About Leonardo Zachary
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David McGowan
The answers to your questions.
What does your platform do?
Our software helps banks, payment companies, and vertical SaaS platforms automatically cross-sell financial and non-financial products to their existing small business customers. We use real-time data, behavioral insights, and prebuilt workflows to boost product adoption and lifetime value.
Who is this built for?
We serve commercial banks, payment processors, and software companies that have small business customers and want to drive deeper engagement and revenue through embedded product cross-sell.
What kinds of products can be cross-sold?
We support a wide range of financial products including business loans, credit cards, savings accounts, merchant services, and treasury products. We also help you cross-sell your own core or partner services to merchants.
How is this different from a CRM or marketing tool?
Unlike generic CRM or campaign tools, our platform is purpose-built for product penetration and wallet share. It identifies the right customer, the right product, and the right moment—then delivers it automatically, with minimal lift from your team.
What data do you need to get started?
We typically use merchant transaction data, product usage history, and engagement patterns. Our platform integrates easily with your existing systems to extract and analyze this data securely.
How long does it take to implement?
Most customers are live in under 30 days. We offer preconfigured modules for fast deployment and can tailor workflows to your products and policies.
Is this secure and compliant?
Yes. We follow strict data privacy and security protocols, including encryption and role-based access controls. Our solution is SOC 2-ready and supports your regulatory obligations.
How do I see this in action?
We’d be happy to show you a demo customized to your use case.