Auto-tags bank transactionsLabels raw transaction data with descriptive tags like car owner, car wash, or business income by pattern-matching merchant and spend data.
Builds composite persona tagsCombines transaction-level tags into higher-level customer personas (e.g., car owner, food-business owner) to infer likely needs.
Feeds segments into a CRM via APISends updated persona tags into a marketing/CRM tool (demoed with Prisma Campaigns) to build targeted customer segments.
Generates targeted campaign templatesProduces ready-to-launch campaign templates (e.g., small-business loan offer) aimed at a computed customer segment.
Swaps data aggregators with minimal code changesAggregator Switch Kit lets a fintech move a live app from one data aggregator (e.g., Plaid) to another (e.g., Yodlee) by changing code/credentials in only a few
Summarized from 2 community tutorials · July 2026
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