Wells Fargo Taps i2i Logic to Deliver Personalized Insights to Commercial Clients
Wells Fargo and i2i Logic Team Up to Personalize Commercial Banking With Data-Driven Insights
Wells Fargo Commercial Banking is doubling down on personalization by implementing the i2i Logic Client Intelligence Platform, a move that aims to transform how bankers engage with middle-market clients. The collaboration combines Wells Fargo’s deep industry knowledge with i2i Logic’s benchmarking technology to deliver customized financial insights at scale—and in real time.
At the heart of the integration is Wells Fargo Benchmark Intelligence ©, powered by i2i Logic. The system processes internal insights and public data to generate thousands of unique financial benchmarks, enabling bankers to present clients with data-backed recommendations that address core needs—such as cash management, working capital, long-term capital planning, and market risk strategies.
It’s a step toward smarter banking—where conversations are grounded in precise, relevant intelligence rather than generalities.
From Data to Dialogue: Reinventing the Commercial Client Experience
“Wells Fargo has data that, when utilized with the right digital solutions, makes it possible to gather insights that help clients understand the banking solutions they need to grow at scale,” said Kiran Vuppu, Head of Client Insights and Commercial Lending Product Management at Wells Fargo.
By embedding i2i Logic’s platform into the banker workflow, Wells Fargo aims to not only improve the client experience but also increase operational efficiency. That means bankers can spend less time preparing and more time advising—equipped with benchmarking dashboards that spotlight opportunities and gaps specific to each client.
This represents a broader trend in commercial banking: moving away from one-size-fits-all interactions toward tailored, consultative engagements powered by analytics.
i2i Logic: Fast Intelligence for Relationship-Driven Banking
The i2i Logic platform offers what many banks have struggled to build in-house: a rapid intelligence engine that matches client data to banking solutions through intuitive workflows. It allows bankers to:
- Instantly surface benchmarks and insights
- Create customized presentations in seconds
- Engage clients in data-informed strategic conversations
“Our view is that the right combination of tech, data, analytics and insight can transform the client service model in commercial banking,” said Tim Maddock, Co-Founder and Managing Director of i2i Logic. “We’re incredibly excited to collaborate with Wells Fargo and their bankers on their journey.”
With offices in Melbourne, New York, and London, i2i Logic is serving financial institutions across time zones—indicating its growing global appeal.
The Bigger Picture: Personalization as a Competitive Edge
In today’s hypercompetitive financial services landscape, commercial clients are demanding more than transactional relationships. They want insight, foresight, and trusted advisory—all at scale. This partnership underscores how banks like Wells Fargo are leveraging data and tech to meet that demand, while differentiating themselves from smaller fintechs and slow-moving incumbents.
As digital transformation in commercial banking accelerates, tools like i2i Logic’s are becoming critical to future-proofing legacy institutions. The challenge now? Making sure that intelligence is not only generated, but acted upon.
