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USE CASE

Personal Finance Management

PFM tools and solutions are staying ahead of the curve by embracing Open Banking data to provide seamless customer experiences and gain valuable insights, to offer personalised financial advice through a holistic financial view of customers.

Check out the use case info sheet below to discover more.

Still have questions? Contact Sales

Challenge

Offering personalised financial advice is becoming expected from banks, but building PFM tools and solutions can be complex and expensive. Being able to collect and constantly update all of this data can be challenging.

Solution

The Basiq platform allows Pocketbook to rapidly onboard new users at scale by providing an ongoing connection to real-time, enriched data from +100 institutions. From consent to categorised transactions, Basiq ensures Pocketbook can seamlessly migrate current users and successfully onboard new ones.

What our customers are saying

Pocketbook

Tamim Noorzad, Head of Product

We chose Basiq because we want to work with a team that would provide local, dedicated support and who we could trust to scale with us. The great thing with Basiq is that they get our vision and are dedicated to seeing us grow and achieve that mission.

Read the full story

Discover more benefits & insights

Explore the benefits of using customer consented financial data for PFM tools and solutions with Basiq.

  • 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, merchant and transaction insights and more!

Industry Leading Products

Some of the most innovative fintechs in the world utilise the Basiq platform to provide market leading solutions.

Access account and transaction
data in real-time

Connect

Get real-time access to account details, balances and transactions from financial institutions.

Gain deep insight of your
customer’s finances

Affordability

Get a better understanding of your customer’s financials by identifying income sources, expenses, assets and liabilities.

Enhance transactions with
merchant data

Enrich

Get rich insights by identifying the merchant, expense category and location of each bank transaction.

Ready to get started?

Get in touch or create an account.