Digitalisation of capital transfers
Make it effortless for users to switch from other financial institutions to you.
We give banks, fintechs and AI companies real-time access to consented, structured financial data across investments, pensions, insurance, savings and credit. Whether you are helping customers switch provider, transfer their pension, understand their complete financial picture, or build AI products that actually know the customer — it all starts with the data.
Make it effortless for users to switch from other financial institutions to you.
Save time and money by focusing on the right users at the right time. Up to 50% efficiency gain when using real-time data.
Use verified financial data to demonstrate clear value of you product. Increase trust and customer lifetime value.
Deepen engagement, drive retention and uncover up-selling opportunities.
"The investment transfer process is typically manual, filled with friction, retrieving account numbers, navigating outdated interfaces, and hoping everything goes right. That’s where we would lose share of wallet and that’s exactly what Insurely’s solution is built to prevent."
“Open finance is one of the biggest shifts in financial services in decades and we’re leading it. Since 2018, we’ve built the infrastructure that turns consumer data control into real business growth for the industry.”