myFinsights is a customisable and user-friendly digital portal for direct consumer engagement. Its intuitive design delivers exceptional user adoption and conversion rates and enables best-in-class self-serve engagements.
Orientated towards, but not limited to finance related user-journeys, the myFinsights portal can be tailored and configured to any business sector that require a direct digital engagement interface with consumers. Cloud-native and with a modern API infrastructure, myFinsights is easily integrated into any core CRM / ERP system and can easily embed other 3rd party services to deliver a 'one-stop-shop' portal for consumers.
This flexible portal has a host of features available which can be configured to any business needs:
- Open Banking data connections
- Easy to use document and file upload facility
- E-signature functionality
- Card payment integration suite
- Free-to-consumer Benefits Checker
- 3rd party services sign-posting and support centre
- Mobile device ready
- White-labelled with a business's branding
