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Personal Finance Management

PFM tools and solutions are staying ahead of the curve by embracing Open Banking data to provide seamless customer experiences and gain valuable insights, to offer personalised financial advice through a holistic financial view of customers.

Check out the use case info sheet below to discover more.

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Offering personalised financial advice is becoming expected from banks, but building PFM tools and solutions can be complex and expensive. Being able to collect and constantly update all of this data can be challenging.


The Basiq platform allows Pocketbook to rapidly onboard new users at scale by providing an ongoing connection to real-time, enriched data from +100 institutions. From consent to categorised transactions, Basiq ensures Pocketbook can seamlessly migrate current users and successfully onboard new ones.

Discover more benefits & insights

Explore the benefits of using customer consented financial data for PFM tools and solutions with Basiq.

  • Expedite customer account onboarding and verification
  • Connect to categorised customer consented data across multiple institutions
  • Access serviceability scoring to quickly assess a customer financial position
  • Personalise offerings to customers based on account, merchant and transaction insights and more!

Industry Leading Products

Some of the most innovative fintechs in the world utilise the Basiq platform to provide market leading solutions.

Access account data in real-time


Get real-time access to account details, balances and transactions from financial institutions.

Enhance transactions with
merchant data


Get rich insights by identifying the merchant, expense category and location of each bank transaction.

Gain deep insight of your
customer’s finances


Get a better understanding of your customer’s financials by identifying income sources, expenses, assets and liabilities.

Uncover rich insights
with data driven payments


Execute payments through the Basiq platform by combining the power of financial data and payments.

Ready to get started?

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