Frictionless wealth management with Open Banking

Account verification and customer onboarding

Remove customer friction- Instantly verify account ownership to onboard customers with accuracy, efficiency and speed.

Stop payment errors and instantly fund accounts- By verifying account ownership and using Bud's Pay product, manual errors are eliminated during the payment process and accounts are paid instantly.

Streamline income and expenditure reports- A single affordability dashboard allows you to streamline your fact-finding process, reduce cost-to-serve, and speed up onboarding. 

Smart nudges to take action

Identify dormant funds – Identify "lazy cash" using Bud's transaction intelligence layer, then provide users with contextual top-up prompts and an instant payment channel to complete them.

Detect next best action – Identify windfalls or significant changes in users' financial situations and create prompts for additional payments into an investment or savings account. 

Provide relevant financial products and services

Segment your customers for more relevant product offers – Use financial data to help customers achieve their goals by matching them with the products that best suit their situation. Export data to sync with your CRM and keep all your touchpoints personal and relevant.

Users' pensions in one view – Bud's participation in the government's pensions dashboard scheme provides a unique opportunity for wealth firms to become leaders in retirement planning.