Moneythor Adds New Wealth Management Module to Its Digital Engagement Solution

Moneythor, a leading solution provider of personalised customer experiences for banks and embedded financial services firms, announced the launch of a wealth & portfolio management add-on module to its data-driven personalisation and digital engagement solution.

Fazzaco Hall of Fame 2022 Officially Opens (Click to Nominate)!

With flexible integration options, the Moneythor digital engagement tool for wealth management can ingest a broad set of data, from retail accounts, cards and lending products to customers' investment portfolios, holdings and Net Asset Value (NAV) feeds, including those sourced via Open Banking rails. The information is then used by the configurable Moneythor platform and its modern API to generate and deliver tailored insights, recommendations and nudges at scale and in real-time.

Commenting on the launch, Olivier Berthier, CEO and Co-Founder of Moneythor, said: "Adding the ability to deliver personalised experiences across investment journeys was a natural evolution of our solution aiming to address the needs of financial services customers across all segments including retail, SME and now wealth. We are excited by the interest we have seen from our clients and partners for these new features, and how important personalisation and digital engagement are now to their wealth management strategies."