Bank Pro

Powering the next generation of commercial  digital banking

Bank Pro is Trovata’s embedded digital cash flow experience designed for banks serving commercial and mid-market clients. Built on our cloud-native treasury platform, Bank Pro delivers multibank cash visibility, forecasting, and AI-powered insights directly within your digital portal.

The opportunity

Commercial clients are demanding more than traditional online banking. As businesses scale, they require:

Unified cash visibility

Multibank connectivity

Cash flow forecasting

Real-time financial insights

Banks that deliver modern liquidity tools strengthen client relationships and increase digital engagement. Bank Pro addresses this need by embedding next-generation cash and liquidity management directly within the bank experience.

What is Bank Pro?

Bank Pro is a modern, freemium alternative to traditional online banking. At launch, commercial clients receive instant access to features like:

Account balances

Transaction-level detail

Natural language search

AI-driven cash flow insights

Clients can self-upgrade to premium capabilities—including multibank connectivity, advanced cash forecasting, and treasury management tools—in just a few clicks.

Strengthen commercial client relationships

By delivering unified cash visibility and liquidity intelligence within your portal, Bank Pro helps:

Increase digital adoption

Deepen client engagement

Expand share of wallet

Strengthen commercial client retention

Today’s treasury and finance teams expect forward-looking insight—not static reporting. Bank Pro enables banks to meet that expectation.

Built on enterprise infrastructure

Bank Pro is powered by Trovata’s cloud-native data platform built on corporate banking APIs for balances, transactions, and payments.

The same platform is already trusted by mid-market and enterprise organizations, enabling banks to deliver scalable, high-performance treasury capabilities without rebuilding core systems.

A scalable commercial strategy

Bank Pro supports a tiered engagement model. This approach allows banks to broaden access to advanced cash management while creating a clear monetization pathway.

Freemium

Drive adoption with access to powerful cash visibility tools.

Premium

Seamlessly upgrade to premium treasury tools.

Enterprise

Expand across lower mid-market through enterprise segments.

Partner with Trovata

Trovata partners with leading financial institutions to deliver next-generation  digital experiences for corporate finance and treasury teams at scale.