Built for Community Financial Institutions

Turn depositor signals
into action this week.

Nudge condenses your core, your depositors, and your market into a brief, a campaign, and a branch call queue — ranked, ready, and routed before standup.

Run a free competitive scanBook a call
Scene 1 of 3: Pipeline
How it works

Turn signal into something your team can run.

Hover or tap a source on the left. Watch Atlas turn market pressure, product gaps, and depositor signals into briefs, campaigns, and action queues.

01Connect
02Understand
03Act
ATLASListening
01Connect
02Understand
ATLASListening
03Act
Waiting for signal…
Secure data handling · SOC 2 Type II Compliant
Insight types

The signals that become action.

Nudge reads transactions, product gaps, depositor behavior, and market context to surface the opportunities your team should act on first.

This QuarterLast Quarter
FrugalCar OwnerLarge BankEats OutTravelerDIY HomeCredit BuilderGig Income255075100

Transaction enrichment

Understand the why behind every transaction. Surface income changes, large inflows or outflows, external loan payments, recurring payments, and spending shifts.

Cross-sell predictions

Find relevant loan, deposit, and service opportunities by combining relationship data, transactions, demographics, and market context instead of relying on product gaps alone.

No RiskAt Risk
All Depositors8,892
21%79%
1-5 Years2,781
21%79%
<1 Year999
20%80%
5+ Years5,112
21%79%

Retention risk

Spot early signs of disengagement: deposit movement, reduced activity, competitive payments, and relationship gaps that may erode loyalty.

6,598depositors
  • Emergency Fund5,617
  • Retirement Sav...437
  • Life Insurance362
  • Investing92
  • College Savings78

Life event insights

Recognize likely changing needs using relationship, demographic, and community context, from first accounts and auto loans to homeownership, retirement, and wealth transfer.

This QuarterLast Quarter
FrugalCar OwnerLarge BankEats OutTravelerDIY HomeCredit BuilderGig Income255075100

Transaction enrichment

Understand the why behind every transaction. Surface income changes, large inflows or outflows, external loan payments, recurring payments, and spending shifts.

Built for every team

Give every team the right work to run next.

Leadership gets briefs, marketing gets campaigns, and branch teams get action queues built from the same depositor and market signals.

Depositors47,284+2.3% MoM
Deposits$124k+$13.1k
Leadership

Competitive pressure and growth priorities, already briefed

See competitor moves, product gaps, depositor signals, and executive-ready priorities without waiting on another report.

HELOC refi · readyv2
1,284 qualified depositors
EmailSMSDirect mail
Marketing

Campaigns built from real depositor and market signals

Turn product gaps and depositor opportunities into ready-to-review campaigns, offers, and outreach across channels.

MA
Maria Alvarezlow
DP
Damon Piercehigh
JK
Jordan Kimlow
Branch teams

Action queues for the depositors worth calling now

Give frontline teams prioritized lists, talking points, and follow-up actions based on relationship and market context.

Atlas agent

Ask. Analyze.
Act.

Atlas is your in-product agent for depositor and market work. Ask about competitor pressure, product gaps, or deposit risk, and Atlas answers from your connected institution data. Then it drafts the brief, campaign, or team action you need next.

Depositor and market context from your latest available dataAnswers grounded in your institution's dataCreates the next artifact
AtlasThinking with your data · online
live
 
Next step

Start with a free scan, then go deeper.

Search your institution, get a competitive brief, sign up for limited access, then expand into the broader product when you are ready. The free scan does not require depositor data.

How the free scan works

Search your institution. Get the brief.

Start with a free competitive scan that does not require depositor data, review a limited-access brief, and then continue into the product if you want to turn those findings into action.

  • Step 1Search your institution
  • Step 2Get a competitive brief
  • Step 3Sign up for limited access

No depositor data required.

Get your free competitive brief
Explore the product flow

Book a call with the team.

See how Nudge turns a free competitive scan into clear next steps: competitor insights, Atlas recommendations, campaigns, and branch-ready action lists.

  • View depositor insights
  • See recommended actions
  • Identify competitive pressures

No cost. No obligation.

Book a call