Future of Transactions
Future of Transactions
Future of Transactions
Evolving Finance With AI
Evolving Finance With AI
Evolving Finance With AI
Unlock the power of transactional data to create hyper-personalized customer experiences, optimize product offerings, and drive revenue growth.
Unlock the power of transactional data to create hyper-personalized customer experiences, optimize product offerings, and drive revenue growth.
Unlock the power of transactional data to create hyper-personalized customer experiences, optimize product offerings, and drive revenue growth.

Problem
Problem
Problem
Why It Matters
Why It Matters
Why It Matters
The vast majority of transaction data is underutilized, leaving hidden opportunities untapped.
The vast majority of transaction data is underutilized, leaving hidden opportunities untapped.
The vast majority of transaction data is underutilized, leaving hidden opportunities untapped.
22%
22%
22%
66%
66%
66%
Solution
Solution
Solution
Not Only For Banks
Not Only For Banks
Not Only For Banks
Beep helps organizations leverage transactional data to drive personalization, efficiency, and growth.
Beep helps organizations leverage transactional data to drive personalization, efficiency, and growth.
Beep helps organizations leverage transactional data to drive personalization, efficiency, and growth.
Retail Banks
Improve operational efficiency for financial advisors and branch staff.
Drive revenue growth through better cross-selling and upselling.
Retail Banks
Improve operational efficiency for financial advisors and branch staff.
Drive revenue growth through better cross-selling and upselling.
Retail Banks
Improve operational efficiency for financial advisors and branch staff.
Drive revenue growth through better cross-selling and upselling.
Fintechs
Use AI-driven insights to improve customer retention and lifetime value.
Match products based on behavioral data trends.
Fintechs
Use AI-driven insights to improve customer retention and lifetime value.
Match products based on behavioral data trends.
Fintechs
Use AI-driven insights to improve customer retention and lifetime value.
Match products based on behavioral data trends.
Lenders
Offer tailored loan products based on spending behaviors.
Analyze transaction histories to assess creditworthiness and reduce risk.
Lenders
Offer tailored loan products based on spending behaviors.
Analyze transaction histories to assess creditworthiness and reduce risk.
Lenders
Offer tailored loan products based on spending behaviors.
Analyze transaction histories to assess creditworthiness and reduce risk.
Features
Features
Features
Customer Profiles
Customer Profiles
Customer Profiles
Understand customers' true needs with advanced tagging and insights into spending patterns. Turn complex data into actionable insights on an AI-powered dashboard.
Understand customers' true needs with advanced tagging and insights into spending patterns. Turn complex data into actionable insights on an AI-powered dashboard.
Understand customers' true needs with advanced tagging and insights into spending patterns. Turn complex data into actionable insights on an AI-powered dashboard.
Key Behaviors
Key Behaviors
Key Behaviors
Advanced Tagging
Advanced Tagging
Advanced Tagging
Interactive Dashboard
Interactive Dashboard
Interactive Dashboard
AI-Powered Insights
AI-Powered Insights
AI-Powered Insights






Features
Features
Features
Boost Operational Efficiency
Boost Operational Efficiency
Boost Operational Efficiency
Use AI to empower financial advisors and match customers with tailored solutions. Streamline workflows to save time and improve results.
Use AI to empower financial advisors and match customers with tailored solutions. Streamline workflows to save time and improve results.
Use AI to empower financial advisors and match customers with tailored solutions. Streamline workflows to save time and improve results.
AI Matching
AI Matching
AI Matching
Smart Workflows
Smart Workflows
Smart Workflows
Advisor Tools
Advisor Tools
Advisor Tools
Relevant Solutions
Relevant Solutions
Relevant Solutions
Features
Features
Features
Drive Targeted Campaigns
Drive Targeted Campaigns
Drive Targeted Campaigns
Address trending customer needs based on spending behavior changes. Launch personalized campaigns instantly using no-code plug-and-play tools.
Address trending customer needs based on spending behavior changes. Launch personalized campaigns instantly using no-code plug-and-play tools.
Address trending customer needs based on spending behavior changes. Launch personalized campaigns instantly using no-code plug-and-play tools.
