One partner institution already had the product and the customers – what they lacked was visibility into which customers represented real opportunities, and which outreach was worth a banker's time.

With prioritized, data-driven merchant portfolio intelligence, bankers knew which businesses were processing with competitors, what they were likely paying, and other business insights that might make them receptive to a conversation.

Merchant portfolio growth reached 79% in the first year – the same bankers, with dramatically better information about where to focus.