To succeed in the digital age, financial services providers must understand how to engage customers and serve their deepest needs. Having the latest technology is not enough — you must know how to use it to enhance customer experience and build long-term loyalty.

In this new era of digitalisation, delivering differentiated customer value hinges on building trust through insights that can improve the financial wellbeing of customers…

Players like Grab have started offering embedded wealth as part of their core service to customers and PFM will play a similar important role for many fintech and non-traditional financial services…

The last two years have seen a cultural shift in consumer behaviour and expectations, with today’s consumers demanding more oversight and control over their finances…

Modern PFM apps offer enhanced consumer engagement by leveraging open banking… [and] can seamlessly link to your banks without asking for credentials and even link to banks that don’t have a website.

Competition is heating up between PFM apps, and the room for error in the onboarding user journey will become even narrower, as consumers become increasingly less tolerant of inconveniences and poor user experiences.​..

Technology enables and differentiates you. What you are building, you’re not building for today, you’re building for the years ahead.