April Bud update | See our best-in-class enrichment for yourself

We’re back with another Bud Update! In this month’s newsletter: 

• Read all about how you can benchmark Bud against our competitors, and see our best-in-class enrichment for yourself.
• Discover how to drive banking deposits with saving goals for improved revenue.
• Tune in to our next webinar to learn how to turn transactions into personalized insights.
• Learn about some exciting updates to our Drive and Assess products.

Find out how you can benchmark Bud, and see our best-in-class enrichment for yourself.

Bud’s ability to consolidate, clean-up and contextualize transactional data is unparalleled. But we don’t just expect you to take our word for it – we want to prove it. That’s why we encourage enrichment performance comparisons against our competitors whenever possible. Because being able to see how we deal with transactions is valuable, even in a non-competitive setting.

Find out more >>

Discover how to drive banking deposits with saving goals for improved revenue

Some institutions might view budgeting and financial health as ‘hygiene’ features. But, increasingly, consumer expectations on the accuracy and sophistication of these tools are heightened – not least because of continuing cost-of-living pressures. Using Bud's AI platform, you can build a range of PFM features, such as savings goals, as a strategic way to drive engagement, loyalty and deposits for greater revenue.

Keep reading >>

Webinar: Ready to learn how to turn transactions into personalized insights?

Behind every financial transaction, there are treasure troves of actionable insights ready for you to surface… and with Bud’s Enrich and Engage products, it has never been easier to drive deposits, ROI and wallet share. Tune in to our next webinar on April 17, where our product team will take you through a demo with insights you don’t want to miss!

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Drive product updates

Exciting enhancements to your Copilot this month!

We’re thrilled to share some fantastic improvements we’ve made to the Copilot experience:

• Better start with Copilot: We've made the initial screen you see when you start working with Copilot much friendlier. Now, instead of staring at an empty screen and wondering what to ask, you'll be greeted with clear prompts and suggestions. These are designed to spark your curiosity and help you dive deeper into our product with ease. No more guesswork needed – just go straight to exploring what matters to you.
• Chat history at your fingertips: Ever had a great conversation with Copilot and wished you could revisit it? We’ve added a chat history feature so you can easily find and refer back to past discussions. Whether you want to adjust the customer segments you’ve created or share them with your team, accessing your chat history is now a breeze.

Innovations in insights:

• Insights tailored over time: We've introduced an exciting feature that lets you view insights based on different time frames. Want to find out how your customers' income stability has changed over the last 3, 6, or even 24 months? Now, you can do just that, opening up a world of possibilities to understand your customers better. This new ability brings an unparalleled depth to how you can use our insights to drive your strategies.

Discover Drive >>

Assess product updates

Showing month to date transactions in the Assess dashboard

Historically, the Assess dashboard has provided data up until the end of the latest calendar month, resulting in a noticeable data gap. This meant that if a customer connected their account on the 25th of October for example, our data would end on the 30th of September as the last day of the last full calendar month.

To address this issue, we can now support both calendar months and rolling-month models. Moving from calendar months to rolling months will eliminate data gaps and provide users with the most up-to-date financial information. By adjusting the comparison window to a rolling month model, users can access insights from transaction data right up until the last full day before connecting their accounts.

Discover Assess >>

To find out more about Bud, please get in touch or visit our website.