The easiest way to manage rates on your website
Tired of updating rates by hand? With RateStream, you just upload a CSV—and every rate on your website updates automatically. No more copy-paste. No more errors. Just fast, accurate rates that help you close more loans and accounts.
How it works
1. We set you up
Our team gets everything ready for you—your account, your rates spreadsheet, and your site integration. No stress, no tech hurdles.
2. Generate magic code snippets
RateStream creates a unique code for each rate—like {{auto-loan-rate}}—that you (or your dev) paste into your site once.
3. Update rates with a single upload
Make changes in a single CSV file and upload. Instantly, your rates update everywhere they appear. One file, total control.
4. Keep rates synced
RateStream syncs live to your site—so your rates stay accurate without the manual headache of managing every page.
More to love
RateStream isn’t just a tool—it’s peace of mind. It’s built to make your life easier, your site better, and your rates always accurate. Here's why FIs trust it every day.
Eliminate errors, save time
Say goodbye to broken tables and risky copy-paste updates. RateStream centralizes your rates. One CSV upload replaces hours of manual edits—so your team can focus on growth.
Boost trust (and conversions)
Clean, consistent, always-current rates create a better user experience. That builds confidence—and drives more loans and deposits.
Built for financial institutions
RateStream is designed specifically for banks and credit unions. We understand how your rates work—and how much they impact growth.
The tech behind better user experiences starts here
With tools like MetriFi's Opportunity Intelligence, you can track how visitors engage with your site, identify drop-off points, and apply improvements with the help of AI. From personalization to performance analytics, our technologies turn your website into a conversion engine.
Demo
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Homepage
Homepage use case
Show users content they care about on your most popular webpage: your homepage
Your homepage is viewed more than any other page of your website. If your credit union is like most others, about 74% of your website traffic is homepage visits. That means the top of your homepage is the most valuable real estate on your website. Unfortunately, most credit unions don’t make good use of that extremely valuable homepage real estate.
Most homepages are static, meaning every visitor is shown the same message. Instead, what if your homepage could adapt messages to individuals? You can do that with personalization technology. Personalization enables you to create a more dynamic, relevant homepage so you can show users information they care about. That’s one way BloomCU makes credit union websites smart.
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Show product or service promotions based a user’s interests
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Identify nonmembers and show why they should join
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Personalize your homepage with lead capture tools
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Personalize your homepage’s video background
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Personalize a message based on the referring website (like Facebook or NerdWallet.com)
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Personalize a message near your online banking login
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Display a chat prompt with a message based on a users’ interests
User location
Location use case
Show users your nearest branch
Each person visits your credit union website for a purpose. For example, some people want to visit a branch. But, determining which branch is nearest can be a headache.
Instead, what if your website could automagically show a user the closest branch? That would be delightfully easy for visitors. That’s one way BloomCU makes credit union websites smart.
Member vs. Nonmember
Member vs. Nonmember use case
Show members and nonmembers different content
People use your credit union website for a purpose. For example, nonmembers visit your website to decide if they should join your credit union. On the flip side, members use your website for completely different purposes. But, a dumb website doesn’t know the difference between members and nonmembers.
Instead, imagine your website knows which users are members and which are nonmembers. Based on data about new and returning visitors, you can personalize content for each person to make the website experience more relevant. That’s one way BloomCU makes credit union websites smart.
Login Page
Login Page use case
Engage members on your login page
Each person visits your credit union website for a purpose. One common purpose is logging into online banking. Your online banking login gets a lot of attention, but it probably isn’t doing anything to engage members.
Instead, what if your login area could show personalized promotions? Personalizing the login engages members in one of the most used parts of your website. That’s one way BloomCU makes credit union websites smart.
Recommend Services
Recommend Services use case
Recommend relevant products & services.
Each person visits your credit union website for a purpose. For example, some people come to learn how to improve their finances, but finding the right products and services can be hard.
Instead, imagine your website could recommend products and services based on users’ interests. Persona makes this possible. That’s one way BloomCU makes credit union websites smart.
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Rates effective as of: May 16, 2026
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