Learn powerful insights about your clients from their transaction data

How can insights help you?

Detect important information to do with life event changes:

  • New debt (credit card, mortgage or car lease)

  • Pending child-birth

Detect high risk behaviour

  • Spikes in Gambling or Alcohol expenditure

Products held with other organisations

  • Insurance

  • Other loans

  • Other accounts

Will identify goals/opportunities based on transaction data

Savings Goals/Opportunities based on monthly savings capacity

Insurance opportunities based on Debt but no Personal Insurance

Debt/Credit Card consolidation opportunities

Identify undisclosed debts and bank accounts

See below for two sample journeys insights could take your clients on:

How are you going to start protect your family?

PFM Tool to protect your interest

Back by years of extensive experience in the Mortgage industry and Financial Services Technology

Australia’s first Responsible Lending Engine

To find out more, please express your interest in the below form and our Industry Leaders will give you early access to the future

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