Future of Transactions

Future of Transactions

Future of Transactions

Evolving Finance With AI

Evolving Finance With AI

Evolving Finance With AI

Unlock the power of transactional data to create hyper-personalized customer experiences, optimize product offerings, and drive revenue growth.

Unlock the power of transactional data to create hyper-personalized customer experiences, optimize product offerings, and drive revenue growth.

Unlock the power of transactional data to create hyper-personalized customer experiences, optimize product offerings, and drive revenue growth.

iPad Pro 11 - SAAS Dashboard

Problem

Problem

Problem

Why It Matters

Why It Matters

Why It Matters

The vast majority of transaction data is underutilized, leaving hidden opportunities untapped.

The vast majority of transaction data is underutilized, leaving hidden opportunities untapped.

The vast majority of transaction data is underutilized, leaving hidden opportunities untapped.

22%

of banking clients loss due to “poor customer experience” and lack of personalization.


22%

of banking clients loss due to “poor customer experience” and lack of personalization.


22%

of banking clients loss due to “poor customer experience” and lack of personalization.


66%

of banks face challenges with data quality and integrity, impacting profitability and client service levels.


66%

of banks face challenges with data quality and integrity, impacting profitability and client service levels.


66%

of banks face challenges with data quality and integrity, impacting profitability and client service levels.


Solution

Solution

Solution

Not Only For Banks

Not Only For Banks

Not Only For Banks

Beep helps organizations leverage transactional data to drive personalization, efficiency, and growth.

Beep helps organizations leverage transactional data to drive personalization, efficiency, and growth.

Beep helps organizations leverage transactional data to drive personalization, efficiency, and growth.

Retail Banks

Improve operational efficiency for financial advisors and branch staff.

Drive revenue growth through better cross-selling and upselling.

Retail Banks

Improve operational efficiency for financial advisors and branch staff.

Drive revenue growth through better cross-selling and upselling.

Retail Banks

Improve operational efficiency for financial advisors and branch staff.

Drive revenue growth through better cross-selling and upselling.

Fintechs

Use AI-driven insights to improve customer retention and lifetime value.

Match products based on behavioral data trends.

Fintechs

Use AI-driven insights to improve customer retention and lifetime value.

Match products based on behavioral data trends.

Fintechs

Use AI-driven insights to improve customer retention and lifetime value.

Match products based on behavioral data trends.

Lenders

Offer tailored loan products based on spending behaviors.

Analyze transaction histories to assess creditworthiness and reduce risk.

Lenders

Offer tailored loan products based on spending behaviors.

Analyze transaction histories to assess creditworthiness and reduce risk.

Lenders

Offer tailored loan products based on spending behaviors.

Analyze transaction histories to assess creditworthiness and reduce risk.

Features

Features

Features

Customer Profiles

Customer Profiles

Customer Profiles

Understand customers' true needs with advanced tagging and insights into spending patterns. Turn complex data into actionable insights on an AI-powered dashboard.

Understand customers' true needs with advanced tagging and insights into spending patterns. Turn complex data into actionable insights on an AI-powered dashboard.

Understand customers' true needs with advanced tagging and insights into spending patterns. Turn complex data into actionable insights on an AI-powered dashboard.

Key Behaviors

Key Behaviors

Key Behaviors

Advanced Tagging

Advanced Tagging

Advanced Tagging

Interactive Dashboard

Interactive Dashboard

Interactive Dashboard

AI-Powered Insights

AI-Powered Insights

AI-Powered Insights

Features

Features

Features

Boost Operational Efficiency

Boost Operational Efficiency

Boost Operational Efficiency

Use AI to empower financial advisors and match customers with tailored solutions. Streamline workflows to save time and improve results.

Use AI to empower financial advisors and match customers with tailored solutions. Streamline workflows to save time and improve results.

Use AI to empower financial advisors and match customers with tailored solutions. Streamline workflows to save time and improve results.

AI Matching

AI Matching

AI Matching

Smart Workflows

Smart Workflows

Smart Workflows

Advisor Tools

Advisor Tools

Advisor Tools

Relevant Solutions

Relevant Solutions

Relevant Solutions

Features

Features

Features

Drive Targeted Campaigns

Drive Targeted Campaigns

Drive Targeted Campaigns

Address trending customer needs based on spending behavior changes. Launch personalized campaigns instantly using no-code plug-and-play tools.

