An automated process through a 100% digital channel.
For your user
No more paperwork, back and forth to the account manager and filling out forms.
For your company
You don’t need to lose money with long processes that involve many teams.
Pluggy builds a personalized experience so that your clients can carry out portability. We use our experience in process automation using Open Finance data to contribute to the portability campaign design and to maximize conversion.
Aggregate public, internal, and Open Finance data and get analyses and opportunity filters for attack and defense with your clients. See in detail all the products that your client has with your competitors and monitor your competitors in a single panel.
We have a Credit Transfer Centre system for portability request communication, and we can also monitor your CTC system.
Everything is simple, easy, optimized, and secure. This is credit portability with Open Finance. And Open Finance is Pluggy.