen — they're wherever the idea happens.
The full builder: AI dialog, filter groups, preview table, folders, sharing, exports, and syncs.
See it live"Build an audience of…" mid-conversation — preview the count, confirm, and it's saved to the same workspace.
Explore the AI AgentSaving an audience is the one write the MCP server allows — build a list without leaving your AI tool.
Explore the MCP ServerThirty minutes. Bring a campaign you've been meaning to run — we'll build the audience in the session, preview the list, and show the path to HubSpot or CSV.
Your segment, described live — AI build and manual refinement
The full criteria library, including balance-change and competitor filters
Export, HubSpot sync, and how audiences stay current
We'll email you within one business day to set up a time. It's a 30-minute call — bring your questions.