Actionable insights

Give personalised and actionable financial advice

Better engage customers

Give customers personalised financial advice based on their data. Increase engagement and trust by giving them more value, and truly relevant insights.

Make your offers actionable

More than just insights, you can give customers concrete tips and actionable offers to help improve their finances – offers they can take up on right away.

Increase sales

By having a better understanding of each customers’ particular situation, you can make offers that are more relevant – and more likely to convert.

Personalise the finance management experience

Here are examples of personalised insights you can give your customers by aggregating and analysing their financial data:

  1. Give tips and prompts to help customers transfer savings into an investment account

  2. Send real-time notifications to let them keep track of any unusual transactions

  3. Make suggestions for improvements, or offers for services that can help them stick to their budget

Actionable insights – how it works

Use case provided by

Data enrichment

Transform raw, unfiltered financial data into valuable information. We categorise transactions and provide insights so you can deliver better data-driven services.

Personal finance management

Build smart, intuitive PFM applications that give your customers tools and personalised insights to better manage their finances.

Other use cases

Cash flow follow-up

Automatically update users’ financial information in the background, so you can create more valuable services.

Enhanced credit scoring

Increase approval and payback rates with enhanced credit scoring. Get access to real-time financial data and insights on spending habits.

Goals & budgets

Add features like goals & budgets to increase engagement in your personal finance management app. With Tink, you can easily implement a range of PFM features.

Funds transfer

Keep customers engaged in your environment. Use Tink’s funds transfer to let them transfer money between accounts straight from your app or website.

Invoice settlement

Make it easier for customers to pay bills with Tink’s invoice settlement. Connect to their bank accounts and autofill the necessary invoice details.

Income verification

Instantly and seamlessly verify recurring income. Tink’s account aggregation and data enrichment helps you limit risk with access to real-time data.

Multi-banking

Let your customers see all their accounts – no matter the bank – in your own environment. Use multi-banking to let customers see their full financial picture.

Proactive price comparison

Increase sales with price comparison. Get access to financial data to analyse customers’ expenses (with consent) and make personalised offers.

Statistics

Offer a better banking experience with easy-to-understand financial statistics. Give insights based on several data points using Tink’s machine-learning models.

Get started with Tink

Contact our team to learn more about what we can help you build – or create an account to get started right away.

Contact our team to learn more about our premium solutions or create a free account to get started right away.