Intelligence and Insights

Turn investment data into growth opportunities

Access consumer‑permissioned investment data powered by transaction aggregation to deliver personalized services and unlock growth opportunities.

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25

account types including taxable investment, retirement and education¹

coverage of the top 20 wealth platforms, weighted by assets under management¹

1. Mastercard Open Finance Market Research, 2026.

Enable more personalized experiences, targeted advice and new revenue opportunities across banking and wealth with consumer consented data.

Identify high‑value households and uncover rollover or cross‑sell opportunities.

Provide a holistic view of wealth; increase engagement and session frequency.

Deliver targeted insights based on actual holdings and behavior.

Reduce churn by identifying competitor holdings and creating tailored offers.

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