Improve your data analysis with AI
Get crucial insights into your customer’s financial situation
Expenditure
| Category |
Amount |
Percentage |
| Bank |
-£120.00 |
60% |
| Food |
-£120.00 |
10% |
| Entertainment |
-£120.00 |
10% |
| Apple.com/bill |
-£120.00 |
10% |
| Currys |
-£120.00 |
10% |
Can the customer ‘Jon Doe’ afford a GBP 500,000 mortgage?
- The customer ‘Jon Doe’ has a very good affordability score. He has been employed steadily for the last 36 months. No hazard detected. No other loans or debts.
Last Month Transactions
- Compared to last year, the interest in brands such as Adidas, Nike, Tesco, and Agros has been rapidly growing. Do you need a full report in the Excel file?
Top Recurring Transactions
| Category |
Amount |
| Expenditures |
£3,543.59 |
| Incomes |
£3,543.59 |
| Balance |
£4,000 |
Historical Time Series
Monthly Comparison
| Balance |
Amount |
| £5,000 |
-£1,000 |
| £3,000 |
-£2,000 |
Questions
- What is the average amount of ‘essential versus non-essential cost’ in the last 3 months? Average essential cost is GBP 600 per month. Average non-essential cost is GBP 900 per month.
- Are there any new loans in this customer’s account in the last 7 days? No, no new loans have been recorded.
Large Language Models for Financial Services
PlankyGPT has been designed to support businesses in financial data analysis. No limitations. Everything is simple and in one place. Make the most out of Large Language Models to interact with your financial data and improve decision-making processes.
Features
- Ask for any data you need: PlankyGPT helps you find the report you need at the very moment. You just ask about the data you need and here it is, in seconds.
- Create new metrics: Use non-standard metrics and discover new valuable insights to enrich your reports even more.
- Understand customers better: Adjust financial products to your customers' financial health and increase the number of applicants who are the most likely to repay their loans.
GDPR compliant
Data integrity and full transparency are our highest priorities. We keep your data secure and confidential throughout the full data life cycle.
Additional Products
- Account Check: Dive deeper into your customer’s transaction data. Verify real-time income and expenditure information using data directly from the bank, manipulation-free.
- Income Check: See your customers’ incomes, their sources, and frequency. Confirm both payments and expenditures to ensure a customer can afford your product.
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