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Customer Engagement Platform


Consumer Banking
Financial Wellness
Enabling FIs to engage customers with personalized insights and recommendations within their digital banking channel


Planto's Customer Engagement Platform enables Financial Institutions to personalise interactions with their digital banking customers powered by transaction data enrichment & contextual data.

Built from ground up as part of Planto's B2C proposition that serves 500,000+ users, this platform comes with:

1. Proprietary data enrichment capabilities,

2. 100+ market validated library of personalized insights that cover money management insights, content for financial literacy, financial advice or cross-selling opportunities

3. Back office tools to empower your digital & customer engagement teams to boost their digital sales metrics


App information

Required products
Fusion Essence
Fusion Equation
Data processing countries
Hong Kong