Engage

Transform how you help users find financial wellbeing

Engage is Bud’s personal financial management (PFM) service. It provides clients with a toolkit for building customer engagement using PFM features within their apps and services.

Why Engage?

that customers look to their banks for more than just access to banking. Customers want the people that look after their money to take proactive steps to help them manage it.

Engage provides financial institutions with a complete toolkit for building engaging PFM features that help customers find financial wellbeing.

Market-leading categorisation

Engage is underpinned by the accurate, granular categorisation from our product.

Fast, simple deployment

Pre-calculated fields for category and merchant totals, budgets and more provides clients with fast deployments

The complete toolkit for delivering market-leading money management services

Merchant ID and categorisation – Help customers to understand how and where they're spending and reduce the costs associated with disputed transactions at the same time.

Income and expense summaries – Help customers to stay on top of their cash flow with safe-to-spend limits and warnings if balances drop below where they need to be.

Budgets and trends – Help customers to take pro-active steps to manage their money, setting budgets and automatically tracking spending against them.

Smart nudges and notifications - prompt customers to take action with notifications triggered by financial events.

Designed to work at institutional scale with startup speed

Scale and security - With more than a million users already benefitting from the toolset Engage provides, we're used to working at scale with complex organisations. As part of this we provide unique levels of security.

Unique encryption keys for each customer
No Bud access to client data

Our customers

What our customers are saying about Bud

“Our new partnership with Bud marks a significant step forward in our campaign for greater transparency, providing us with a wealth of insight that gives customers more power over their financial future”

Ziad Al Baba
General Manager UK and Canada, Credit Karma
“Importantly, the functionality Bud provides will also enable us to continue to meet our responsibilities as a responsible lender, without compromising customer experience.”

Mike Bullock
Chief Information Officer, ANZ NZ
“Partnering with Bud will empower our customers, by ensuring that their data works even better in their favour, helping them move their finances forward.”

Alastair Douglas
CEO, TotallyMoney