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:
- Understanding the needs of vulnerable customers
- Skills and capabilities of staff
- Taking practical action
- 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
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.
- Overview of vulnerability risk
- Drill down to case level analysis
- Reports
- Batch upload
- Workshop
- Integration
- Proof of Value 3 months

Subscriptions
Using a live data feed with Kalgera’s platform to allow financial institutions to monitor, act and improve customers’ financial vulnerability risk factors.
- Overview of vulnerability risk
- Drill down to case level analysis
- Reports
- API connection
- Integrate solution
- Develop reporting
- Review dashboard
- Connect API live data

Partnerships
Partnering with third parties to help integrate Kalgera’s product within their existing financial institution customer base.
- Overview of vulnerability risk
- Drill down to case level analysis
- Reports
- API connection
- Workshop
- Train the trainer on tech
- Train the trainer on sales