Every Customer Gets a Financial Advisor. You Get a Revenue Engine.

We provide REST APIs, webhooks, and pre-built connectors. InferIQ reads transaction data securely — no write access required.

Products are loaded via our admin console. For each product, you define which trigger signals should activate it, what metrics to display on the recommendation card, and where the Apply Now CTA should link. There's no limit on the number of products or trigger mappings.

InferIQ activates with as little as 3 months of data, though we strongly recommend providing at least 6 months of transaction history for the best experience. With 6 months of data, spend patterns, income regularity, and category trends become clearly visible - resulting in more accurate forecasts, more reliable trigger signals, and richer analytics views for your customers. Trigger accuracy and forecast confidence continue to improve beyond 6 months as more history accumulates.

Yes. Triggers can be enabled or disabled per product line, and threshold values are fully configurable. You can also target specific segments by setting different threshold rules - for example, a lower idle funds threshold for premium customers.

InferIQ is deployed entirely within your bank's own AWS environment - we never host, store, or have access to your customer data. Your data stays inside your cloud account, under your security policies, your access controls, and your compliance framework. We bring the application; you own the infrastructure.