Revio Insight

Founded 2020

Track customer money movement to protect deposits and detect competitor attrition

Pricing model

Demo

You can use Revio Insight to monitor where customer funds are moving and uncover relationships at risk of attrition. It analyzes account transactions to flag outgoing transfers, stopping payroll credits, and competitor payments. Relationship managers receive ranked signals, dollar-sized opportunities, and meeting briefs with talking points. You can build targeted audiences using natural language prompts, export data to CSV, or sync directly with CRMs like HubSpot. It also provides an AI conversational agent and an MCP server for third-party AI clients.

What Revio Insight does

Flag outbound transfers to competitor banksGenerate customer meeting preparation briefsCreate targeted customer lists using plain language promptsSync customer audience lists to HubSpot on a recurring scheduleTrack and assign relationship management tasksMonitor commercial accounts for stopped payroll depositsIdentify held-away loan and credit card balancesExport account audience segments to CSVDeterministic signals that flag outgoing transfers, stopping payrolls, and maturing depositsAutomated identification of competitor institutions from raw payment descriptionsMeeting preparation briefs with executive summaries, talking points, and tailored offersConversational AI agent that answers portfolio and transaction questions in natural languageAudience builder that turns plain English descriptions into account filter criteriaMCP server connectivity for Claude, ChatGPT, and Copilot integrationBuilt-in task manager for assigning and tracking customer retention workflowsScheduled list syncing directly with HubSpot and Creatio CRMs