Personalised engagement
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.
Leaders building with Bud
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.
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.
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.
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
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“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
Spending insights
Categorisation that’s hard to beat
Money management
Build engagement and loyalty
