connect with us on linkedin follow us on twitter call us on 03303 600300 email us at mail@moneyinfo.com moneyinfo limited
Forward House,
Henley-in-Arden
Warwickshire,
B95 5AA

THE PLATFORM FOR DIGITAL
CUSTOMER ENGAGEMENT

BOOK A MEETING
 
 

See the bigger picture

moneyinfo brings together data for investments, savings, pensions, property, banking, credit cards, mortgages and insurances.

 
 

Build stronger and longer relationships

Create more meaningful relationships by helping customers to understand the full picture of their current situation and use this data to offer services that can deliver them better financial outcomes.

moneyinfo will help move your transactional customers to regularly engaged consumers.

 
 

A passport to financial services

The complete financial profile built through aggregated data enables you to present solutions to customer needs based on their own circumstances. Fulfilment is easy as all parts of the sales journey can be automated.

 
 

Accelerate your digital innovation

Our aggregation services are available through our RESTful API allowing you to build your own differentiated 
user experience.

Alternatively, use the API with SSO and seamlessly integrate the moneyinfo user experience with your existing tools.

We take a partnership approach to meet your needs.

 
 
 
 

Redefining the financial services customer journey

Customer’s expect you to deliver technology to help them manage their finances and make their lives easier.

Digital engagement isn’t just about having a really cool front-end, moneyinfo has the components you need to help you build and manage your digital customer proposition and drive adoption.

Leverage the open banking opportunity by extending account aggregation across your customers’ entire 
financial universe.

 

Big Data insights

Automated mobile alerts and nudges makes collaboration secure and easy and increases customer touchpoints.

The comprehensive financial data model within moneyinfo can trigger reminders for key events and nudge customers into action all accessible via our APIs.

Data insight enables you to predict future financial needs 
to drive marketing and product design.

 

Privacy by design builds trust

Secure messaging takes important information away from the insecurity of email.

Enhanced privacy controls allow customers to control their personal data and decide who to share it with and bank 
level encryption keeps customer data safe.

Big Data insights

Automated mobile alerts and nudges makes collaboration secure and easy and increases customer touchpoints.

The comprehensive financial data model within moneyinfo can trigger reminders for key events and nudge customers into action all accessible via our APIs.

Data insight enables you to predict future financial needs 
to drive marketing and product design.

Privacy by design builds trust

Secure messaging takes important information away from the insecurity of email.

Enhanced privacy controls allow customers to control their personal data and decide who to share it with and bank 
level encryption keeps customer data safe.

 
 

A passport to financial services

The complete financial profile built through aggregated data enables you to present solutions to customer needs based on their own circumstances. Fulfilment is easy as all parts of the sales journey can be automated.

 

A passport to financial services

The complete financial profile built through aggregated data enables you to present solutions to customer needs based on their own circumstances. Fulfilment is easy as all parts of the sales journey can be automated.

 

Benefits to you

  • Accelerate digital innovation

  • Understand your customers entire financial universe

  • Increase customer insight beyond open banking

  • Deliver targeted financial services based on customer need

  • Big data insight improves marketing, communications, underwriting and product design

  • Your brand is the go-to financial app

 

Benefits to your customers

  • One login to everything financial

  • Access to your services based on personal circumstances

  • A passport to more informed decisions

  • Safe, secure and in control

  • Peace of mind, everything organised and accessible

  • Makes their life easier

Benefits to you

  • Accelerate digital innovation

  • Understand your customers entire financial universe

  • Increase customer insight beyond open banking

  • Deliver targeted financial services based on 
customer need

  • Big data insight improves marketing, communications, underwriting and product design

  • Your brand is the go-to financial app

Benefits to your customers

  • dogs One login to everything financial

  • Access to your services based on personal circumstances

  • A passport to more informed decisions

  • Safe, secure and in control

  • Peace of mind, everything organised and accessible

  • Makes their life easier