Neo Engage is a data enrichment and engagement engine that humanises complex financial data, helping banks create personalised experiences and stronger relationships with business customers.

Multi-agnostic data processing allows data to be ingested from and exported to any relevant system, such as card payment processors, core banking, digital services, customer surveys, CRMs, external financial APIs, or even Neo Expense.

Scattered, complex, raw data is seamlessly translated into tailored, timely insights that feel less like a statement and more like customised service.

Custom behaviour models and localised AI are applied to create sharper segmentation and deeply personalised, micro-targeted offers.

Agentic AI and dual LLMs turn passive transactional data into contextual nudges to fuel richer, human-like customer conversations. For example, smart recommendations on spending habits, saving opportunities, credit health.

Customised, real-time intelligence dashboards empower relationship managers to act faster, respond smarter, and build stronger relationships.

The platform leverages behavioural signals and AI-powered insights to unlock unique cross-sell and up-sell opportunities that are relevant to the customer. No noise, just value.

Actionable insights are extracted from corresponding receipts and transactions over time to build a rich merchant database.

Neo Engage supports frictionless integration and can be natively embedded into CRM systems through its modular, API-first design, or delivered as an on-premises solution, complete with hardware.

Engineered with end-to-end encryption, pseudonymisation, and automated compliance reporting to meet GDPR, PSD2, and the EU AI Act, Neo Engage ensures airtight security from day one.