Help customers do
more in your app.
That’s how trust
gets built.
Most customers open your app, check a balance, and leave. They trust you with their money. They don’t yet trust you with their decisions.
That trust is built one useful moment at a time. Help me reach my goal. Save me money. Keep me in control. Make my life easier. Each one makes the next product an easier yes.
Dimply gives your teams the journeys that create those moments. Built on your data and calculations, signed off by compliance, and live in the app they already use.
Usefulness builds trust, and trust wins the next product.
Built by your teams. Yours to change whenever you like.
Banking and financial institutions
building with Dimply
01. Know
Show them where
they stand.
Dimply works it out. From your systems, through your calculations, into the app. Every number the customer sees is one you’d stand over.
Facts
Everything you know about the customer, in one place. Balances, spending, products, life stage. Pulled straight from your systems.
Connections
Core banking, payments, CRM, open banking. Dimply connects to what you run, so the facts are always current.
Insights that lead somewhere
Projections, comparisons, what changed. Worked out from the facts, and each one the start of a journey.
02. Act
Let them do
something about it.
Knowing isn’t enough. The moment a customer decides, it should happen. In the app, on your rules.
Journeys
Open a savings account, start a mortgage, sort out a missed payment. Guided, step by step, built by your teams.
Picks up where they left off
Start on the phone, finish on the laptop. It’s still there.
Holi
When they’d rather ask than tap. Same journey, in conversation, same rules.
03. Return
Give them a reason
to come back.
Each useful moment earns a little more trust. Dimply makes sure the next one shows up when it’s wanted, whatever they hold with you.
Triggered on facts
Money comes in: suggest a savings account. Spending shifts: offer a credit line. A fixed rate is ending: start the review. Your rules decide when.
Across everything they hold
Banking, mortgages, protection, pensions. One layer, one customer view, one app.
Built by your teams
And changed whenever you like. The journey that worked last month gets better next month.
Enterprise Ready
Built for how banks actually work
Security. ISO 27001 certified. SSO, RBAC, and data-level permissions.
Compliance. Full audit trails and version history, with every interaction logged. Roll back any time.
Accessibility. WCAG 2.1 AA compliant components, ready for the European Accessibility Act.
Scale. Serving millions of end users across banking, insurance, wealth and pensions.
Eyebrow
The Dimply stack for banking
Facts Engine
Facts Engine. What you know about the customer, pulled live from core banking, open banking, your CRM and third parties. 50+ financial facts ready to use, or bring your own. Five open banking providers live.
Calculations Engine
Calculations Engine. What you can work out from those facts: affordability, spending patterns, savings goals, mortgage eligibility. Your formulas, run exactly as written. AI never does the maths.
Experience Builder
Experience Builder. Describe the journey and it’s built: a mortgage application, a savings goal, an insight for one customer. Your compliance team signs it off before a customer sees it.
Holi
Holi. Your AI agent. Put it in front of customers to run your signed-off journeys in conversation, or plug it into the agent you already have.
Facts Engine. What you know about the customer, pulled live from core banking, open banking, your CRM and third parties. 50+ financial facts ready to use, or bring your own. Five open banking providers live.
Calculations Engine. What you can work out from those facts: affordability, spending patterns, savings goals, mortgage eligibility. Your formulas, run exactly as written. AI never does the maths.
Experience Builder. Describe the journey and it’s built: a mortgage application, a savings goal, an insight for one customer. Your compliance team signs it off before a customer sees it.
Holi. Your AI agent. Put it in front of customers to run your signed-off journeys in conversation, or plug it into the agent you already have.
FAQ.
How is Dimply different from an insights or personalisation tool?
Those tools tell your customer something. “You spent less this month.” Dimply does that and then gives them something to do about it: move the money, fix the bill, start the application. The insight is the first screen. The journey is the rest. And it’s built by your team, on your calculations, in your app.
Does Dimply replace our existing personalisation engine?
It doesn’t have to. Dimply can do the personalisation itself, or take in the facts your engine already produces. Then it goes one step further: it combines what your engine tells you with any other fact you can reach through an API, and turns them into journeys your engine couldn’t build on its own. If you’ve got insights, you’ve already got the start of a journey on Dimply.
How does Dimply work with our core banking system?
Through its APIs. Dimply works with any API, so it fits the core you already have. It can fetch data live, the moment a customer needs it, or take it in as a batch. And it can act back through the same APIs, so a journey can move the money or start the application as well as show the numbers.
What’s the implementation timeline for our first journey?
Building it takes days. What takes longer the first time is your infosec review and connecting Dimply to the APIs the journey needs, so that’s the part we plan with you first. Once Dimply has cleared review, new journeys can go live in days.
How does Dimply handle our compliance and audit requirements?
Journeys go through a publishing pipeline with your compliance team in it, so nothing reaches a customer until they’ve signed it off. Every change is on record, with audit trails, version history and rollback. Dimply runs on your data, calculations and rules, on your SSO and role-based access, and it’s ISO 27001 certified.
How is Dimply priced?
We use a platform licence model. A licence gives you access to the full platform, rather than buying individual products or features separately.