Goal-based Saving & Investing

Increase your revenue per customer by removing the barriers to investing.

Increase your customers’ ability to save and enable them to effortlessly take their first steps into investing with AI-powered tools. From round-ups to retirement planning, helping your customers achieve their goals has never been easier.

Re-engage your customers:

  • Propose the right product for their unique goals.
  • Engage users with helpful tools and nudges.
  • Identify new opportunities for cross-selling and up-selling.
Product and service specifications
Database
• PostgreSQL
Language used
• HTML5
• Python
Operating system
• Linux
Pricing structure
• Subscription-based
User interface
• Web
Tags:
Risk assessment, Goal management, Deposits & withdrawal, Fee scheduling, Performance analytics