Portfolio risk management

Identify risks early, monitor portfolio health and provide personal products with real-time data direct from your customers.

Open banking data is critical for portfolio management

It provides granular insights into customers' financial behaviours, allowing for comprehensive portfolio analysis and effective risk management.

Real-time portfolio monitoring

Open banking data allows for continuous monitoring of portfolio health, enabling prompt risk identification and mitigation.

Proactive risk management

Utilize open banking insights to proactively manage risks and optimize portfolio performance.

Tailored customer engagement

Leverage open banking data to personalise customer interactions and offer tailored financial solutions.

Efficient portfolio analysis

Open banking data streamlines portfolio analysis, enabling quick and comprehensive insights.

Risk mitigation

Use open banking insights to identify early signs of financial distress, enabling proactive measures to mitigate potential risks within the portfolio.

Portfolio diversification

Analyse customers' financial behaviours through open banking data to identify opportunities for portfolio diversification and risk reduction.

Real-time portfolio monitoring

Open banking data allows for continuous monitoring of portfolio health, enabling prompt risk identification and mitigation.

Proactive risk management

Utilize open banking insights to proactively manage risks and optimize portfolio performance.

Tailored customer engagement

Leverage open banking data to personalise customer interactions and offer tailored financial solutions.

Efficient portfolio analysis

Open banking data streamlines portfolio analysis, enabling quick and comprehensive insights.

Browse our platform

Our platform

The DirectID platform gives you all the tools you need to capture consent, access transaction data and view detailed insights on your customer's financial behaviours.

Connect

A guided user-interface to capture consent, verify and connect to bank accounts, and share transaction data.

Data APIs

The pipelines for transferring and accessing normalised bank data, from your customer's bank account into any platform.

Dashboard

An accurate, real-time view of your customer's financial data, enriched with intelligent credit & risk insights.

Get started using open banking data

Talk with one of our specialists to find out more about using open banking data.

  • Demo of the guided customer consent journey

  • Walk through of our real-time data & insights

  • Coverage check in your markets