Wealth
Wealth managers can help customers plan for retirement, protecting and preserving their wealth with personalised nudges and instant payments.
Provide reports to manage clients’ financial needs. Minimise the risk of fraud, creating a frictionless onboarding experience.
Problem
Getting the full picture of wealth is challenging when users have accounts across multiple banks and financial institutions.
Solution
Open banking allows wealth managers to fetch data in real-time, linking lending and investments to build a single view.
Wealth management simplified
Understanding the net allows businesses to suggest additional wealth opportunities to clients.
How it works
Agree
Customers agree to share data from financial institutions.
Fetch
We then fetch the data.
Optimise
Wealth managers can use this data to improve financial planning services.
Benefits
Dormant funds
Identify dormant funds, providing clients with prompts and instant payment options to grow wealth.
Inspire change
Detect gains, suggesting payment into investment or savings account(s).
Automate checks
Enhance identity theft measures, reducing the risk of fraud.
Relevant products
Transactions
Insight into a granular level view of categorised transactions. Read more
