Smart Investments – Use case for:

Empower users to invest sustainably

Smart Investments empower customers with personalized recommendations of green investment opportunities and make regular investing effortless with automated rules


Make sustainable investing effortless with personalised recommendations and automated rules while increasing recurring sales.

Why Bankify's Smart Investments?

Engage the emerging environmentally conscious customer segment

Increase recurring sales of sustainable investment products

Promote sustainable investing while improving customer experience and loyalty

Services used to build this use case

How it works

We provide data-driven recommendations of investment products based on user preferences, demographics & risk profile, while focusing on sustainable options and utilizing open banking to analyse customer affordability metrics.

Users can automate their investments by setting up rules according to which we initiate payments through open banking.

Interested in this use case?