Unlock growth opportunities for financial institutions.
Transforming member data into actionable strategies that drive growth and enhance member experiences.
Data to dollars: success stories that speak for themselves.
Unlock the full potential of your data to drive growth, enhance financial wellness, and improve digital engagement. By leveraging targeted insights, you can increase deposits, boost cross-selling opportunities, and provide smarter financial solutions.
Empower your customers with the right products at the right time—building trust, strengthening relationships, and accelerating business success.
20%
20%+ Increase in term deposit growth from targeted mortgage holders.
100%
100%+ Increase in deposits through strategic financial wellness education.
How we do it.
The subscription service is designed to bring focus to understanding your members’ behaviours and how you can leverage all of this to drive growth and improve member experiences.
We provide the initial baseline analysis and recommendations and a quarterly update, all for an annual subscription fee.
Unearth Your Most Valuable Members
Discover your top performers and what sets them apart. We'll dive deep into demographics, location, relationship strength, investment levels, and transaction activity to give you a crystal-clear picture. (Think of it as finding your credit union's hidden MVPs.)
Pinpoint Product Powerhouses
Identify the key characteristics of members who love each of your products. This insight will help you target the perfect audience for new offerings.
Track and Capitalize on Change
Understand how trends shift over time. We'll help you analyze what drives member behavior, like comparing what influenced member attrition in 2023 versus 2024, or what led to successful member acquisition in different seasons.
Get Instant Answers with Internal Chatbots
Equip your team with AI-powered chatbots that can quickly query data and provide insights into member behavior, whenever they need it.
Predict the Future with Recommendation Models
Leverage advanced machine learning to identify members who are prime candidates for specific products, based on cost-effectiveness and potential profit.
Turning Data into Growth-Driven Strategies.
InsightWerx empowers credit unions and financial institutions to transform raw member data into actionable strategies for growth and enhanced member experiences. Through our subscription-based service, we deliver rapid analysis and AI-driven insights, uncovering your most valuable members, pinpointing product powerhouses, and predicting future trends. We leverage advanced analytics, including value-based scoring, behavioral segmentation, and personalized recommendations, to provide a comprehensive understanding of your member base.
Our platform offers smart dashboards and AI-powered chatbots for real-time access to critical information, enabling informed decision-making and operational efficiency. We provide targeted growth pathways, product bundling strategies, and geographic targeting, all designed to drive revenue growth and improve member satisfaction. With InsightWerx, you gain precise insights into member behavior, optimize marketing efforts, and deliver personalized financial solutions, all within a 30-day turnaround.
Unlock the hidden potential with your member data
In today's competitive landscape, credit unions need to leverage every advantage to thrive. Your member data holds valuable insights, but are you truly harnessing its full potential and in a timely manner?
Our proven methods provide rapid analysis of your data, regardless of the size of your organization. By leveraging the data sensing and comprehension capabilities of our solution, we can deliver actionable results in 30 days or less. Simply provide your data from your data warehouse or an Excel sheet, and we'll immediately analyze the patterns within it.
Smarter member insights for stronger financial strategies.
InsightWerx leverages AI and advanced analytics to drive smarter decisions, optimize marketing, and enhance member experiences. Our platform delivers real-time insights through smart dashboards and AI chatbots, fueling growth and efficiency.
Advanced member insights
InsightWerx empowers credit unions to analyze customer behavior and identify high-value engagement opportunities. Our subscription-based analytics approach unlocks the power of advanced analytics and AI to enable smarter marketing and sales decisions.
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Value-based scoring: Assess member potential with proprietary scoring that evaluates demographics, product ownership, tenure, and financial behaviors.
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Behavioral segmentation: Leverage AI to identify patterns in product adoption, credit profiles, and geographic hotspots.
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Demographic analysis: Target specific member categories with tailored strategies, such as agricultural members or new customers.
Personalized recommendations
We deliver individualized insights for financial institutions and aggregated consortium-based analytics, so better outcomes for financial institutions and their customers are achieved.
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Targeted growth pathways: Develop personalized roadmaps to transition low-engagement members into high-value contributors.
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Product bundling: Design offers like term deposits or checking accounts to strengthen relationships and drive new product adoption.
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Geographic targeting: Focus marketing efforts on identified high-potential postal codes.
Smart dashboards and AI-powered insights
InsightWerx offers smart dashboards and AI-powered insights to help financial institutions make informed decisions in real time.
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Interactive dashboards: We visualize and analyze your institution's raw data to rapidly gain actionable insights for strategic decision-making.
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Predictive analytics: Highlight the top drivers for engagement and revenue growth with statistically valid insights.
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Generative AI chatbots: Enable financial institutions to interface with AI-driven recommendations in real time.
Key Benefits
We empower smarter decisions, drive revenue, streamline operations, and enhance experiences with AI-driven financial insights.
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Enhanced decision-making: Gain precise insights into customer behavior and identify growth opportunities.
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Revenue growth: Drive product adoption with data-driven campaigns and cross-sell strategies.
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Operational efficiency: Reduce marketing inefficiencies with targeted, AI-powered approaches.
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Better member experiences: Deliver personalized financial solutions to meet customer needs effectively.
