Question: How can I leverage AI-powered technology to offer the right financial products to customers at the right time?

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Engine

If you want to use AI technology to match customers with the right financial products at the right time, Engine is a potentially very useful platform. Engine is an embedded financial marketplace that connects users with a broad range of financial products from more than 1,000 providers. It provides personalized marketing, data-driven recommendations and integration to maximize customer lifetime value. With support for a wide range of financial services including loans, credit cards and savings, it's shown strong scale with hundreds of millions of financial products matched per quarter.

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Flybits

Another option is Flybits, a data-driven personalization platform that's designed to give banks contextual and personalized experiences. It enables secure data orchestration and hyper-personalization to help banks deliver relevant interactions with customers. Flybits can increase engagement rates and improve marketing ROI with personalized card experiences across the customer journey.

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Kairos Financial

If you want an AI-infused approach to managing your finances, Kairos Financial offers a platform that generates personalized financial plans based on your input. It uses AI technology to analyze your financial situation and goals, then offers trusted advice from a team of financial experts. The idea is to help you better manage your financial tools and ultimately achieve long-term wealth.

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Blueshift

Last, Blueshift offers an AI-powered marketing platform that combines customer data and AI-driven decision-making to deliver marketing across channels. It helps marketers build rich customer profiles, predict customer intent and recommend products and content. By integrating with hundreds of tools, Blueshift offers a single customer view, so marketers can make better decisions and deliver more targeted financial products.

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