Submitted by

CaixaBank

Premium
13/09/2023 Banking Innovation
View and consult all CaixaBank plans and those contracted with other entities on the same screen
Innovation details
Country
Spain
Category
Reimagining the Customer Experience
Keyword
Customer experience, Savings & Investments, Open Finance & New FS players

Innovation presentation

Customers can add and view the plans they have contracted with other banks from the CaixaBankNow website and app. The addition of a new bank is carried out directly from the "My plans" screen, with the "Add plans from other banks" button providing direct access to the aggregation gateway. Once the customer has added their plans, they can consult both the plans contracted with CaixaBank and the plans contracted with other entities from "My plans". The screen is divided into two section and each one reports the sum of the balances of the plans. In addition, each of the plans added shows the following information: - Bank icon. - Name of the plan added. - Contract number. - Current value of the plan. - "Bring plan with access to external transfer funnel'" button.

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