01. Collect insurance and pension data
The user enters the flow in your app or on your website and selects the insurance and/or pension providers they want to collect their data from.
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How Personal Finance works.
02. Authentication and collection of data
The user authenticates themselves using single sign on, username and password, or PDF upload. At the same time, they consent to Insurely collecting data on their behalf.
03. Data collection
Insurely then collects the user’s or data. The data is cleaned, standardized, returned and ready to use within a couple of seconds.
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04. Make data transparent and understandable
The data can then be used to help the user understand their current coverage and pension savings, as well as giving them an overview of their financial situation. This allows them to make informed decisions and become more engaged users.
Why use real-time data for Personal Finance?
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Make business cases that make business sense
By leveraging insurance and pension data, you can create use cases and services which are not only good for your customers but that also actually adds to your bottom line, resulting in profitable growth.
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Increase customer engagement
Consolidating insurances, pensions, and more allows customers to easily interact with various financial products in one place, which leads to increased engagement.
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Make better offers
Access to data points such as price, discounts, deductibles and a lot more regarding your customers’ insurances and pensions, enables you to offer targeted products and services.
Hear it from our customers.
"At SEB, we constantly strive to meet our customers' changing needs and we have, in recent years, focused heavily on digitizing our products and services. We are very proud to take the first step towards open finance and meet our customers' expectations with the help of our strategic partner, Insurely. We look forward to continued close collaboration with them throughout the entire insurance sector."
Stefan Stignäs
Head of Exploratory Banking & Strategic Partnerships, SEB
Full story
Using Insurance Data Access
Using Pension Data Access
How to create the Personal Finance use case.
Product
Insurance Data Access
Improve your sales, retention, and insights by getting real-time insurance data directly from consumers current policies.
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Product
Pension Data Access
Increase your Assets under Management by making it simple for consumers to collect, view, and move their pensions to your services.
Data Access Method
API
Use our APIs to access and use data directly in your applications - in exactly the way you want to.
Data Access Method
Pre-built user interfaces
Exceed customer expectations by accessing insurance and pension data through our pre-built user interfaces. Tested, optimized, and quick to implement.
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Data Access Method
Advisor Dashboard
Empower your advisors to give valuable advice in less time by giving them access to customers’ insurance and pension data in real-time in a single overview.
Product
Investment Data Access
Increase assets under management with real-time investment data access collected in 15 seconds to power net worth consolidation, personalized wealth advice and investment transfer initiation.
