A commitment to providing a technological edge to local and community financial institutions and advisors
At Cypress, our mission is to empower community financial institutions and advisors to help customers visualize their financial future in a simple, interactive, and easy-to-understand way.
Advanced analytics
Cypress enables community financial institutions and advisors to provide clear, personalized, and actionable insights and visualizations that highlight the benefits of incorporating additional product lines (mortgages, auto loans, personal loans, and credit cards) or tailored advisor recommendations.
Updated Live
Customers receive the latest insights at the speed of modern finance
External Hosting
Platform designed to easily and separately scale up and down with user engagement
Simple and Easy to Understand
Visualizations can be selected and customized, with an array of highly engaging options
Customizable
A variety of visualizations available to highlight the most relevant information for customers
Smooth Integration
Designed to be an easy and highly secure integration to your tech stack
Advanced Architecture
Cypress analytics are based on a tech stack which tests and analyzes millions of parameters
Designed for impact
Cypress champions the unique advantages of community financial institutions and advisors, recognizing their ability to deliver personal connections and tailored services. We provide innovative tools that simplify financial planning and help customers see the tangible benefits of expanding their product portfolio with their trusted bank or advisor. This clarity reduces reliance on customer support while enhancing satisfaction and loyalty.
Interactive planning tools
- Equipping institutions with user-friendly visualizations that resonate with customers, showcasing clear and relevant insights on their financial journey.
- Providing the latest financial data and trends to empower customers to make informed decisions while fostering trust and confidence.
- Ensuring effortless and secure compatibility with existing systems so institutions can focus on deepening customer engagement.
Redefining local banking and advisory
- Cypress is dedicated to enabling local financial institutions and advisors to deliver superior services by providing tools that simplify financial decision-making and highlight the value of expanding customer relationships.
- By fostering clarity and understanding, our platform helps institutions reduce customer attrition and create a connected, customer-focused banking experience.
- Together, we can elevate the role of community financial institutions, redefining what it means to bank locally.
“Cypress is the first solution we have seen provide the highest quality financial tools to customers served by local and community banks that serve everyday Americans.”
Michael
Eastern International Bank
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Cypress AI and Neural Engine 