Pinwheel API

Pinwheel API

Pinwheel API offers advanced tools for income verification, direct deposit switching, and subscription management, enhancing financial services for customers.

Location: United States
Software Type: Web App

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Description

Pinwheel provides a suite of financial tools aimed at enhancing banking customer experience through innovative solutions for bill management, income verification, and direct deposit switching. The core products include:

  • Pinwheel Bill Navigator: This tool assists customers in tracking, managing, and canceling their subscriptions efficiently. Utilizing advanced algorithms, it identifies hidden subscriptions and facilitates one-click cancellations for over 100 merchants, enabling users to save on unused services.
  • Pinwheel Deposit Switch: Designed to simplify the direct deposit transition process, this feature offers a credential-less solution that boasts industry-leading conversion rates for verifying income and employment, ensuring quick funding and improved customer engagement from day one.
  • Integration and API: The Pinwheel API allows seamless interaction with account information, enabling actions such as retrieving account details, managing webhook events, and direct deposit allocations. It emphasizes security and meets industry standards with an appointed Chief Information Security Officer.

These tools not only streamline financial operations but also help financial institutions personalize offers based on better data insights, ultimately aiming to grow customer engagement and reduce churn. With features like alerts for significant financial dates and intelligent systems for direct deposit switching, Pinwheel empowers banks to unlock lifetime value through real-time income connectivity.

Features

Bill Navigator

Helps customers manage subscriptions, track expenses, and cancel unnecessary services with ease.

Deposit Switch

Facilitates the direct deposit transition process with high conversion rates and minimal user effort.

API Integration

Offers endpoints for retrieving account information, income verification, and managing webhook notifications.

Security Compliance

Ensures all products meet or exceed industry security standards, with dedicated oversight from a Chief Information Security Officer.

Personalized Offerings

Enables banks to create personalized financial offers based on real-time data insights.

Customer Engagement Tools

Includes features that enhance customer engagement and allow for better financial decision-making.

Tags

financial servicesAPIbanking toolscustomer engagementincome verificationsubscription management

Documentation & Support

  • Documentation
  • Support
  • Online Support
  • Updates