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Presenter Profile:

How they describe themselves: Moneyhub Enterprise creates ready-to-use and customisable customer-centric, financial management technologies for businesses and their customers. From our inception we’ve been relentlessly pursuing the development of solutions to help customers see all their finances in one place, obtain relevant insights from that data and plan for their futures. Retirement and investing rather than simply monthly budgeting has always been one of our differentiators. We built a product to allow our users to connect and share specific data with their financial advisors, and now our technology can access 1.8 trillion UK assets under management.

How they describe their product/innovation: Moneyhub Enterprise SmartAssist is an AI driven, proactive intelligent messaging feature that helps consumers manage their finances and better plan for the future. Our algorithms are tailored to understand each user’s specific circumstances and can suggest personalised savings, investment and borrowing options, as well as asset classes based on a user’s financial history and personal financial preferences. Using machine-learning techniques, it helps users avoid fines for a late payment or dipping into their overdraft because it alerts the user before it happens and provides simple automated actions to take. Moneyhub Enterprise SmartAssist heralds the death knell of penalty charges.

Product distribution strategy: Through financial institutions, through other fintech companies and platforms

Contact

Bus. Dev.: Jon Hart, Technical Business Support Manager, jon.hart@moneyhub.com, 0117 280 5120
Press: Rhian Adams, PR & Communications Manager, rhian.adams@moneyhub.com, T: 0117 280 5120 and M:07970 637468
Sales: Ian Smith, UK Sales Director, ian.smith@moneyhub.com, 0117 280 5144 & 07539 005765