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WEALTH MANAGERS

Frictionless wealth management with Open Banking

Provide friction-free onboarding to new customers, eliminate the operational cost of income and expenditure reports and help customers grow their wealth with personalised nudges and instant payments.

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Address operational inefficiencies by using Open Banking to verify customers' identities, pre-fill application forms and automatically collect fact-checking data.

 

Help customers to grow their savings and investments by identifying windfalls and offering instant payments for account top-ups and withdrawals.

 

59% of users would use Open Banking to pre-fill a wealth product application form if it saved time.

- Beyond Open Banking 2021 

62% of savers would use a sweeping feature to automatically top-up a wealth product

- Beyond Open Banking 2021 

Account Verification, KYC and customer onboarding

Remove customer friction

Instantly verify account ownership to onboard customers with accuracy, efficiency and speed.

Streamline income and expenditure reports

Accelerate your fact-finding process, reduce cost-to-serve, and decrease onboarding time by gathering customer financial profiles automatically with bud's onboarding solutions.

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Smart nudges and instant payments

Identify dormant funds

Identify "lazy cash" using bud's transaction intelligence layer, then provide users with contextual top-up prompts and an instant payment channel to complete them.

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. 

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2021 Beyond Open Baking Report
2021 beyond open banking report

Two-thirds of under 55s would use bank account info to pre-fill an application form for investment products.

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Our Customers

What our customers are saying about bud

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Importantly, the functionality bud provides will also enable us to continue to meet our responsibilities as a responsible lender, without compromising customer experience.
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Mike Bullock
Chief Information Officer, ANZ NZ
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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.
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Ziad Al Baba
General Manager UK and Canada, Credit Karma
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Improve onboarding and reduce friction with bud

 

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