Engage customers with responsive personal finance management (PMF) tools.
Help customers improve their finances with powerful insights, identifying life-changing events to offer timely products and services.
Businesses struggle to build accurate, up-to-date views of users’ finances across different banks and financial institutions.
Consolidate up to seven years of financial data to build a compelling money portrait, offering a tailored experience.
Build a single view of customers’ finances, aggregating data in real-time.
From personal finance management tools to event triggers, keep track of users’ money.
Convert customers with timely insights, identifying life-changing events.
Encourage customers to save to achieve financial goals faster.
Build a single view of customers’ accounts in real-time with up to seven years of data.