Engage

Money Management

Encourage customers to build financial resilience

Engage and retain your customers by using key transaction insights and money management features to help them improve their financial position.

Bud Engage highlights your customers spending so they can better understand where their money goes. A phone shows a UI with different transactions on

Context

Customers are looking for ways to improve their financial wellbeing

Providing customers with experiences that help them better understand their financial position is a surefire way to strengthen the bank-customer relationship.

Against the backdrop of the rising cost of living, these experiences are becoming a necessity for consumers, and not just a nice-to-have feature.

Solution

Suggest steps that customers can take to build resilience

At Bud, we provide the ability to understand groups of transactions at the customer level, unlocking the ability to find income, benefits, loans, debts, subscriptions and more.

You can use these key insights to create journeys that provide visibility and clarity around a customer’s financial position and suggest steps they could take to build resilience.