Behavior Insights
Behavior Insights
Behavior Insights
Personalized Campaigns
Personalized Campaigns
Personalized Campaigns
No-Code Tools
No-Code Tools
No-Code Tools
Direct Customer Push
Direct Customer Push
Direct Customer Push












Features
Features
Features
Monitor KPIs & Performance
Monitor KPIs & Performance
Monitor KPIs & Performance
Track revenue per customer, product performance, and trends in real-time. Prioritize high-revenue opportunities and create data-driven strategies.
Track revenue per customer, product performance, and trends in real-time. Prioritize high-revenue opportunities and create data-driven strategies.
Track revenue per customer, product performance, and trends in real-time. Prioritize high-revenue opportunities and create data-driven strategies.
Real-Time Tracking
Real-Time Tracking
Real-Time Tracking
Revenue Insights
Revenue Insights
Revenue Insights
Trend Analysis
Trend Analysis
Trend Analysis
Product Performance
Product Performance
Product Performance
Proven by Results
Proven by Results
Proven by Results
A Game Changer for Banks
A Game Changer for Banks
A Game Changer for Banks
Discover how personalization at scale drives customer loyalty, reduces churn, and unlocks significant revenue growth to financial institutions.
Discover how personalization at scale drives customer loyalty, reduces churn, and unlocks significant revenue growth to financial institutions.
Discover how personalization at scale drives customer loyalty, reduces churn, and unlocks significant revenue growth to financial institutions.
- BCG
What Does Personalization in Banking Really Mean?
"Ultimately, if done well, personalization at scale can provide a direct route to lower rates of customer churn and higher sales. Conservatively speaking, it can lead to annual revenue uplifts of 10% for banks."
- Mark Abraham and David Edelman
BCG book published by HBR
"In the age of AI, consumers expect the right products, services, and support to be delivered to them instantly, without hiccups, in just the way they want. For companies, this means learning the art of personalization."
- BCG
What Does Personalization in Banking Really Mean?
"Ultimately, if done well, personalization at scale can provide a direct route to lower rates of customer churn and higher sales. Conservatively speaking, it can lead to annual revenue uplifts of 10% for banks."
- Mark Abraham and David Edelman
BCG book published by HBR
"In the age of AI, consumers expect the right products, services, and support to be delivered to them instantly, without hiccups, in just the way they want. For companies, this means learning the art of personalization."
- BCG
What Does Personalization in Banking Really Mean?
"Ultimately, if done well, personalization at scale can provide a direct route to lower rates of customer churn and higher sales. Conservatively speaking, it can lead to annual revenue uplifts of 10% for banks."
- Mark Abraham and David Edelman
BCG book published by HBR
"In the age of AI, consumers expect the right products, services, and support to be delivered to them instantly, without hiccups, in just the way they want. For companies, this means learning the art of personalization."
- BCG
What Does Personalization in Banking Really Mean?
"Ultimately, if done well, personalization at scale can provide a direct route to lower rates of customer churn and higher sales. Conservatively speaking, it can lead to annual revenue uplifts of 10% for banks."
- Mark Abraham and David Edelman
BCG book published by HBR
"In the age of AI, consumers expect the right products, services, and support to be delivered to them instantly, without hiccups, in just the way they want. For companies, this means learning the art of personalization."
- BCG
What Does Personalization in Banking Really Mean?
"Ultimately, if done well, personalization at scale can provide a direct route to lower rates of customer churn and higher sales. Conservatively speaking, it can lead to annual revenue uplifts of 10% for banks."
- Mark Abraham and David Edelman
BCG book published by HBR
"In the age of AI, consumers expect the right products, services, and support to be delivered to them instantly, without hiccups, in just the way they want. For companies, this means learning the art of personalization."
- BCG
What Does Personalization in Banking Really Mean?
"Ultimately, if done well, personalization at scale can provide a direct route to lower rates of customer churn and higher sales. Conservatively speaking, it can lead to annual revenue uplifts of 10% for banks."
- Mark Abraham and David Edelman
BCG book published by HBR
"In the age of AI, consumers expect the right products, services, and support to be delivered to them instantly, without hiccups, in just the way they want. For companies, this means learning the art of personalization."
- BCG
What Does Personalization in Banking Really Mean?
