FREE WEALTH & INVESTING USE CASE
Insights into using financial data in Wealth & Investing
Explore the benefits of using customer consented financial data across the wealth & investing market with Basiq.
Download the FREE use case sheet info below to discover more.
Download the FREE use case info sheet and discover insights on how to:
- Expedite customer account onboarding and verification
- Set rules to automate payments and roundups based on events
- Ongoing consent gives you a continuous view of your customers aggregated financial position at any point in time
- Powerful account insights and more!