Austin, Texas, Aug. 14, 2025 – Kasasa, an award-winning financial technology and marketing provider for community financial institutions (CFIs), today announced a strategic partnership with Revio Insight, a SaaS platform that provides banks and credit unions with real-time visibility into deposit movements and competitive product usage. Through this partnership, financial institutions will be able to better identify where deposits are leaving, which competitors are capturing customer relationships, and how to take action to retain and grow wallet share.
Pairing Kasasa’s reward-based deposit products and marketing expertise with Revio Insight’s advanced analytics, mutual clients can unlock a powerful, data-driven approach to engaging account holders, boosting retention, and accelerating growth. Revio’s ability to translate complex core data into clear revenue signals, help institutions measure wallet share, detect deposit flight, and pinpoint the products and services consumers are using with competitors will fill a missing gap in the space. A 2025 report from Cornerstone Advisors and Apiture found that this level of insight is often missing, with 84% of institutions unable to analyze transactional behavior, and 83% unable to personalize or target offers.
“Community banks and credit unions are fighting a battle but can’t see their opponents,” said Sanjay Bhaskar, Chief Revenue Officer at Revio Insight. “Consumers often maintain relationships with multiple financial institutions, but many of those consumers could get more value with a Kasasa account. This partnership ensures institutions have a full view of their opportunities and the right tools to act on them and win back their consumers.”
Kasasa and Revio Insight will leverage analytics to help institutions not only understand where wallet share is leaking but also provide them with the products and marketing tools to seamlessly transition from insight to action and deliver more targeted solutions that resonate with account holders. It will also enable community banks and credit unions to identify key areas for growth and optimize their product offerings accordingly.
“Kasasa is committed to helping community financial institutions achieve their growth goals in an increasingly competitive market, and our clients can drive success from Revio’s Insight’s powerful data analytics,” said Tracy Zepeda, Senior Vice President of Partnerships at Kasasa.
The mutual referral agreement strengthens both companies’ ability to support the growth strategies of CFIs. Through this collaboration, banks and credit unions can more effectively harness data-driven decision-making to offer more tailored financial solutions, enhance customer engagement, and ultimately achieve sustainable and long-term success.
To learn more about Revio Insight, visit www.revioinsight.com. For more information about Kasasa’s offerings, visit www.kasasa.com.
About Kasasa
Kasasa is a financial technology and marketing provider committed to driving real growth for banks and credit unions to help them recapture market share. It partners exclusively with financial institutions nationwide, serving hundreds of banks and credit unions with over 2.7 million consumer accounts across 3,000+ branches, and has helped return nearly $3 billion in rewards to account holders. Since 2003, their branded and private label retail products, world-class marketing, and expert consulting services have helped their clients attract, engage, and retain more consumers. Today, their combined network of financial institutions represents the 4th largest branch banking network in the country. For more information, please visit Kasasa.com or LinkedIn.
About Revio Insight
Revio Insight is a SaaS platform that helps banks and credit unions unlock the value of their core data. Institutions can detect external relationships, quantify wallet share, spot funds leaving their institutions, uncover competitor activity, and prioritize high-impact revenue opportunities. Learn more at www.revioinsight.com.
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