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Qualified lead generation
Users today expect services that know them and adapt. With real-time personal data, you can deliver intuitive, personalised experiences, while identifying and prioritising the customers with the highest potential.
Use cases
Next-gen switching between financial providers and smart guidance for everyone.
Simplify switching between wealth & insurance product providers using real-time data. Empower AI agents and advisors with personal insights for holistic, accurate guidance.
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How can you use the data?
Data driven product comparison
Use verified financial and insurance data to demonstrate clear value — helping users make confident, informed choices faster. It’s transparency that builds trust — and trust that drives conversion.
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Digitalisation of transfers
Make it effortless for users to switch financial products with digital transfer initiation and instant data verification — reducing friction and drop-off. Consumers get the freedom to choose what truly fits them, while you gain their loyalty.
Holistic and hyper-personalised advice
Access a complete view of customers’ financial situations to power personalized, AI-driven insights that deepen engagement, drive retention and uncover up-selling opportunities.
