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High Value insights to a person based on their financial transaction data11-50 Employees
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11-50 people
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BankingWealth ManagementMortgage
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High Value insights to a person based on their financial transaction data
It takes transactional data from your various bank accounts, credit cards and home loans (and we don't care if we source the transactions ourselves or not), but then it provides detailed analysis of these transactions to allow for the following:*

* Help brokers/lenders make decisions on lending based on a person's actual expenditure

* Help consumers determine if they can buy the property they want, and if not, then help set behavioural patterns so they can.

* Provide insights around savings, debt reduction, property and wealth to allow consumers to set goals and identify needs that they might have.

In many ways this system becomes the introduction and referral system for institutions that may currently rely on branches or other out-dated referral systems.
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Cameron O'Sullivan
Avatar for Cameron O'Sullivan
Founder @Opica Group, @Provisio Technologies Pty • Worked at @Rubik Financial, @Temenos
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