Customers are accessed to a secure portal where they can retrieve their latest credit report and cashflow information alongside tailored product offerings for cross-sell
Members can access quarterly updated credit report insights, including their credit score, what’s impacting it, trade line summaries and recent inquiries.
Members can link their accounts held with your institution as well as external accounts for detailed cashflow analysis and spending habits.
Members can set goals and review their spending habits with detailed summaries.
Leverage aggregate account data to present detailed product opportunities to members, including appropriate deposit accounts and lending application pre-approvals.
When combined with the ASAPP OXP AOS and LOS Modules, pre-approve members for deposit and lending accounts with connections to pre-completed, streamlined application processes.
Manage the content accessed by your members to present announcements and raise brand awareness by posting updates and custom content.
Access a wealth of aggregate data regarding your member’s spending habits for both internal accounts and external-linked accounts.