Your Brand. Smarter Credit Card Recommendations.
Launch your own branded portal where your audience can upload spending data and get AI-powered credit card suggestions — personalized to their habits, and profitable for you.
of Americans have used ChatGPT to recommend a financial product
The AI revolution in financial advice is here. Give your audience the intelligent tools they're already seeking.
How It Works
Get your branded credit card recommendation portal up and running in three simple steps
Brand Your Portal
Customize your white-label credit card tool in minutes — no code needed.
Let Users Upload Their Spending
They can securely upload statements or enter spending habits manually.
Recommend Cards — and Earn
Our AI analyzes their spend and recommends the best cards. You earn affiliate revenue from every signup.
Your Clients Experience
A beautiful, intuitive interface for your clients to manage their cards and get personalized recommendations
Your Current Primary Card
Basic Cashback Card
Annual Fee: $0
YTD Earnings
$127.00
Monthly Rewards Comparison
Your current card vs. our top recommendation
+$425/year potential gain with top recommendation
Analyze Your Spending & Unlock Savings
Upload your credit card statements or manually enter spending to get AI-powered recommendations.
Estimated Annual Value
$700.00
Statements Analyzed
14
AI-Powered Recommendations
Scotia Gold American Express
+$425/year potential
RBC Cashback Preferred
+$380/year potential
American Express Cobalt
+$320/year potential
Your Spending Insights
$2,847
Monthly Spend
$127
YTD Rewards
Frequently Asked Questions
Everything you need to know about CardWise and our partner program
Unlock New Revenue Opportunities
CardWise empowers financial advisors and travel professionals to deliver exceptional value while creating sustainable revenue streams.
Enhanced Client Value
Provide personalized credit card recommendations tailored to your clients' spending habits, helping them maximize rewards and save money.
New Revenue Streams
Integrate seamlessly with affiliate programs and earn commissions on recommended cards, turning your expertise into profitable ventures.
Strengthened Relationships
Become an indispensable resource by offering data-driven insights and personalized recommendations that build lasting trust.
Ready to Transform Your Business? TEST
Join forward-thinking financial professionals who are already earning with CardWise