PERSONAL FINANCIAL MANAGEMENT

PERSONAL FINANCIAL MANAGEMENT

Customers can keep up-to-date on their financial well-being with access to their Equifax Credit Reports, as well as link their accounts to your institution and others to review reports covering everything from spending habits to financial status. Our management portal lets you target specific account advertisements to your customers based on financial profiles to ensure a suitable, personalized experience with high value products.

HIGHLIGHTS

CUSTOMER PORTAL:

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

MEMBER-FACING CREDIT REPORTS:

Members can access quarterly updated credit report insights, including their credit score, what’s impacting it, trade line summaries and recent inquiries.

PERSONAL FINANCIAL MANAGEMENT:

Members can link their accounts held with your institution as well as external accounts for detailed cashflow analysis and spending habits.

GOAL TRACKING:

Members can set goals and review their spending habits with detailed summaries.

TARGETED OFFERS:

Leverage aggregate account data to present detailed product opportunities to members, including appropriate deposit accounts and lending application pre-approvals.

STREAMLINED APPLICATION:

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.

CONTENT MANAGEMENT:

Manage the content accessed by your members to present announcements and raise brand awareness by posting updates and custom content.

CUSTOM REPORTS:

Access a wealth of aggregate data regarding your member’s spending habits for both internal accounts and external-linked accounts.

OMNICHANNEL EXPERIENCE PLATFORM

ASAPP OXP can transform your financial institution by leveraging customer insights, while eliminating unnecessary steps in support of a digitally proactive environment. Get in touch with us today and discover how we can play a pivotal role in helping you build your business and your brand.