Deposit Growth Engine
Customers who feel protected stay longer and bring more business.
One platform that retains deposits, deepens engagement, reveals share of wallet, and brings the whole family into your institution.
One platform, three ways it grows and retains deposits.
Relationship Retention
By helping customers navigate life’s financial challenges, institutions build deeper trust, stronger loyalty, and relationships that last.
Embedded Marketing Platform
A built-in high-engagement marketing communication channel, without the work. Relevant offers, educational content, and next-best-product within an experience customers actively use and trust.
Share of Wallet Visibility
Move from guessing to knowing, providing greater visibility into outside financial relationships and the opportunities to deepen them.
Deposit Growth Engine
Grow and retain deposits.
When customers feel safer, they engage more deeply with their financial institution. They connect accounts, consolidate balances, involve family members, and remain loyal during life’s most important transitions.
Request a DemoWhy it works
Customers connect their financial lives, monitor for threats, involve trusted family members, and build stronger relationships with the institution helping protect them. Then they bring more of their money into that circle of protection, it really is that simple.
Relationship Retention
Customers who feel protected, stay.
Most banking relationships are invisible until a customer needs something. We change that. Carefull creates meaningful, valuable touchpoints through alerts, insights, educational content, and family engagement.
By helping customers navigate scams, fraud, financial caregiving, and aging-related challenges, institutions become more than a place to hold money, they become a trusted partner in protecting financial wellbeing.
Embedded Marketing Platform
A marketing channel customers actually engage with.
Rather than creating more noise, Carefull delivers relevant information at relevant moments. Because the information is timely, personalized, and genuinely useful, customers pay attention.
Carefull users consistently open 70%+ of Carefull emails, creating a highly engaged audience and a trusted channel for financial institutions.
Share of Wallet Visibility
You can’t grow what you can’t see.
Most financial institutions only have visibility into the accounts they hold. As a result, significant deposits, investments, loans, and financial relationships often remain hidden at competing institutions.
On average, Carefull users connect 5.3 financial accounts.
Carefull members connect their full financial lives; and the more they connect, the more they are protected. Through Carefull, institutions gain visibility into the outside relationships and balances they have the opportunity to win.
