Give customers personalised financial advice based on their data. Increase engagement and trust by giving them more value, and truly relevant insights.
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.
By having a better understanding of each customers’ particular situation, you can make offers that are more relevant – and more likely to convert.
Here are examples of personalised insights you can give your customers by aggregating and analysing their financial data:
Give tips and prompts to help customers transfer savings into an investment account
Send real-time notifications to let them keep track of any unusual transactions
Make suggestions for improvements, or offers for services that can help them stick to their budget