Bank Pro

Give your commercial clients a next-gen digital banking experience

Bank Pro is a partner program that brings Trovata's AI-native cash and liquidity platform to your commercial clients. Clients start free with data from your bank and upgrade to premium features as their needs grow.

Commercial clients will move their deposits for a better experience

According to McKinsey's 2025 Corporate and Commercial Deposits Survey, 20% of companies move operational deposits to a new bank each year, and 36% of respondents cite a user-friendly banking platform as a reason to switch.

Most commercial banking portals have looked the same for nearly three decades. Bank Pro lets your bank add a next-gen digital experience to your existing portal without rebuilding it.

“Banks and their clients have been stuck with the same legacy online banking experiences for nearly three decades. What happens when the $10 trillion in global operating deposits used to manage working capital shifts to deposit tokens and stablecoins? The 20,000 siloed bank portals aren't equipped for the bank's clients to consume tokens or use AI agents as an integral part of their cash workflows.”

Brett Turner

Founder and CEO, Trovata

What is Bank Pro

A freemium platform your clients can grow into

Bank Pro is a base version of Trovata's platform, generally free for commercial banking clients. A company connects one bank at no cost and gets near-instant access to balances and transaction data from your bank. Clients upgrade to more features and add more banks through paid premium services in a few clicks.

Included at no cost

Account balances and transaction detail

Natural language search

AI-driven cash flow insights

Near-instant setup with your bank's data

Premium upgrades

Multibank cash visibility
Cash flow forecasting
Tokenized deposits
Treasury management for large corporate clients, including debt management, FX hedging, and capital markets

Two ways to offer Bank Pro

Branded partner

Roll out Trovata’s platform to your clients under your brand, powered by Trovata, on dedicated infrastructure. Your bank shares revenue on every premium upgrade your clients purchase.

Grow and retain deposits

Bank Pro keeps your bank at the center of your clients' cash workflows. Treasury and finance teams get the tools they expect through a bank they trust, and they keep that experience as their business grows.

Increase digital adoption among commercial clients
Deepen engagement with treasury and finance teams
Expand share of wallet as clients upgrade
Strengthen retention of operating deposits

Ready for AI agents and deposit tokens

Legacy bank portals were not built for clients to use deposit tokens or AI agents in their cash workflows. Bank Pro gives your clients both inside the platform they use to manage cash every day.

Built on proven infrastructure

Bank Pro runs on the same technology Trovata has implemented across nearly 400 mid-market and  enterprise companies, including Lemonade and Krispy Kreme. The platform is cloud-native and built on corporate banking APIs.

Banks are launching
Bank Pro now

Several banks have partnered with Trovata to launch a branded version of Bank Pro. Those rollouts are on track to reach more than 15,000 commercial clients by early 2027.

Trovata is backed by financial institutions and service providers including JPMorgan, Wells Fargo, Capital One, PNC, Mastercard, and State Street.