AUSTIN, Texas – Revio Insight, a leading platform for data-driven customer insights and engagement for banks, announced today a new client partnership with Carter Bank & Trust, a premier community bank with 65 locations throughout North Carolina and Virginia that will use Revio Insight’s powerful data-driven platform to expand and enhance customer engagement activities and services.
“At Carter Bank, delivering convenience, personalized service, and custom banking solutions that fit their customers’ entire financial lives is at the core of their organization,” said Brian Bauer, CEO at Revio Insight. “Our platform will provide the bank with specific, actionable insights needed to better anticipate and understand customer needs. This will enable them to tailor their offerings and deliver custom banking solutions at a personalized level.”
By integrating Revio Insight’s advanced analytics platform, Carter Bank will be able to:
- Focus Customer Engagement based on each customer’s financial needs
- Elevate Customer Relationships through personalized services
- Identify Relationship Enhancement Opportunities across retail and commercial customers
- Make Data-Driven Decisions to plan and launch new financial product and service offerings
- Remain a Trusted Financial Partner with a thorough understanding of customer needs
“With Revio Insight’s platform, we are excited to gain a deeper understanding of our customers’ needs, enabling us to deliver the right financial solutions precisely when needed. This collaboration marks an exciting new chapter in our mission to help create more opportunities for people and businesses to prosper,” Matthew Speare, Senior Executive Vice President & COO at Carter Bank.
In today’s ultra-competitive banking industry, banks sustain customer relationships by delivering the financial tools and service necessary to meet each customer’s needs. Community banks stand out by offering the necessary scale and selection of financial solution options coupled with the level of personalized service and convenience. Critical to delivering on these expectations, this collaboration will leverage innovative, data-driven technology to provide better service experiences and unlock value for customers and their relationships with their trusted banking partner Carter Bank.
About Revio Insight
Revio Insight is a customer insights platform that transforms complex bank data to identify actionable revenue and deposit growth opportunities. Revio Insight enables efficient and effective relationship building based on the types of financial products and services your customers need and are already using. We help bankers grow their customer relationships and meet more of their customers’ financial services needs. To learn more, visit https://revioinsight.com.
About Carter Bank & Trust
Celebrating 50 years in 2024 and headquartered in Martinsville, Va., Carter Bank & Trust is a $4.6 billion, state-chartered community bank with branches in Virginia and North Carolina. Since 1974, it has built a reputation upon a tradition of care for the communities it serves through convenience, local service, and custom solutions for all customers. Additional information about Carter Bank & Trust is available at https://carterbank.com.
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