Customer Profile Builder & Automated Rate Alerts

The most effective way to get customers to move all their loans and deposits to your bank

Customer Profile Builder & Automated Rate Alerts
Uncover Assets

Uncover Assets

Find and keep track of all your customers' loans and deposits at other financials without being intrusive

Customer Rate Alerts

Customer Rate Alerts

Customers get rate alerts automatically via text or email when your bank rates beat their current ones.

Complete Relationship

Complete Relationship

BankBright helps your bank be the one and only bank for your customers

Profile Builder

The Customer Profile Wizard is the first and easiest way to uncover where your customer mortgages loans and deposits are.  Bankers can easily walk through the wizard with the customer or they can email it to them to fill out on their own.  Consumers love being able to see what rates your bank can beat the moment they click submit.

Customer Rate Alerts

Automatically alert customers via text or email the moment your rates are better than what the customer currently has with other financial institutions.

Matt Rosenthal

BankBright has helped us profile customers effectively and without being intrusive. Knowing where all of our customers' loans and deposits are plus the automated alert feature is invaluable. Our customer response to rate changes and cross selling has drastically improved.

Matt Rosenthal EVP Commercial Banking
Steve Peotter

Before BankBright's customer profile builder and rate alerts, we had no idea where our customer's loans and deposits were outside of our bank. Our goal is to house all of our customer products and this system has made that much easier. Our customers get automated alerts when we can beat their current rates at other financials without our bankers having to run reports. I recommend this system to any bank that wants to know their customer.

Steve Peotter CEO - Oregon Community Bank
Kelly White

We have never had a formal referral program at our bank. We were emailing referrals and not tracking them. FinancialRefer helped us implement a process for sending, tracking and reporting on referrals between staff. FinancialRefer was easy to implement and we saw immediate results of more cross-sales within the first week. We did not know we needed a referral system, but are glad we have one now.

Kelly White Marketing Director
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