Spend. Save. Repeat.TM
Real-time rounding of payments and purchases into savings, investments and donations.
Summer of 2019!
How would you like to improve the financial health of your clients?
Help my clients to more easily and more regularly set aside money for saving and investing.
Provide my clients with valuable new benefits and rewards they earn as they shop an spend.
Aquire new insights into client interests and behaviours that help me improve my offerings.
Make saving a function of spend. TM
Empower clients to save money with real-time rounding of purchases on the payment cards they already use and love.
Enable team members to perform better analysis with aggregated insights into your client interests, spending and saving behaviours.
WE CAN HELP YOU ANSWER THAT.
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