Your key to success

Our customers use our solutions in a range of ways to create unique propositions that give them an advantage. 

Check out some use cases below.

Two people with puzzles

Holistic Wealth View

Make your application the central point of contact for all things financial, regardless of whether the end-user of your application is the individual investor or one of their agents, like Independent Financial Advisers (IFAs).

Gather data from multiple financial sources to add to your customer’s view in your application, including:

  • Payment Account Information,
  • Wealth data from financial products within your own or selected partner propositions,
  • Additional group owned propositions split by brand and/or product.

Wallet Loading

Make it easier for your end-users to load funds into your applications and pay into your product offerings directly from their bank accounts. 

Maintain control and increase your rate of completion by guiding end-users through the bank transfer process from within your application.

Puzzle pieces

Ecosystem Creation

Build an ecosystem centred around your existing application. By integrating with the Tapico Platform you can readily share your data the way you want to.

Share your data with your Internal Applications, your Selected Partners, The Whole World. It’s your choice.

The Tapico Platform ingests your data in your format and delivers it via a standardised API. Coupled with our consent mechanism, Tapico makes it easy for other applications to consume your data while ensuring the appropriate level of control is embedded.

 

Drive Growth

Extend the features of your application by using Tapico to integrate it with specialist applications like CRM solutions, cash flow calculators, risk & compliance workflow management tools.

Increase conversions by allowing your partner’s digital channels to directly initiate the creation of accounts within your application.

Connect the existing propositions your group owns and run as individual products and/or brands to create internal cross-selling opportunities.

Evolve Securely

Share your data with a GDPR compliant Consent and Authorisation workflow. Be confident knowing who shared what, when and with whom.

Control who you allow to have access to data within your application or sets of applications, ensuring you maintain control over the use of that data to a level you deem appropriate.

Ensure data used as a part of the Tapico Platform is secured and encrypted appropriately both in transit and at rest.