Coach financial well-being with Personal Finance Management

Help your customers achieve their financial goals by providing a holistic view of their assets and liabilities in a single dashboard.

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Explore Solutions

Trusted by Leaders

Categorisation Engine

Unlock the Full Potential of
Rich Transaction Data

Recurring payments

Track monthly expenses like subscriptions, utility bills, EMIs and insurance premiums.

150+ categories

Tag each transaction with precision into specific types for accurate behaviour analysis

Propensity Signals

Spot spending patterns that suggest a customer might need a specific product soon.

Off-bank liabilities

Spot payments made to competitor institutions, such as external credit card bills or loan EMIs.

EMI detection

Accurately identify lenders, loan types, and repayment consistency even with messy narration.

Outcomes

Hyper-Personalise Insights. For every Customer

Understand customers better

Increase share of wallet

Provide actionable insights

Increase engagement and retention

Customer 360

Consolidate financial relationships

Combine savings, FDs, Stocks, Mutual Funds, NPS and more.

Suggest next best actions

Identify gaps in financial well-being

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track expenses

Clear spend analysis

Categorise transactions in 150+ categories like dining, groceries, and travel with 95% accuracy

Track recurring bills and subscription payments

Highlight spending patterns

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Better Engagement

Hyper-personalise nudges

Send timely alerts for low balances or upcoming large payments.

Suggest ways to utilise idle money

Identify up-sell / cross-sell opportunities

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networth insights

Detailed investment insights

Monitor stocks, MF, SIPs and redemptions

Break down holdings by sector and asset class

Highlight concentration risk

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What you can do

Orchestrate better financial workflows with Ignosis

Engage

Increase customer engagement

Use real-time signals to engage customers with relevant nudges, reminders, and financial recommendations.

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Revenue

Increase share of wallet

Use triangulated financial signals to identify cross-sell and upsell opportunities across credit, deposits, insurance, and investment products

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Engage

Map customer needs

Identify emerging needs such as short-term liquidity, credit top-ups, or refinancing.

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revenue

Hyper-personalise offers

Trigger contextual, pre-qualified offers based on financial and life-stage indicators to improve acceptance and conversion rates.

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insights

Monitor portfolio with early warning signals

Continuously track changes in cash flows, obligations, and behaviour to power internal EWS and detect emerging stress.

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case studies

Moneyview boosts loan disbursal with Ignosis's AA orchestration

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+20%

improvement in success rate

+5%

increase in overall disbursals

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testimonials

What our clients are saying

"We have been able to bring Ignosis's Account Aggregator (AA) orchestration capabilities to enable a faster, safer, and smoother data sharing experience for borrowers. It has allowed us to make more informed credit decisions and enhance access to credit for our customers."

Mohit Gupta

Chief Product Officer

“Ignosis team is extremely accessible and always on top of what is happening. What I liked most is that they always seek to understand the value they are creating for the client"

Swapnil Patil

Chief Product Officer

“Ignosis's analytics has enhanced our underwriting process through improved income detection accuracy. Their AA orchestration was seamless to integrate.”