Revio is a revenue-enabling, customer-insights SaaS platform that transforms bank data into actionable opportunities to drive revenue and deposit growth. It analyzes customer data using machine learning and data models to recommend next-best products and uncover opportunities across commercial and retail deposit, loan, credit card, insurance, wealth, treasury management, and merchant services. Sales teams, marketers, and relationship managers use Revio's segmentation to prioritize customer opportunities for personalized outreach and to increase retention, lifetime value, and profitability. Revio's core-agnostic technology integrates with any core system and was developed in collaboration with a handful of bank clients, including Sunwest Bank; it is already serving community and regional banks across the country. A recent case study by Revio found $23 billion in expansion opportunities across 16 banks included in the study. Revio announced $2.5 million in Series A funding led by BankTech Ventures and EJF Ventures to accelerate platform development, market adoption, and growth among community banks.

Total raised

$3M

Funding rounds

1

Latest round

Series A

Latest activity

Oct 2023