Codat for Banking

Use our technology to enhance your customer’s experience.

Codat technology, ready off the shelf as a white-labelled product, or using our plug-in API, puts the customer first. You’ll be able to gather invaluable data on your SME customers through us, that will drive more compelling products to put you ahead of the competition.

How we help you

1. We have a single aggregated and standardised API that integrates seamlessly with your SME customers’ accounting software and/or bank account.

2. The data Codat retrieves provides relationship managers with actionable cross and upsell insights.

3. Be a leader in innovation, offering your customers the best financial technology available, all with your name attached.

How we help your customers

1. Customers can see data from their bank in their accounting platform and data from their accounting platform in their bank, creating unified end-to-end user journeys.

2. Eliminate data entry to allow seamless account opening, instant loan applications and automated monthly reviews.

3. Your customers can automatically get upgraded to premium services based on the information made available through Codat.

Banking Case studies

Codat works with Backbase by helping its SME banking clients to pre-fill application forms with information available in other financial software packages.

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Avoka is a software platform for delivering outstanding customer acquisition journeys in banking to increase speed-to-market and conversion rates.

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Codat collaborates with Mambu to create a best-in-class digital business banking and lending experience.

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