Question: Do you know of a platform that provides real-time data insights to drive customer experience and cross-selling opportunities in banking?

For a platform that offers real-time data insights to help banks improve customer experience and cross-selling, Strands is a good option. It uses real-time data to provide actionable insights and to engage customers with personalized, data-driven money management experiences. The platform supports advanced behavioral segments, cash-flow projections, and AI-based personalization, so it can be a powerful way to attract, retain and engage customers.

Another option is Flybits, a data-driven personalization platform for delivering contextually and personally relevant experiences at scale. It includes secure data orchestration, hyper-personalization and support for a variety of use cases like onboarding, spend stimulation and cross-sell and up-sell. Flybits can help banks improve customer experience design and deliver more sales and marketing ROI.

Sensibill is another option for banks that want to deliver personalized customer experiences at scale. It collects and processes customer spending data to provide insights and analytics that can drive revenue and engagement through features like receipt and invoice OCR, expense management and personalized spend tips.

Last, MX offers a platform to connect financial accounts, gain insights and build personalized money experiences. It securely aggregates and verifies financial data, enriches it with context and supports a variety of use cases including account opening, customer intelligence and financial wellness. With robust security and compliance protections, MX ensures the data is safe while offering useful tools for engagement and growth.