We provide simple and easy to use solutions that make your customer’s investment and saving decisions easier
Millennials have entirely different life goals than the previous generation, help them start investing and saving in small amounts but more frequently.
Consumers have been heavily influenced by their experience with Smartphones and other smart devices. Banking faces the next big challenge of providing a similar “banking experience” for their consumers.
Building bridges between retail banking and wealth management to reduce the customer acquisition cost.
Our easy to integrate micro investment engine plugs-in with your reward systems to convert reward points into investments and savings.
How would you rate the overall quality of your bank’s digital experience today and in five years? We provide Personal Finance Management tools that provides high quality customers experience and engagement.
A white-labeled micro-investing platform with simplified investment strategies based on rules
Predictive analytics based cash-flow prediction plugin that nudges customers to effectively repay mortgages and achieve their financial goals
Investment advisor built on AI and machine learning that takes recommendation one step further by considering your client’s financial habits and affordability
Micro-investing, wealth-building strategy that involves investing a very small amount of money frequently over a long period. This is considered to be the best way to make saving and investing manageable for people on low incomes. The amount of money invested at each interval remains the same over time, but the number of units purchased varies based on the market value of the funds at the time of a purchase, which leads dollar cost averaging over long period.