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FREE WEALTH & INVESTING USE CASE

Insights into using financial data in Wealth & Investing

Explore the benefits of using customer consented financial data across the wealth & investing market with Basiq.

Download the FREE use case sheet info below to discover more.

Download the FREE use case info sheet and discover insights on how to:

  • Expedite customer account onboarding and verification
  • Set rules to automate payments and roundups based on events
  • Ongoing consent gives you a continuous view of your customers aggregated financial position at any point in time
  • Powerful account insights and more!

Download the use case info sheet below

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General communication

For general queries, including partnership opportunities, please email info@basiq.io

Technical or account support

We’re here to help! If you have technical issues, contact support.