Solution introduction

Empower your customers to take control of their financial future with a seamless, goal-based savings and investment experience, whilst providing a new growth opportunity for your bank

Open up the world of digital savings and investment for your customers. Engage existing and new customer segments with a fully automated digital investment solution.

Reduce drop off and increase conversion with easy digital onboarding enriched by client data to make the journey shorter.

Make savings and investment simpler for the customer and drive AUM with intuitive tools like roundups and cash sweeps.

Increase engagement and keep servicing costs low with goal-based investing and self-service financial planning tools.

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