Neocova

Software DevelopmentTexas, United States11-50 Employees

Revio Insight is a Relationship and Growth Intelligence platform that helps banks and credit unions multiply productivity without adding headcount. It gives teams the insights they need to identify top opportunities and risks and helps them understand how customers and members use competitors.

In an industry first, Revio Insight's AI-powered Agent lets banks and credit unions chat with their core banking data and get instant insights.  

Teams can ask questions using plain language, including:

- I'm a relationship manager. Which customers should I contact this week based on commercial loan refinancing opportunities over $50K?

- Which of my customers have relationships with XYZ Bank, which was recently acquired?

- I have a meeting with a customer tomorrow. Show me where they’re using competitors and any relevant opportunities.

- What are the largest deposit opportunities for my relationship managers this quarter? Please share a detailed list and assign the tasks for follow-up.

- Compare the balances of my customers who have direct deposit vs those who don’t, then build an audience so I can conduct a win-back campaign for my non-direct deposit customers. 

The Revio Insight platform analyzes core banking data to detect deposit flows and product usage with outside financial providers. It shows when customers move money to competitors, when they use other institutions for loans, cards, or investments, and where there is potential to deepen each relationship.

By giving teams immediate access to the insights they need, banks and credit unions can make their teams more productive and successful. We'll show you how.

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