For Institutions
Transform how you engage with your customers
Create deeper, stronger relationships, gain full financial insight, and seamlessly deliver products optimized for your customers' needs.
Transform how you engage with your customers
Create deeper, stronger relationships, gain full financial insight, and seamlessly deliver products optimized for your customers' needs.
The TXIO platform helps your customers understand, organize and plan their personal finances.
Over time, it becomes part of everyday financial life.
Data aggregation
Spending analysis
Debt tracking
Investment tracking
Budgeting
Personalized Insights
Financial planning
You will gain deep insight into your customers' financial lives, resulting in optimized engagement and product fit.
End-to-end product fulfillment directly on the TXIO platform removes friction, providing a seamless, fully integrated experience for the customer.
Benefits
Strengthen customer relationships, improving loyalty and retention
Boost revenue by selling more products and services
Identify cross-selling opportunities
Reduce servicing time and costs
SaaS solution is compatible with existing infrastructure