Real-Time Customer Enrichment for Financial Services.
Enrich any customer or prospect on demand — demographic detail, life-event signals, and wealth indicators — the moment they inquire, cross a threshold, or walk in the door. One record in, one decision-ready profile out. Billed per call. No bulk upload, no standing subscription.
Built for financial services teams that act on the right moment.
Four patterns where real-time, per-call enrichment pays for itself quickly. Each one turns the moment of contact into a decision.
Qualify the prospect before routing to an advisor.
When a prospect inquires or a customer crosses a wealth threshold, run a single enrichment call to surface wealth indicators and demographic context — and route only the right ones to an advisory team. High decision value per check, irregular demand, and clear willingness to pay per call make this the anchor case for the per-call model.
Surface the next best product while the conversation is live.
Enrich a customer the instant they call in, log into the app, or walk into a branch. Demographic detail and wealth signals appear before the representative speaks — so the next best product suggestion is grounded in what the customer actually looks like today, not a six-month-old profile.
Score and prioritize inbound leads the moment they arrive.
Every marketing or web lead gets scored on arrival — wealth indicators, demographic fit, and life-event signals — so the sales team works the highest-propensity, highest-value names first. No batch job, no overnight delay: the score is ready when the lead lands.
Confirm the moment is right before making contact.
When a trigger fires — a move, a new child, a job change, an inheritance signal — run a single enrichment call to decide whether the moment warrants a personalized offer. Relevant outreach lands when the life event is fresh; irrelevant outreach burns the relationship. One call per trigger tells you which is which.
Enrich any prospect on demand.
Your first enriched profile returns in under a second. If you don't call the API for a month, you don't pay for the month. That's the entire deal.
- Billed per call
- No subscription required
The honest answers.
If something below doesn't cover your case, ping us — we answer directly, no sales process.
What does "billed per call" mean for financial services enrichment?
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You're charged once per record that returns a matched enrichment result. If a record can't be matched to a consumer or professional profile, you're charged zero for that call. No monthly floor, no minimum batch size, no tiered pricing.
What signals does a single enrichment call return?
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Demographic attributes: estimated age range, household composition, location, and educational background. Wealth indicators: estimated net worth band, investable assets indicator, income range, and homeownership status. Life-event signals: recent move, new household member, job change, career transition, and inheritance signals where available.
How is this different from credit bureau data?
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Bureau data requires permissible purpose under the FCRA and is designed for credit decisions. This enrichment covers demographic, wealth, and life-event signals used for marketing qualification, routing, and personalization — a different regulatory posture and a different signal set. For credit decisions, use bureau data. For everything before the credit decision, this is the right shape.
Is this compliant for financial services use?
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Yes. The data is appropriate for marketing qualification, lead scoring, and personalization under standard financial services marketing guidelines. It is not FCRA-regulated bureau data and should not be used as the basis for credit decisions, adverse action, or other FCRA-governed determinations.
Does a single call handle one record at a time or batches?
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The endpoint is designed for single-record, real-time enrichment — one prospect or customer in, one decision-ready profile out. For batch jobs, you can call it in a loop; there's no separate batch endpoint and no minimum batch size.
How is this different from a standing data subscription?
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A subscription gives you a pool of data to query against a monthly fee. This is billed per call — you only pay when you actually check a record. For wealth management, branch banking, and outreach teams with irregular or event-driven demand, the per-call model is almost always cheaper and never requires you to pay for months you're not actively enriching.
What's the response time?
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Under one second for most records. Fast enough to enrich a customer before a branch conversation starts, surface a score before a lead is routed, or confirm a life-event moment before a representative picks up the phone.