Front to Back Digitalization

Plug-and-play solution for a wide range of products and services

Customized Underwriting

Select and define risk metrics to fit every risk appetite

Data-Driven Models
- Cash flow projection
- Financial account aggregation
- Income spending analysis
- Affordability assessment
Diverse Metrics
- Credit reports
- Cash flows
- Financial behavior
- Personal reference

Online marketing and collaboration tools

Referral Network
- Community organizations
- Employer partnerships
- Seamless collaboration
- Referral tracking and analysis
Marketing Campaigns
- Digital coupon codes
- Dynamic landing pages
- Effectiveness analysis
- Demographic reporting

Accommodate short-term customer needs while delivering long-term results

Unique Features
- Alternative credit analysis
- Automated Smart ACH(R)
- Same-day funding
- Free PFM tools
Financial Coaching
- Forecasting and budgeting tools
- Personal financial coach
- Comprehensive financial picture
- Automated tips and alerts

Accurately and objectively measure your impact and performance

Data Driven Analysis
- Before and after comparison
- Segmentation analysis
- Portfolio analysis
- Credit, asset, cash flow metrics
Comprehensive Reporting
- Real time management reports
- Downloadable data analytics
- Impact analysis and tracking
- Metro II reporting