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Customer Engagement Platform

Planto

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

Description

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

271 views
Required products
Fusion Essence
Fusion Equation
Website
Data processing countries
Hong Kong
Taiwan