FINANCE APPS / about

As a financial services business, you need to ensure peace of mind for your customers. This is what profitability in the finance sector means – securing paying customers who come back for more of your services. Blue Tea can help you support your client base with advanced Mobile Apps regardless of the type of your financial products. We can build secure, easy-to-use applications that your customers will love.

01

Enhance customer service

02

Ensure security of financial transactions

03

Improve conversions and profitability

FINANCIAL SERVICES / we offer

Personal Finance

Mobile App

Build an application that your customers can use to manage their personal finances such as monthly budgets, credit score monitoring and spending tracking. We can also help you build an envelope-system-based App where your end users will portion out their monthly income toward specific spending categories.

Sign-up customers

  • Collect relevant customer data
  • Extend the customer profile
  • Onboarding & automated walk-throughs
  • Fully secure
  • Two factor authentication
  • Integrate with Face ID/Touch ID

Manage budgets

  • Collect and read photos of receipts
  • Add budgets and costs manually
  • Set up monthly budget buckets

Calculate credit scores

  • Import current loan and credit card debt
  • Payment history
  • Types of credit

Chat with your team

  • Intelligent chat routing
  • Integration with third-party chat tools
  • Full audit trail
  • Permissions for supervisors to view and join chats

Feedback

  • Collect feedback after each interaction
  • Send surveys to customers
  • Run competitions to generate honest feedback

Push notifications

  • Notify when a budget is reached or exceeded
  • Send personal finance related updates
  • Send marketing messages

Integrate with other systems

  • CRM
  • Back office
  • Accounting
  • Bookings

Dashboards

  • Keep track of KPIs
  • Generate actionable reports from data

Personal Funds & Investments App

Enable your customers to manage their pension, investment and savings funds directly via mobile. We can build an App that facilitates faster, easier and smarter ways to transact directly. This ensures transparency and boosts customer confidence.

Sign-up customers

  • Collect customer data
  • Extend the customer profile
  • Onboarding & automated walk-throughs
  • Fully secure
  • Two factor authentication
  • Integrate with Face ID/Touch ID

Managing Funds

  • Show the balance of various funds
  • Enable In-App payment of instalments
  • Chat or free call options for improved customer service

Push notifications

  • Notify when an instalment is due
  • Send case related updates
  • Send marketing messages

Integrate with other systems

  • CRM
  • Back office
  • Accounting
  • Bookings

Dashboards

  • Keep track of KPIs
  • Generate actionable reports from data

Financial Products

Mobile App

Offer your customers a one-stop shop for financial products such as insurance, short-term credit, mortgages and more. We build robust Mobile App features that will help you sell more, faster.

Sign-up customers

  • Collect relevant customer data
  • Extend the customer profile
  • Onboarding & automated walk throughs
  • Fully secure
  • Two factor authentication
  • Integrate with Face ID/Touch ID

Integrated Payments

  • Payments from Stripe, PayPal Worldpay and more
  • Use Apple pay / Google pay
  • Open Banking initiative

Intelligent Comparison and In-App purchases

  • Use advanced filters to present tailored financial products
  • Enable purchasing in 3-5 steps
  • Send push notifications with marketing messages or reminders

Integrate with other systems

  • CRM
  • Back office
  • Accounting
  • Bookings

Dashboards

  • Keep track of KPIs
  • Generate actionable reports from data

Let’s talk / about your project

Call Us:

0800 024 6979

Find Us:

Blue Tea Ltd
Surrey Technology Centre
40 Occam Road
Guildford, Surrey GU2 7YG