We categorise all income and expenses into over 100 categories.
We also show you the client’s mandatory vs discretionary expenditure.
Detect important information like life event changes, high risk behaviour or other products held with another organisation.
We can identify opportunities to cross sell products across the banking, lending and wealth segments, including Insurance and Savings Products.
We can set budgets, savings goals and provide expense hotspots to help identify likely areas where savings can be achieved.