Automate Financial Wellness

Delight customers. Gather insights.
Deliver the right product at the right time.
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What is Account Pilot?
An AI-powered financial wellness platform that automates financial stability for customers and empowers efficient, impactful customer engagement for banks and credit unions

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    Customer Mobile App

    Automates budgeting and financial education. Provides access to just-in-time products and services.

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    CRM Dashboard

    Provides predictive analytics, product recommendations, and customer engagement tools.

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    AI-Powered Automation

    Empowers proactive customer outreach. Derisks lending and automates repayments.

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Why Account Pilot?

Deliver Results Without Increasing Staff Workload

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    Increase New Deposits and Account Balances
    Deposit account balances increased by an average of $1,400** per account holder
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    Smart Services, Seamlessly Integrated
    Account Pilot streamlines and integrates into your client management systems
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    Superior Consumer Engagement
    Users engage with account data and advice more than eight times per day, on average
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    Loan Performance and CRA Production
    Right-sized loans based on user goals; On-time repayments managed by the service

Compete and Win in Open Banking

Grow Deposits and Lending by Empowering Customers

The customer app uses behavioral economics-based approaches to promote your clients' financial education, savings progress, and bill pay discipline. Account Pilot incorporates alternative lending models tailored to your clients' unique financial situations, goals, and ability to repay.

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    From Stress to Success: Meet Sara

    Discover how Account Pilot transformed Sara’s life—from financial uncertainty to achieving stability and peace of mind.

    Learn More about Sara's Journey
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    Unlock New Revenue Streams

    Explore how integrating our smart financial tools drive deposit growth, open new profitable customer segments, and secure untapped lending opportunities.

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