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.

The TXIO platform helps your customers understand, organize and plan their personal finances.

Over time, it becomes part of everyday financial life.

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    Data aggregation

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    Spending analysis

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    Debt tracking

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    Investment tracking

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    Budgeting

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    Personalized Insights

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    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