Personalized
Financial
Guidance

An embeddable platform that creates new revenue and increases the financial health of your customers

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Personalized Financial Guidance to drive your most important KPIs

We embed our products and features into your digital banking channel to create a personalized experience that predicts your customer's needs, increases product conversions, and delivers actionable guidance in an all-in-one solution

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Guidance Driven Actions

"Insights" are out, "Guidance" is in!

Serve your customers with guidance instead of insights and keep them engaged regardless of what financial journey they might be on, all while generating revenue for the first time within your mobile application.

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Financial Health Level

Identify and Improve Financial Health

Everyone's financial health is different and needs a unique experience to improve it. Our Financial Health Leveling system gamifies your customer's ability to improve their entire financial picture all within your digital banking channel

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Customer-First Technology

Bottom-up, not top-down

Empowering both you and your customer to make faster decisions leading to greater loyalty, increased share of wallet, and customer acquisition in ways that others simply can't.

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Delightful experiences lead to exponential growth

Grow your share of wallet and increase engagement by providing the most personalized mobile banking experience your customers have ever seen

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