Empower Your Customers

With the right tools for the job, your customers can get on track and reach their financial goals.

Prioritize Customer Wellness

Our suite of personalized (and proactive!) tools work together seamlessly to help your customers make empowered decisions and take control of their finances, without ever leaving your banking experience.

Proactive Recommendations

Encourage your customers to take timely, high-impact actions by presenting them with personalized suggestions and product recommendations based on their goals and financial situations.



Too many banking tools focus on past spending that can’t be changed. Why not give your customers a glimpse of their financial future, and drive better decision making in doing so? FutureLook™ paints a clear, easy-to-read forecast of a customer’s future based on the choices and decisions they are making today.

Smart Spend & Save


Life is all about trade-offs, weighing the benefits of splurging on that thing you want now vs. saving for something big further down the road. With Smart Spend & Save, your customers can see that trade-off in real time, track their spending throughout the month, and automatically transfer any savings towards their goals.

Payment Planner

Help customers easily understand the long-term effects of their day-to-day payment decisions:

   “If I paid more on my auto loan, how much interest would I save?” 

   “If I only make the minimum payment, when will I be debt-free?”

By providing answers to the real-life questions your customers face every day, they’ll be one step closer to financial peace of mind on their wellness journey.

Goals-Based Banking

We believe banking should be centered around what matters most to customers: their financial goals. Customers have ample opportunity throughout the platform to create, manage and review progress toward their goals to stay motivated and on track.

The Power of a Holistic Account Experience

In addition to the accounts they hold with your institution, customers can connect, see and manage their external accounts, making your solution a one-stop-shop for their finances, and you at the center of it  all.

Seamless, Consolidated and Customizable Payments

Take the aggregate account experience a step further by empowering your customers to manage all their payments in one single place. Whether they’re chipping away at an auto loan, paying a bill or just a friend back from lunch, customers can quickly and securely make the following types of payments without leaving your app:

  • Account to Account (A2A)
  • Member to Member (M2M) and “On-Us” Payments
  • Person to Person (P2P)
  • Bill Pay
  • Domestic and International Wires

Want To Learn More?

Check out our Product Guide for an in-depth feature review.