Banking Personalization
by Pinwheel · Digital banking · United States
Advanced banking personalization leveraging real-time income, investments and payment data for 360-degree customer understanding.
What Banking Personalization does
- Real-time income data access
- Investment data tracking
- Payment source monitoring
- 360-degree customer financial picture
What Banking Personalization is used for
- Build personalized banking experiences
- Understand full customer financial life
- Deliver personalized banking
Who Banking Personalization is for
- Banks
- Fintechs
About Pinwheel
Direct deposit switching, bill payment switching, income verification, and payroll-connected banking APIs.
Pinwheel in the vendor registry: its products, features and similar vendors.
Also by Pinwheel
- Deposit Switch: Industry-leading direct deposit switching API covering 100% of U.S. payroll scenarios with credential-less PreMatch technology.
- Bill Switch: Bill payment switching API for ACH and card-on-file recurring payment migration from legacy banks.
- Switch Kit: Bundled deposit switch and bill switch solution for capturing both direct deposits and bill payments in a single onboarding flow.
- Verify: Real-time income, employment, and identity verification API sourced directly from payroll systems.
- Bill Manager: Subscription management API for identifying, managing and cancelling recurring bills to boost customer engagement.
- Taxes: Payroll tax API to retrieve W-2s, 1099s and paystubs directly from payroll without user uploads or fraud risk.
More in this category: Digital banking platforms.
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Built by Vederca from public sources, last updated 2026-10-18.