Insights
Insights are personalized cards for a user and appear on the UI. They're based on cleansed transaction data and inform, guide, and protect end users towards financial wellness.
New users may have few or no insights at first. As users connect more accounts, import historical transactions, and make transactions, more insights will generate.
See our Financial Insights product documentation for more info, like when insights generate.
When shown as a dashboard card, a carousel of the user’s five most recent insights appears. When users select View all insights they’ll be sent to Insights, with the selected insight at the top of the feed.
Insights can also appear on transactions. Tapping on an insight in a transaction will open the full details of the insight.