Smart Fact Find
by Moneyhub · Wealth and investment platforms · London, United Kingdom
Supports suitability assessment for pension and wealth products through automated financial fact-finding.
What Smart Fact Find does
- Automated fact-finding
- Suitability assessment
- Financial information gathering
What Smart Fact Find is used for
- Product suitability
- Compliant recommendations
- Customer financial assessment
Who Smart Fact Find is for
- Wealth and investment managers
- Pension providers
- Wealth managers
About Moneyhub
AI-powered transaction categorisation, data aggregation, and lending decisioning for banks and insurers.
Moneyhub in the vendor registry: its products, features and similar vendors.
Also by Moneyhub
- Categorisation and Enrichment Engine: Transforms raw financial data into verified, decision-ready intelligence with 98% transaction categorisation accuracy.
- Data Aggregation: Connects to all customer financial and non-financial accounts with market-leading connection, resilience and coverage.
- Smart Lending: Increases lending approvals by 18% by replacing financial uncertainty with verified income and spending data.
- Smart Segmentation: Delivers precise, data-driven targeting to replace vague assumptions and improve customer engagement.
- Smart Money Actions: Delivers automated, contextually relevant advice and offers to increase engagement and customer lifetime value.
- Smart Payments: Improves first-time payment success rates to 70% with intelligent, low-cost variable recurring payments.
More in this category: Wealth management and investment platforms.
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