Seamless integration into your existing tech environment
Show customers that you’re here to advocate for their financial well-being
Whether you’re looking to increase deposits, generate wealth leads or build loyalty, we have you covered
From the analyze and predict platform to UX, we can provide an end-to-end solution
The app guides your user to select smart financial goals based on their financial status and behavior, and then set an automated strategy to achieve those goals. The user can track progress, get nudged to action when they have extra cash, and get access to financial literacy tools.
Help your customers choose the next best product for their needs. Using our AI platform, your customer is guided through options that are most relevant to them, improving cross-sell and conversion. This can be bundled into another of our apps or presented in your existing digital experience.
We provide an end-to-end robo-advisory experience, allowing your deposit customers to begin investing in the future using recurring transfers or with nudges based on their excess cash flow.
Help your customers to build their financial health. We offer widgets that can be embedded in your portal or APIs for a seamless digital experience.