Business use cases

Turn shared context into a better customer experience.

Start with a clear user benefit and request only the financial information needed to provide it.

Financial credibility

Let customers show selected assets and debts when a purchase, application or agreement needs financial context.

Help people understand how regular saving or debt repayment can move them towards a specific goal.

Give advisers a current view of the financial information a customer has chosen to share.

Give lenders, borrowers and investors one shared view of balances and repayments between people they trust.

Make conversations about diversification and long-term saving easier with a current, permissioned portfolio view.

Respond to relevant changes with useful support instead of broad, generic campaigns.

Identify when a customer's updated debt and asset position may support a more relevant refinancing conversation.

Refresh information a customer chooses to share instead of repeating broad manual collection.