The power of personalized
recommendations.,guidance.,advice.,help.
Members don't want to guess. They want to know which product fits their situation. Our ProductAdvisor Widgets ask the right questions and deliver clear, personalized recommendations.
Higher Product Adoption
When members find the right fit, they act. Personalized recommendations drive real conversions—not just clicks.
Better Member Experience
No more scrolling through product pages hoping to find the right one. Members get answers tailored to their needs.
More Conversions
Engaged members convert. When someone invests time answering questions, they're ready to take the next step.
We Handle Integration
No coding on your end. We embed the widgets into your site and customize them to match your brand.
Help members reach any financial goal.
The Goals Widget is a complete financial guidance hub—pick a goal, get a step-by-step plan with calculators, expert insights, FAQs, and action checklists. All in one beautiful modal experience.
Available Widgets
Advisors for every product category.
Each widget asks targeted questions and recommends products from your lineup. Fully customizable to match your brand and offerings.
Loan Advisor
Helps members find the right loan—personal, auto, or home equity—based on their goals and situation.
Checking Advisor
Matches members with the checking account that fits their spending habits and lifestyle.
Mortgage Advisor
Guides first-time buyers and refinancers to the mortgage options that make sense for them.
Membership Advisor
Shows prospective members how to join and which products to start with based on their needs.
Savings Advisor
Recommends savings accounts, CDs, or money markets based on goals and time horizon.
Credit Card Advisor
Finds the right card—rewards, low rate, balance transfer—based on how members actually spend.
Investment Advisor
Connects members with investment services based on their risk tolerance and financial goals.
Retirement Advisor
Helps members plan for retirement with personalized IRA and savings recommendations.
How It Works
Simple for members. Powerful for conversions.
Members Answer a Few Questions
Short, friendly questions about their needs, habits, and goals. Takes less than a minute—feels like a conversation, not a form.
The Advisor Recommends Products
Based on their answers, the widget recommends the best-fit products from your lineup—with clear explanations of why each one matches.
Members Take Action
Each recommendation includes an apply or learn-more button. Members go from "which one?" to "I want this one" in a single interaction.
FAQ
Questions? We've got answers.
If you don't see what you're looking for, just ask. We're happy to walk you through anything—no pressure, no sales pitch.
Talk to a credit union specialistWe handle it for you. Our team embeds the widgets into your existing site—no coding required on your end. Works with any website platform, including sites we didn't build.
Yes. Colors, fonts, questions, and product recommendations are all customizable. We match your branding and configure the logic to recommend your specific products.
Any product you offer. Checking, savings, CDs, money markets, loans, mortgages, credit cards, investment services—the widgets adapt to your product lineup.
Members answer a few simple questions about their needs. The advisor analyzes their responses and recommends the most suitable products—with clear explanations of why each one fits.
Just ask. We manage everything for you as part of your subscription. Need to update questions, add a new product, or adjust the recommendation logic? We handle it.
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Help members decide. Watch them act.
When members find products that fit their situation, they convert. Our ProductAdvisor Widgets turn browsers into applicants—with personalized recommendations they can trust.
Combine with financial calculators so members can run the numbers on recommended products. Or add the AI chatbot to guide members in real time.