Features & Benefits
Automated & Personalized Financial Guidance
Give your mobile banking application the ability to deliver daily automated and personalized financial guidance directly to your customers.
Predictive Product Recommendations
Instantly save customers money through cross-selling, upselling, and reselling by presenting products they prequalify for based on relationships outside of your FI.
Digitized Relationship Building
Instantly be able to service any need, solution, or service that your customers need in your mobile banking application without making them come into a branch or call the customer care center.
Financial Health Level
Help your customers gain an understanding of their financial health and automatically instruct them on how to improve it through an engaging and gamified leveling system.
Gamification
Gamification is a gamechanger when it comes to enticing customers to engage in your mobile application. With one integration, your customers will have more reasons to share data with you, creating opportunities to serve them in ways you previously could not.
Financial Journeys
Every customer is on a unique and personal financial journey. Predict exactly what products and services your customers need and entice them to switch at exactly the right moment.