Address trending customer needs based on spending behavior changes. Launch personalized campaigns instantly using no-code plug-and-play tools.

Address trending customer needs based on spending behavior changes. Launch personalized campaigns instantly using no-code plug-and-play tools.

Behavior Insights

Behavior Insights

Behavior Insights

Personalized Campaigns

Personalized Campaigns

Personalized Campaigns

No-Code Tools

No-Code Tools

No-Code Tools

Direct Customer Push

Direct Customer Push

Direct Customer Push

Features

Features

Features

Monitor KPIs & Performance

Monitor KPIs & Performance

Monitor KPIs & Performance

Track revenue per customer, product performance, and trends in real-time. Prioritize high-revenue opportunities and create data-driven strategies.

Track revenue per customer, product performance, and trends in real-time. Prioritize high-revenue opportunities and create data-driven strategies.

Track revenue per customer, product performance, and trends in real-time. Prioritize high-revenue opportunities and create data-driven strategies.

Real-Time Tracking

Real-Time Tracking

Real-Time Tracking

Revenue Insights

Revenue Insights

Revenue Insights

Trend Analysis

Trend Analysis

Trend Analysis

Product Performance

Product Performance

Product Performance

Proven by Results

Proven by Results

Proven by Results

A Game Changer for Banks

A Game Changer for Banks

A Game Changer for Banks

Discover how personalization at scale drives customer loyalty, reduces churn, and unlocks significant revenue growth to financial institutions.

Discover how personalization at scale drives customer loyalty, reduces churn, and unlocks significant revenue growth to financial institutions.

Discover how personalization at scale drives customer loyalty, reduces churn, and unlocks significant revenue growth to financial institutions.

FAQ

FAQ

FAQ

Common Questions & Answers

Common Questions & Answers

Common Questions & Answers

Here’s everything you need to know about Beep, from features to getting started.

Here’s everything you need to know about Beep, from features to getting started.

Here’s everything you need to know about Beep, from features to getting started.

Got any specific questions?

What is the process of integration?

Provide a sample of transaction data and a list of your financial offerings. We handle the rest.

How does Beep integrate with my existing systems?

Does Beep provide B2B2C features?

Is my customer data secure?

What kind of insights can Beep provide?

Do you support account aggregation if my clients have multiple accounts?

How much transaction history is needed?

Does Beep work only with banks?

Do you offer a demo?

What is the process of integration?

Provide a sample of transaction data and a list of your financial offerings. We handle the rest.

How does Beep integrate with my existing systems?

Does Beep provide B2B2C features?

Is my customer data secure?

What kind of insights can Beep provide?

Do you support account aggregation if my clients have multiple accounts?

How much transaction history is needed?

Does Beep work only with banks?

Do you offer a demo?

What is the process of integration?

Provide a sample of transaction data and a list of your financial offerings. We handle the rest.

How does Beep integrate with my existing systems?

Does Beep provide B2B2C features?

Is my customer data secure?

What kind of insights can Beep provide?

Do you support account aggregation if my clients have multiple accounts?

How much transaction history is needed?

Does Beep work only with banks?

Do you offer a demo?

Got any specific questions?

Got any specific questions?

Discover Beep

Connect with us to see how Beep can unlock actionable insights from transactions..

Discover Beep

Connect with us to see how Beep can unlock actionable insights from transactions..

Discover Beep

Connect with us to see how Beep can unlock actionable insights from transactions..

Via Tommaso da Cazzaniga 9/4 20121 Milano

hello@beep.finance

READY TO ELEVATE BANKING WITH BEEP?

Connect with us to discover the power of transactional data unlocking hyper-personalized customer experiences.

©

2025

Copyright Beep Finance Srl

13871070960

All right reserved.

Via Tommaso da Cazzaniga 9/4 20121 Milano

hello@beep.finance

READY TO ELEVATE BANKING WITH BEEP?

Connect with us to discover the power of transactional data unlocking hyper-personalized customer experiences.

©

2025

Copyright Beep Finance Srl

13871070960

All right reserved.

Via Tommaso da Cazzaniga 9/4 20121 Milano

hello@beep.finance

READY TO ELEVATE BANKING WITH BEEP?

Connect with us to discover the power of transactional data unlocking hyper-personalized customer experiences.

©

2025

Copyright Beep Finance Srl

13871070960

All right reserved.