Meet the Financial Advisor

for your customers

Improve their financial capacity while increasing the retention and upselling rates for your institution using the MiBolsillo’s journey.

Customize your customer’s journey.

The customized financial advisor through widgets

Automated savings

Your customers will reach their goals up to 3 times faster!

Digital financial advisor right in their hands

The digital financial advisor that transforms data into challenges to advice your customers at the right time.

Financial education

Provide unique insights to improve your customer’s financial capacity.

Your financial institution leading in the digital transformation

Get control of your portfolio

Prevent credit overdue in your customers through predictive behavior models.

API plug & play

Easy to implement, adaptable to your App, chat, SMS notifications and more.

Increase your deposits level

Promote a savings culture automation within your customers.

Customized experience

Insights and advices according to the financial health of each one of your customers.

Get control of your portfolio

Prevent credit overdue in your customers through predictive behavior models.

API plug & play

Easy to implement, adaptable to your App, chat, SMS notifications and more.

Increase your deposits level

Promote a savings culture automation within your customers.

Customized experience

Insights and advices according to the financial health of each one of your customers.

Contact us