59% of users would use Open Banking to pre-fill a wealth product application form if it saved time.
62% of savers would use a sweeping feature to automatically top-up a wealth product.
Detect next best action – Identify windfalls or significant changes in users' financial situations and create prompts for additional payments into an investment or savings account.
Segment your customers for more relevant product offers – Use financial data to help customers achieve their goals by matching them with the products that best suit their situation. Export data to and keep all your touchpoints personal and relevant.
Users' pensions in one view – Bud's participation in the government's pensions dashboard scheme provides a unique opportunity for wealth firms to become leaders in retirement planning.