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  • Defining the future of digital banking

    Business and retail consumers are looking to engage with financial service providers who can offer innovative services that go beyond offering traditional banking products online

    Defining the future of digital banking

    Business and retail consumers are looking to engage with financial service providers who can offer innovative services that go beyond offering traditional banking products online

    Increase Engagement & Improve Cross-selling with

    Retail & SME Cashflow Insights

    Generate 40+ cashflow insights & forecasts for credit decision and monitoring in seconds.

    Customer Intelligence

    Extract next level understanding of customers with no-code, AI-driven segmentation tool that can drive up to 56% improvement in sales.

    Wealth & Investment Insights

    Understand the user's investment preference at product or portfolio level automatically with banking transactions.

    Personalized Financial Insights

    Unlock personalized insights on your banking app with AI models trained on 60+ million transactions, enabling new features and effective cross-selling.

    White Labelled Financial & ESG Features

    Launch data driven financial management & ESG reporting features using market tested journeys in as fast as 2 months.
    Take Advantage of Open Banking & IADS Data with Planto's Solutions
    Planto's solutions have been market tested with open banking data for use cases across user engagement and product cross-selling.

    Selected Partners

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    Planto highlights

    HKMA Event

    Planto is delighted to be one of the A.I. startups selected to be part of the joint event co-hosted by HKMA, Cyberport Hong Kong and FTAHK. Planto’s Interbank Account Data Sharing (IADS) use cases including Personalized FInancial Insights, Customer Intelligence and Credit Insights Platform was showed to over 300 participants from banks, securities, insurance, and technology companies.

    HKIB IADS Session

    Planto's Co-Founder Jessica Liu held a sharing alongside The Hong Kong Institute of Bankers on "The Influence of Interbank Account Data Sharing (IADS) on the Formation of Bank Strategies and Key KPIs. It was great to see more than 200 participants join the session and learn more about how #OpenBanking #IADS can shape the way banks adopt AI, lend, acquire and market to customers.

    Accenture Lab

    Planto has been selected as a finalist of Accenture’s FinTech Innovation Lab Asia-Pacific, as a part of the 2024 cohort! #FILAP2024 is a highly competitive, annual accelerator program that helps growth-stage startups refine and test their value propositions with the support of the world’s leading financial institutions.

    Citi x FTAHK Event

    Unlocking the Future of Digital Wealth: Elevating the Digital Experience with Open Banking. Ankit Suri, Planto's CEO & Co-founder co-hosted an event discussing HK Open Banking where the panelists explored the transformative potential of Open Banking technologies in the realm of Digital Wealth.

    Planto x Citi

    Citi, Planto and Doconomy tap open banking and A.I. to launch Wealth360 on Citi Mobile® App. First of its kind in Hong Kong, Wealth360 is a new generation of personal financial management (“PFM”) and Customer Intelligence features designed to deliver personalized and holistic banking experience.

    HKMA Event

    Planto is delighted to be one of the A.I. startups selected to be part of the joint event co-hosted by HKMA, Cyberport Hong Kong and FTAHK. Planto’s Interbank Account Data Sharing (IADS) use cases including Personalized FInancial Insights, Customer Intelligence and Credit Insights Platform was showed to over 300 participants from banks, securities, insurance, and technology companies.

    HKIB IADS Session

    Planto's Co-Founder Jessica Liu held a sharing alongside The Hong Kong Institute of Bankers on "The Influence of Interbank Account Data Sharing (IADS) on the Formation of Bank Strategies and Key KPIs. It was great to see more than 200 participants join the session and learn more about how #OpenBanking #IADS can shape the way banks adopt AI, lend, acquire and market to customers.

    Accenture Lab

    Planto has been selected as a finalist of Accenture’s FinTech Innovation Lab Asia-Pacific, as a part of the 2024 cohort! #FILAP2024 is a highly competitive, annual accelerator program that helps growth-stage startups refine and test their value propositions with the support of the world’s leading financial institutions.

    Citi x FTAHK Event

    Unlocking the Future of Digital Wealth: Elevating the Digital Experience with Open Banking. Ankit Suri, Planto's CEO & Co-founder co-hosted an event discussing HK Open Banking where the panelists explored the transformative potential of Open Banking technologies in the realm of Digital Wealth.

    Planto x Citi

    Citi, Planto and Doconomy tap open banking and A.I. to launch Wealth360 on Citi Mobile® App. First of its kind in Hong Kong, Wealth360 is a new generation of personal financial management (“PFM”) and Customer Intelligence features designed to deliver personalized and holistic banking experience.

    HKMA Event

    Planto is delighted to be one of the A.I. startups selected to be part of the joint event co-hosted by HKMA, Cyberport Hong Kong and FTAHK. Planto’s Interbank Account Data Sharing (IADS) use cases including Personalized FInancial Insights, Customer Intelligence and Credit Insights Platform was showed to over 300 participants from banks, securities, insurance, and technology companies.

    HKIB IADS Session

    Planto's Co-Founder Jessica Liu held a sharing alongside The Hong Kong Institute of Bankers on "The Influence of Interbank Account Data Sharing (IADS) on the Formation of Bank Strategies and Key KPIs. It was great to see more than 200 participants join the session and learn more about how #OpenBanking #IADS can shape the way banks adopt AI, lend, acquire and market to customers.

    Accenture Lab

    Planto has been selected as a finalist of Accenture’s FinTech Innovation Lab Asia-Pacific, as a part of the 2024 cohort! #FILAP2024 is a highly competitive, annual accelerator program that helps growth-stage startups refine and test their value propositions with the support of the world’s leading financial institutions.

    Planto is Affiliated with

    Our Services

    Open Banking API Development and Testing

    Become market tested, open banking ready in a matter of months.

    Custom Solution and Consultation

    Leverage Planto's product, technology and user experience expertise for your own products.
    Email us at <a href="mailto:hello@planto.hk">hello@planto.hk</a> to learn more about the power of PFM & personalization
    Contact Us

    Email us at hello@planto.hk to learn more about the power of PFM & personalization

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