Financial services, at the moment money is the decision.
A financial organisation can be discoverable when a journey reaches a product question. Education and comparison can start now. A regulated handoff waits for the right operating framework.
Who this is for
Banks, NBFCs and lenders, fintech and credit providers, investment and wealth platforms, registered advisers where applicable, and insurers or brokers where applicable.
What you can aim for
Relevant intent, contextual discovery, education, comparison, and a next step the person starts.
Data and user control
Introductions are user initiated. Sharing is limited to what that action needs. The person sees why an option appeared and chooses whether anything is shared. My ESI stays with the person.
Designed for permissioned, user-initiated financial journeys. Live regulated handoffs will be enabled only under the appropriate operating and regulatory framework.
Elevate. Scale. Inspire.