Banking personalisation

Financial institutions use Inbest to understand and serve each of their individual customers!


Inbest allows financial institutions to segment their customers based on their personal circumstances, financial situation, behaviours and needs. Banks can also monitor how customers move across different segments and predict changes in their situation and needs.


Inbest transforms raw banking data into a holistic picture of every customer. Banks use Inbest to understand the financial situation and needs of their customers, identify cross-selling opportunities and develop new data-driven business models.


Inbest powers digital applications for day-to-day financial management, debt management and financial planning. Inbest enables financial institutions to deliver personalised user journeys, offer proactive advice and recommend products based on the specific needs and goals of each customer.

Customer stories

“It is essential that borrowing preferences are properly understood and that products are designed appropriately to meet customer needs in order to increase access to affordable, responsible credit. This means that more vulnerable customers, who sit outside the normal credit scoring approach, will benefit from a reduction in the cost of borrowing.”

Sharon MacPherson
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“Our customers are increasingly demanding sophisticated financial planning tools to differentiate their digital advice propositions and provide wealth management services to the retail and affluent markets. Thanks to Inbest we were able to launch a market-leading goal-based financial planning application, and we are confident that we always follow the best practices in financial planning.”

Aitor Biain
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“One of Scotland’s most exciting Fintech prospects, we’re especially pleased to be working with a company which focuses not only on finance but people.”

Raffaella Calabrese
Senior Lecturer
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“We envision a world in which everyone has access and the ability to search and find a suitable affordable home without wasting time and energy. We are starting to test the solution in the market, and our beta users highlighted that they love the simple and easy to understand interface.”

Fash Fasoro
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“One of our three strategic priorities is to personalise the offering of products and services to the needs of our customers. Inbest helped us to understand how young professionals manage their finances and their motivations to save and invest for their future. We were impressed by Inbest project execution and how quickly they were able to design and launch a new PFM application to market.”

Javier Echevarria
Digital Innovation Manager
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Explore personalised banking opportunities

Whether you want to become the “nerve centre” of your company or launch a new financial app, Inbest is the platform for you!