Features

Customer experience made easy

Take your money management tools to the next level with our embeddable front-end widgets

Your questions, answered

Launch engaging money management features in days, not months.

How do widgets work?

What data is needed to run a widget?

How do I integrate a widget?

How can I use promotional insights?

Accurate categorization

Improve user trust and satisfaction with reliable transaction labelling that powers effective money management and budgeting solutions.

Natural language interaction

Let users take control with Intelligent Search, an easy way to ask money-related questions and get answers fast.

Increased digital banking engagement

Timely, relevant insights and personalized budgeting features based on real behaviour bring users back into your app more often.

Cross-sell opportunities

Offer the right product, such as a savings account, and increase wallet share among customers motivated to improve their financial resilience.

Financial management widgets

Out of the box suite of money management tools for any screen size – with integration options that best suit you.

Intelligent search

Account holders can search their transactions in natural language, instantly.

Insight summary

Turn data into stories. 
Quick, personalized financial insights.

Financial calendar

Visualize past and future transactions on a calendar. Plan ahead, avoid surprises.

Forecasted Transactions

Know what’s coming. Display future income, bills, and subscriptions.

Balances over time

See balances past, present, and future. Provide clarity with interactive visuals.

Spending Analysis

Track spending by category and merchant. Spot trends, control outgoings.