We help banks and financial services deliver advanced personalisation through transaction data intelligence. Data Enrichment | Analytics | Intelligence
Customer expectations for digital banking are set by their favourite digital apps.
Learn how to leverage financial data to deliver the same personalised and predictive experiences, allowing them to manage their finances just as conveniently as they do everything else.
The future of rewards is personalised and real-time.
Loyalty programs looking to differentiate can now leverage transaction data insights to offer:
✅ real-time
✅ personalised
✅ location-based offers
✅ online and in-store
Learn more here: https://t.co/sGFPTbVsKe
Understanding customers goes far beyond understanding their income and expenses.
How could you better financially support your customers if you were aware their unique circumstances, life stage, career aspirations and family plans?
✅ Showing exactly what fees they are paying for, how frequently, and how much
✅ Help reduce fees by offering recommendations, comparisons and savings on products
✅ Pro-actively identify hidden liabilities
For a complete list of bank fees, reach out to [email protected]
Did you know there are over 30 different bank fees in Australia?
Accurate fee categorisation can help you identify, analyse and optimise fees for customers by:
Not all categorisation is created equal.
Poor categorisation can lead to inaccurate financial assessments, putting your customer's financial well-being at risk.
3 categories we see miscategorised all the time and the importance of getting it right.
Anticipating your customer’s goals and needs ahead of time, will be the golden standard of financial personalisation. Curious to see the kind of insights you can glean from customer transaction #data?
Get in touch today: https://t.co/N30gsTsAmJ
Last week, we joined #datascientists at Canva, EY and NAB at @UniMelb DS Cubed to share insights and advice for women pursuing a rewarding career in data science. The panel's top 4 tips:
Identifying eligible income streams is an important part of the credit risk process. At Finch, we identify over 30+ fixed and variable and income for real-time assessment. Here are our top categories: