Rich personalisation for messaging, offers and financial health scoring

Deliver on your customers’ expectations by offering hyper-personalised services to boost engagement and revenue, and improve financial wellbeing.

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Bud Engage highlights your customers spending so they can better understand where their money goes. A phone shows a UI with different transactions on

Leaders building with Bud

Leaders in the finance sector building with Bud's open banking products.
Leaders in the finance sector building with Bud's open banking products.
Context

Leveraging data to personalise the customer experience is difficult

Today’s consumers expect hyper-personalised and seamless digital experiences.

In spite of this, most financial institutions lack the data analytics capabilities to properly leverage personalisation opportunities, even with vast databases of rich data points.

Bud Engage can create personalised experiences for customers using transaction intelligence. Graphic shows green squares ornately organised.
Solution

Use transaction intelligence to deliver highly personalised services

Bud’s advanced AI capabilities help you deliver highly personalised services through bespoke rules that target particular customer characteristics.

By using these to create features such as custom signals that trigger messaging, offers or a financial health score, you can help customers bolster their financial wellbeing.

Bud Engage can create personalised experiences for customers using transaction intelligence. A notification warns a customer to set a spending budget.
Personalised engagement

Outcomes

Right offer, right time

Use data to responsibly cross-sell, making the right product offer at the right time, and increasing customer satisfaction and conversion.

Use data to responsibly cross-sell, making the right product offer at the right time, and increasing customer satisfaction and conversion.

Meet regulatory requirements

Deliver on your compliance obligations and brand promise to truly help customers achieve their financial objectives.

Deliver on your compliance obligations and brand promise to truly help customers achieve their financial objectives.

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Added value

Exceed customer expectations with a service that makes them feel valued and understood, proactively supporting them when they need it most.

Exceed customer expectations with a service that makes them feel valued and understood, proactively supporting them when they need it most.

Don't take our word for it

  • “Our partnership with Bud allows users to connect the Little Birdie app directly and securely to their bank accounts using open banking – seamlessly allowing us to identify all their regular payments – and manage their subscriptions in one place.”
    Martin Bould
    CEO, Little Birdie
Engage use cases

See how Engage can personalise your customers' experience

Bud Engage – Spending insights. Abstract green circles.

Spending insights

Categorisation that’s hard to beat

Bud Engage – Money management insights. An abstract green bar chart steadily rising.

Money management

Build engagement and loyalty