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

Payments

Integrate a faster and more cost-effective bank payment. Read more

Power your business