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Personal Finance
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Demo
العربية
Executive presentation
A guided tour of the live prototype
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Fictional demo data
Keyboard
Agenda
Demo accounts used
01
Choose a customer
Customer view
One of six fictional customers signs in.
02
Customer 360
Customer view
Home: the balance, what changed and the next step.
03
Financial behaviour
Customer view
Insights: where the money goes, every transaction explained.
04
Cards and account activity
Customer view
The customer's cards and what happens on them.
05
Past and future trends
Customer view
Cash flow: the lowest balance ahead and the months as honest ranges.
06
Relationship with JKB
Bank view
The bank's view of how central JKB is for this customer.
07
Products and opportunities
Customer view
Cards & Rewards: public offers that fit the behaviour.
08
A what-if, live
Customer view
Change one thing and see the effect on the coming months.
09
Customer and business value
Bank view
The cockpit: what the bank learns, with privacy rules applied.
