Road Blocks

Road Blocks in Banking Technology and Data Integration
  • Multiple silos of data
  • Incomplete view of the customer
  • Multiple versions of the truth
  • 4-6 weeks to get information
  • Time spent on creating spreadsheets

Insight Technology Platform




  • Any Core
  • Any Source
  • Any Data
  • Any Volume


  • Customers
  • Accounts
  • Relationships
  • Transactions
  • Bank Services
  • Trust
  • Electronic Funds Transfer
  • Demographics
  • Prospect Lists

Data Quality & Integration


  • Daily Updates
  • CASS Certified Address Standardization & Cleansing
  • Fuzzy Matching
  • Customer De-Duplication
  • Householding
  • Data Quality Reports


  • Complete and accurate 360° profile views
  • Discover and link together previously unconnected information
  • Fresh, clean data delivery daily
Accurate insight is not attainable from dirty data.



  • Funds Transfer Pricing
  • Cost Allocation
  • Attrition and Retention
  • Counts
  • Weighted Average Rates
  • And many more!


  • No need for complicated spreadsheet formulas
  • Consistent calculations across all screens and reports
  • Business insight thoughtfully designed for banks and credit unions

Predictive Models


  • Attrition Models
  • Propensity Models
  • Cross Sell Models


  • Predict future events
  • Next best product offers
  • Reduce marketing expenses
  • Identify retention risks


Network Security

  • Enterprise class firewalls
  • Intrusion Detection System monitored 24/7
  • Secure VPN connection via IPSEC tunnels
  • Only secure VPN traffic from your organization to our data center is allowed

Customer Data Protection

  • Data encryption
  • Hardened servers
  • Enterprise class antivirus
  • Daily vulnerability scans

Data Center Security

  • SSAE16 SOC1 Type II
  • 24/7 video surveillance
  • Security guards
  • Redundant generators and network connections
  • Servers are completely and solely under our control at all times

Application Security

  • Best practice reviews throughout design & development
  • Encrypted passwords
  • Enforced password policies
  • Role based security
  • Auditing and tracking of logins, profile views, page views, data edits, etc.

Our unique platform solves challenges bankers have faced for decades. Schedule a demo now!

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