"Ultimately, if done well, personalization at scale can provide a direct route to lower rates of customer churn and higher sales. Conservatively speaking, it can lead to annual revenue uplifts of 10% for banks."
- Mark Abraham and David Edelman
BCG book published by HBR
"In the age of AI, consumers expect the right products, services, and support to be delivered to them instantly, without hiccups, in just the way they want. For companies, this means learning the art of personalization."
- BCG
What Does Personalization in Banking Really Mean?
"Ultimately, if done well, personalization at scale can provide a direct route to lower rates of customer churn and higher sales. Conservatively speaking, it can lead to annual revenue uplifts of 10% for banks."
- Mark Abraham and David Edelman
BCG book published by HBR
"In the age of AI, consumers expect the right products, services, and support to be delivered to them instantly, without hiccups, in just the way they want. For companies, this means learning the art of personalization."
- BCG
What Does Personalization in Banking Really Mean?
"Ultimately, if done well, personalization at scale can provide a direct route to lower rates of customer churn and higher sales. Conservatively speaking, it can lead to annual revenue uplifts of 10% for banks."
- Mark Abraham and David Edelman
BCG book published by HBR
"In the age of AI, consumers expect the right products, services, and support to be delivered to them instantly, without hiccups, in just the way they want. For companies, this means learning the art of personalization."
- BCG
What Does Personalization in Banking Really Mean?
"Ultimately, if done well, personalization at scale can provide a direct route to lower rates of customer churn and higher sales. Conservatively speaking, it can lead to annual revenue uplifts of 10% for banks."
- Mark Abraham and David Edelman
BCG book published by HBR
"In the age of AI, consumers expect the right products, services, and support to be delivered to them instantly, without hiccups, in just the way they want. For companies, this means learning the art of personalization."
- BCG
What Does Personalization in Banking Really Mean?
"Ultimately, if done well, personalization at scale can provide a direct route to lower rates of customer churn and higher sales. Conservatively speaking, it can lead to annual revenue uplifts of 10% for banks."
- Mark Abraham and David Edelman
BCG book published by HBR
"In the age of AI, consumers expect the right products, services, and support to be delivered to them instantly, without hiccups, in just the way they want. For companies, this means learning the art of personalization."
- BCG
What Does Personalization in Banking Really Mean?
"Ultimately, if done well, personalization at scale can provide a direct route to lower rates of customer churn and higher sales. Conservatively speaking, it can lead to annual revenue uplifts of 10% for banks."
- Mark Abraham and David Edelman
BCG book published by HBR
"In the age of AI, consumers expect the right products, services, and support to be delivered to them instantly, without hiccups, in just the way they want. For companies, this means learning the art of personalization."
FAQ
FAQ
FAQ
Common Questions & Answers
Common Questions & Answers
Common Questions & Answers
Here’s everything you need to know about Beep, from features to getting started.
Here’s everything you need to know about Beep, from features to getting started.
Here’s everything you need to know about Beep, from features to getting started.
What is the process of integration?
Provide a sample of transaction data and a list of your financial offerings. We handle the rest.
How does Beep integrate with my existing systems?
Does Beep provide B2B2C features?
Is my customer data secure?
What kind of insights can Beep provide?
Do you support account aggregation if my clients have multiple accounts?
How much transaction history is needed?
Does Beep work only with banks?
Do you offer a demo?
What is the process of integration?
Provide a sample of transaction data and a list of your financial offerings. We handle the rest.
How does Beep integrate with my existing systems?
Does Beep provide B2B2C features?
Is my customer data secure?
What kind of insights can Beep provide?
Do you support account aggregation if my clients have multiple accounts?
How much transaction history is needed?
Does Beep work only with banks?
Do you offer a demo?
What is the process of integration?
Provide a sample of transaction data and a list of your financial offerings. We handle the rest.
How does Beep integrate with my existing systems?
Does Beep provide B2B2C features?
Is my customer data secure?
What kind of insights can Beep provide?
Do you support account aggregation if my clients have multiple accounts?
How much transaction history is needed?
Does Beep work only with banks?
Do you offer a demo?
Discover Beep
Connect with us to see how Beep can unlock actionable insights from transactions..
Discover Beep
Connect with us to see how Beep can unlock actionable insights from transactions..
Discover Beep
Connect with us to see how Beep can unlock actionable insights from transactions..