White Label Retail Banking

Our tools let you enrich and structure the data to build a broader financial behavior profile

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White Label

What is White Label Retail Banking?

The White Label Retail Banking revolutionizes the way end-customers see digital banking, personalizing their experience and offering a 360-degree view of their financial life. The solution combines the best of both worlds: basic banking functions and advanced personal finance advising tools, to provide perfect user experience and drive customer engagement to a whole new level.

Personal Finance Management

Provide your end-customers with personalized digital banking experience and raise your engagement rates to the next level

Mobile and Web Banking

Unify your end-customers’ financial needs in one app — make payments, open accounts, view currency exchange rates, apply for loans and any other banking activities combined together

Personal Finance Management

Offer your end-customers complete control over their personal finances by providing a financial tool set: Budgeting, Saving Goals, Financial Calendar, Advanced Reports, Advice & Notifications, etc. Give the end-customers a reason to engage with your app on a daily basis, raise their trust by providing timely warnings and precautionary actions, and improve customer satisfaction with useful advice and insights to help them take their financial health to a higher level and keep it in check.

Cards & Accounts

With the help of Global Data Aggregation your end-customers can link all their accounts, including external ones, to the White Label Retail Banking. We are currently supporting 2600+ financial institutions from over 60 countries, as well as online payments systems such as: PayPal, Payoneer, etc.

  • All cards & accounts: current account, savings, checking, mortgage, loan, insurance, debit/credit cards, bonus, etc.
  • Bank statement with transaction details
  • Account holder information
  • Notification alerts for balance thresholds
Personal Finance

Transactions Categorization, Merchant Identification

Categorization

Unify all of your end-customer’s transactions across all their cards and accounts in the same place - your banking app. The White Label Retail Banking makes the navigation through transactions an easy task with accurate categorization, merchant mapping, and powerful search capabilities.

  • Unified Information
  • Normalized Data
  • 93% Transaction Categorization Accuracy
  • Self-Learning Categorization Engine
  • User-driven Recategorization
  • Merchant Identification
  • Merchant Mapping

Financial Planning

Automate financial planning by implementing the Solution’s flexible functionality which automatically generates and manages financial budgets, schedules bills and other payments.

  • Set up a Monthly Plan for Bills, Savings and day-to-day spending
  • Receive a monthly automated budget based on spending history
  • Schedule future expenses and recurring bills
  • Review past spending patterns based on categories and time intervals
  • Get timely reminders & warnings to stay within your budget limits
Categorization

Saving Goals

Saving Goals

It’s easier to achieve a financial goal when you can actually track your progress. Setting up a Saving Goal and trying to reach it is an effective way to revitalize your financial health.

  • Set up a Saving Goal and track your progress through a linked savings account
  • Estimate how much time it will take to achieve your goal based on your monthly plan
  • Personalize your goals by adding categories and photos
  • Get notifications on your goal progress

Financial Health Check & Financial Report

Discover end-customers’ financial health and receive contextual expense reporting. Providing end-customers with information and advice based on their transactions is a rewarding feeling which helps build a habit for financial management.

  • Weekly and Monthly reports rendered across channels, e.g. activity feeds and via email
  • Detailed Transactions Reports which include category grouping, monthly turnover, merchant reports, etc.
  • Financial forecast based on transaction history and past spending
Health Check

Day-to-day Advice & Notifications

Notifications
  • Drive your end-customer engagement to new heights by offering day-to-day gamified guidance
  • Improve end-customer trust with timely based warnings and precautionary actions
  • Raise end-customer satisfaction with useful insights to help keep their financial health in check

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White Label Retail Banking

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Mobile and Web Banking

The PSD2 Payment Initiation API enables end-customers to move funds from multiple institutions, directly from your banking app, e.g.:

  • Make payments
    • Transfer funds between accounts
    • Make instant payments
    • Pay invoices
    • Make national and international transfers
  • Request money from a friend
  • Exchange currency at competitive rates
Web Banking

Account Management

Account Management

Cover all end-customers’ financial needs with a single app:

  • Manage your credit/debit card:
    • Report as stolen
    • Restore CVV
  • Fast account opening:
    • Debit/Credit Card
    • Current Account
    • Savings Account
  • Apply for loan, mortgage, insurance, etc

Learn more about
White Label Retail Banking

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Get a first-hand experience with our global leading software to see the full range of possibilities that are unlocked for you and your company

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