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Convert Cold Business Prospects With Warm Analytics

January 21, 2026 | Resources

New Feature: Now you can generate a banker-ready proposal in minutes – not days.

Personalization is built in.

Lead Generation

Prospect uploads a recent statement. Onsetto instantly reveals fees, cash-flow pain points, and deposit opportunities.

Faster Opening

Pre-filled data from the prospect shortens onboarding so bankers can focus on the relationship.

Win Primacy

Onsetto switching moves deposits, AR/AP, and payroll with zero friction to secure primacy.

See it in Action

Onsetto Prospect Detail dashboard showing cash flow analysis and primary optimization levers

Your Banker's New Flow

  1. Prospect securely uploads a recent bank statement.
  2. Onsetto surfaces hidden fees, cash-flow pain points, and deposit opportunities.
  3. Banker shares a personalized proposal within minutes.
  4. Pre-filled data shortens account opening.
  5. Onsetto switching moves deposits, AR/AP, and payroll to gain primacy.

From cold prospect → account opened → primacy won.

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