One less thing to worry about

Help secure financial wellbeing

Our platform solution

The Kalgera platform is designed to enable financial institutions to comply with – and surpass – regulatory guidelines, while also providing enhanced levels of service to customers.

Regulatory guidelines

In 2021 the FCA outlined four areas of guidance for financial institutions:

  1. Understanding the needs of vulnerable customers
  2. Skills and capabilities of staff
  3. Taking practical action
  4. Monitoring and evaluation

Our platform actively addresses and improves performance in all four areas identified for
action by the Regulator.

Partnering with you

Our approach to partnering with financial institutions is tailored to specific requirements. An outline of our service offering is detailed below.

Our platform is anchored in cognitive neuroscience and powered by AI.

discovery

Discovery

Using an upload batch process to evaluate the benefits of Kalgera’s platform whilst also allowing financial institutions to identify customers’ financial vulnerability risk factors.


Features
  • Overview of vulnerability risk
  • Drill down to case level analysis
  • Reports
  • Batch upload

Activities
  • Workshop
  • Integration
  • Proof of Value 3 months
discovery

Subscriptions

Using a live data feed with Kalgera’s platform to allow financial institutions to monitor, act and improve customers’ financial vulnerability risk factors.


Features
  • Overview of vulnerability risk
  • Drill down to case level analysis
  • Reports
  • API connection

Activities
  • Integrate solution
  • Develop reporting
  • Review dashboard
  • Connect API live data
discovery

Partnerships

Partnering with third parties to help integrate Kalgera’s product within their existing financial institution customer base.


Features
  • Overview of vulnerability risk
  • Drill down to case level analysis
  • Reports
  • API connection

Activities
  • Workshop
  • Train the trainer on tech
  • Train the trainer on sales