Investing & pension

Activating money for the financial future

Make the financial future relevant on a daily basis by integrating personal finance into your investment or pension proposition.
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More engagement

Give users a positive investing experience and engage them with personalised nudges and insights

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Increased AuM

Address a new source of investable money by taking personal finance as the starting point

Higher conversion

Reduce marketing costs with a higher conversion towards investment and pension products

How it works

Enable users to aggregate their payment and investing accounts for a full view of their financial situation

Relevant insights at the right moment help them to make data-driven decisions for their financial future - every day

Account aggregation

Categorisation, personal finance tools

Based on their data, users receive behavioural nudges that help them maximise the money they put aside

Do you want to explore how our services can enrich your customer journey?

With integrated payment initiation, users can instantly transfer money to their investment or pension accounts 

Actionable insights

Payment initiation