MBI

Transform Your Data
Into Revenue

Modern Pricing & Promotions for Banks and Credit Unions

Zach • MBI February 2026

THE CHALLENGE

Pricing & promotions are painful

📊

Manual Processes

Ops teams manually track eligibility, validate transactions, and post credits

🔌

Core Dependency

Every change requires expensive core modifications and long timelines

🧩

Product Silos

Checking, savings, credit — all separate systems, no unified view

THE SOLUTION

MBI: A Modern Pricing Platform

Event-Driven Engine

Automatically triggers actions based on customer behavior and data events

🔗

No Core Integration

Sits on top of your existing systems — connects to your data lake

🎯

Unified Customer ID

One view across all products — checking, savings, credit, and more

🤖

Automated Workflows

Credits post automatically via ACH — no manual intervention

HOW IT WORKS

Routines: Your Automated Workflows

📥

1. Connect Data

Your existing data sources flow into MBI

⚙️

2. Set Criteria

Define triggers: balance, transactions, segments

🎯

3. Auto-Execute

Credits post via ACH automatically

4. Happy Customers

Fast rewards, seamless experience

USE CASES

What You Can Do

💰

Customized Pricing

Private Banking reimbursements, segment-specific credits, loyalty rewards

Example: Auto-reimburse Private Banking customers for partner vendor fees when they maintain minimum balance
🎁

Customer Promotions

Bonus campaigns, referral rewards, transaction-based incentives

Example: Award $100 bonus when customer completes 10 debit transactions in first 60 days

THE RESULT

Your Operations Team Will Thank You

10x

Faster campaign launches

0

Manual postings required

Simultaneous campaigns

Ready to transform your data into revenue?

Let's talk about what MBI can do for your institution

getmbi.com/book-a-demo