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FREE PFM USE CASE

Insights into using financial data in PFM solutions

Explore the benefits of using customer consented financial data for PFM tools and solutions 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
  • Connect to categorised customer consented data across multiple institutions
  • Access serviceability scoring to quickly assess a customer financial position
  • Personalise offerings to customers based on account and transaction insights and more!

Download the use case info sheet below

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General communication

For general queries, including partnership opportunities, please email info@basiq.io

Technical or account support

We’re here to help! If you have technical issues, contact support.