Trigger insight

We enlighten our clients and employees with insightful presentations of information and actionable suggestions. In ways our users find magical.

We strive for

  • Data with depth. We are not just presenting raw data. We explain causes, pattern, and correlations. 
  • Proative intelligence. If we have insights about our customers' financials, we are proactive to create awareness.
  • Actionable insights. We are not leaving the customer with loose ends - aim to present a clear way forward.
  • Smarter customers over time. We take the responsibility to educate the customer to better understand their finances.

Principle checklist