Introduction to Engage

Unlocking personalization through transactional intelligence

For a long time, personalization has been the holy grail of the financial services industry. Transactional intelligence underpinned by AI is now making this a reality with Bud.

After many years of refining our technology, and having enriched billions of transactions, our best-in-class enrichment models underpin a suite of tools that allow you to personalize your customer's experiences at each step of their journey.

By providing personalized experiences, Bud helps to simultaneously drive customer engagement while also improving loyalty, retention, and increasing customer deposits.

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Engage: Bud's suite of money management tools

Engage is a suite of tools that are designed to produce personalized insights into each aspect of your customer's finances. Each tool utilizes Bud's Enrichment features, in order to cut through the noise in messy financial data to provide a single holistic view of your customers.

How does Engage work?

Getting data into Engage is simple, if you're a financial organization with existing transactional data available to you, you can utilize Bud's first party ingestion in order to stream transactional data to Bud in real time or batched. If you're looking to aggregate your customer's data from a number of different financial providers you can use Connect in order to make use of Bud's aggregation capabilities.

Once the data has been ingested into Bud's platform, it is automatically standardized, enriched, encrypted and stored ready for you to query using one of Bud's Engage packages.

Which package is right for me?

As mentioned above, there are three packages available to customers of Engage;

• Spend Insights: provides customers with a standardized and enriched list of their customer's accounts and transactions. Enrichments include categorization, merchant identification and regularity.
• Money management: contains our series of smart finders providing insights into your customer's income, subscriptions, loans, debt etc. As well as access to money management tools such as savings goals and spending budgets.
• Personalized engagement: includes numerous actionable insights for your customers such as cannot cover bills or subscription increases as well as the ability to create multiple custom insights.

If you have any questions, please contact us via the chatbot (bottom-right of screen 👉) or via a support request or check our FAQs.