Your clients' next best move is already in their data.

The best card conversations aren’t about cards.
They’re about where your clients’ money goes, which suppliers cost the most, and where smarter payment choices put cash back in their pocket. Codat puts that intelligence in your hands.

The card programs that win make clients feel understood.
They surface the right opportunity at the right moment and make the banker look like they know the business. Codat gives your program the intelligence layer to deliver that — consistently, across your entire portfolio.

The treasury clients who stay have one thing in common. Their banker calls them first — with something specific and relevant. Codat gives your consultants a real-time view into clients’ financial operations so they’re always that call.

Your clients are navigating working capital, liquidity, and FX exposure — usually without enough visibility. The treasury teams that deepen relationships bring clarity before the client has to ask. Codat gives your product the data layer to make that possible at scale.

Every business is trying to get smarter about how money moves. The banks that help them get there don’t just process payments — they understand them. Codat gives your team the client intelligence to have those conversations with confidence.

Better client intelligence. Proactive service. Bankers who walk in already knowing what the client needs. Making that real requires clean, structured, real-time access to what’s happening inside your clients’ businesses. That’s what Codat does — and it’s already working at scale.