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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
Actionable insights – how it works

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

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.