Dashboard, a customer engagement solution for banks and credit unions
powered by Grow
Dashboard is a white labelled hyper-personalized financial management tool. Dashboard enables you to effortlessly improve customer engagement, retention and satisfaction by providing users with tailored self-serve insights to help empower their decision-making.
Welcome to the future of banking
Advice without an advisor.
How do financial service providers balance rising digital adoption with decreasing customer satisfaction?
Through Dashboard, financial institutions can maximize acquisition of digital segments while still retaining the customer centric, advice-driven service they want to provide
Engage users by giving them hyper-personalized information, advice and product recommendations through one financial dashboard
Everything they need.
Everything you need.
Hyper-Personalized Product Offerings.
Make smart product suggestions based on real-time cashflow and credit data. Optimize your customer's finances and effectively grow your wallet share with personalized product offerings that are truly relevant
Dashboard's financial goal setting feature helps users stay on track, and helps you better understand how you can provide more relevant advice and recommendations
Users can view their credit score history with monthly comparisons and trends including the key factors affecting score so they’re empowered to improve their rating
Dashboard provides an overview of user’s spending habits and savings, product-level summaries of debt obligations, and trend analysis so users have a complete grasp of their cashflow
Knowledge is power. Users can compare their financial profile, such as income and spending behaviour, to other demographics organized by age, location and credit score