SELF-DRIVING FINANCE

SELF-DRIVING FINANCE

Just like self-driving cars, Self-Driving Finance is not an all or nothing proposition but rather a continuum of capabilities.
It enables banks to provide retail, small business and wealth management customers with varying degrees of guidance in managing their finances – ranging from real-time insights to personalized recommendations and automated money management.

Data

What happened?

Insight

What’s important?

Advice

What’s should I do?

Automation

Do it for me!

Our Impact on

increase financial awareness

simplify everyday banking

reach financial goals

40%

Increase Digital Engagement

37%

Elevate Customer Satisfaction

15%

Grow Deposits and Share of Wallet

BANK KPI’S

40%

Increase Digital Engagement

37%

Elevate Customer Satisfaction

15%

Grow Deposits and share of wallet

DRIVING CONSUMER FINANCIAL WELLBEING

Increase Financial Awareness

Simplify Everyday Banking

Reach Financial Goals

SELF-DRIVING FINANCE:

Where can it take your bank?

learn more

WHERE CAN SELF-DRIVING FINANCE TAKE YOUR BANK?

Case Study

Case Study

INSPIRE A HIGHER LEVEL OF EVERYDAY BANKING EXPERIENCE

Make your bank the go-to-financial partner for the customer.

Download case study

Webinar

Webinar

PROMOTE CUSTOMER ADVOCACY & FINANCIAL WELLNESS

Guide customers towards their goals while delivering measurable ROI for the bank.

See webinar

Ebook

EBOOK

DRIVE CUSTOMER AND BALANCE GROWTH

Help customers grow their money and grow your bank with them

Download ebook

SME Brief

SME BRIEF

ADVANCE SMALL BUSINESS MONEY MANAGEMENT CAPABILITIES

Reinvent small business banking with proactive, on-the-go cashflow and money management.

Download SME brief

Article

ARTICLE

SHORTEN TIME TO MARKET FOR NEW DIGITAL PROPOSITIONS

Capture a growing generation of digital savvy customers.

Read article

PFM

PFM BRIEF

GO BEYOND PFM

Overcome the limitations of PFM with Proactive Money Management

Download PFM brief

Want to explore how your bank can harness the power of AI to engage and serve customers?

We work with banks of all sizes across all geographies and will be happy to see how we can help.

New York

London

Tel Aviv

Singapore

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