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Every Transaction Tells a Story—Start Listening

Turn transactional data into actionable intelligence with KlariVis. Providing transactional intelligence for banks, KlariVis empowers financial institutions to transform raw data into valuable intelligence that drives smarter decisions and fuels organic growth.

Unlock the Power of Your Data

Why Transactional Insights Matter

Your customers’ transactions hold the key to smarter decisions and organic growth, but only if the data is timely, clear, and easy to use. Providing transactional intelligence for banks means translating thousands of data points into clear, actionable insights. KlariVis makes this possible, empowering your team to uncover opportunities, protect wallet share, and strengthen customer relationships.

Modern Tech Talent Strategies

Battle Tested, Banker Approved

KlariVis isn’t just another data tool—it’s the only platform designed for bankers by bankers. While competitors might offer data, we intimately understand the frustrations you face turning complex transaction data into actionable insights—and we’re here to make it simple.

Let's Talk Transactions

What you'll gain:

  • Faster Decisions

    Access daily transaction intelligence, updated nightly, to stay ahead of trends and respond to customer needs in real time.

  • Better Retention

    Proactively address risks like deposit leakage and outgoing payments before they impact your bank's bottom line.

  • Stronger Growth

    Discover new opportunities, protect wallet share, and build deeper customer relationships.

Enrich Your Data for Clearer Insights

Make Raw Data Make Sense

Your raw transactional data is often unstructured and messy, making it hard to draw actionable insights. With transactional insights for banks, KlariVis transforms this data by:

  • Cleansing: Removing inconsistencies, duplicates, and errors to ensure every transaction is reliable and simple to identify.
  • Categorizing: Grouping transactions by type—like loans, merchant services, or payment apps—so you can quickly spot trends and opportunities.
  • Tagging: Adding contextual intelligence at the user level based on transactional history allows for customer segmentation.
Transactional Insights for Banks: Retention Growth Opportunities

Spot Retention & Growth Opportunities

Uncover Opportunities Before They Leave Your Bank

Every outgoing payment—a loan to a competitor or a transfer to an external brokerage—represents an opportunity for banks to retain customers and wallet share.

With the KlariVis Customer Expansion Opportunities Dashboard, you can:

  • Proactively address deposit leakage.
  • Launch targeted, data-driven campaigns.
  • Foster loyalty through personalized, timely outreach.

 

Noninterest Income

Optimize Fee Structures and Revenue

Maximize Revenue by Understanding Your Fees

Fee income is a key revenue driver, but without insights, it can be difficult to optimize.

With the Noninterest Fee Income Dashboard you can:

  • Track trends in waivers, reimbursements, and revenue gaps across branches and products.
  • Gain actionable insights to strategically adjust fee structures.
  • Enhance profitability while better serving your customers.

Smarter Service With Data-Driven Decisions

Enhance Customer Engagement Across Channels

Your customers interact with your bank in multiple ways—mobile apps, ATMs, in-branch visits, and through your different product offerings.

With the Channel Delivery Dashboard you can:

  • Analyze engagement: Track interactions across channels, products, branches, bankers, and markets to uncover growth opportunities.
  • Allocate resources: Optimize staffing, product availability, and channels to boost customer satisfaction.
  • Track adoption: Identify popular features and products to refine offerings based on data.
  • Detect anomalies: Monitor patterns to quickly address risks and prevent fraud.
Picture of the For Bankers, By Bankers sign in the KlariVis HQ

Why KlariVis?

Don't take our word for it. Ask them.

Hear from our clients on how KlariVis transforms operations, empowers teams, and offers the responsive support and expertise every bank deserves.

We’ve Earned Our Reputation

See how other banking leaders have benefitted from adding KlariVis to their tech stack.

Testimonials

  • Headshot of Jill Castilla.
    Jill Castilla President & CEO - Citizens Bank of Edmond & ROGER
    [KlariVis] is so much more efficient. You can worry about what the data and trends are telling you, rather than spending that energy just trying to get the data.
  • Headshot of Beth Beale.
    Beth Beale CFO - Benchmark Community Bank President & CEO - Citizens Bank of Edmond & ROGER
    At our fingertips, we have what deposit activity is occurring by branch, by product, by customer, and at the account level.
  • Headshot of Greg Robertson.
    Greg Robertson EVP & CFO - b1Bank
    KlariVis will save you time, but that’s not why you buy the software. You buy the software to execute your strategy.

See Transactional Intelligence in Action

Ready to see how Transactional Intelligence can transform your bank?