ABAKA Artificial Financial Intelligence Platform

Big Data & Analytics

Client Channels

Client Communication

Digital Onboarding

Natural Language Processing

Personal Finance Management

ABAKA is global leader in digital saving & retirement SaaS solutions, powered by AI. Our cloud technologies & modular apps enable financial institutions to power digital saving & retirement solutions delivering scalable & affordable advice on retirement, savings & investments to retail customers

Key features

  • Intelligent Nudges: Hyper-personalised nudges to accurately activate your customers
  • Conversational AI: deep domain specific knowledge on retirement, savings & investments
  • Financial Engine: customisable MonteCarlo stochastic modeller for accumulation and decumulation
  • Data aggregation: global current/checking, savings, general investment & retirement accounts (workplace & private)
  • Financial Literacy: Large library of financial content to educate and empower customers

ABAKA’s library of modular applications helps our enterprise clients to power conversational AI, hyper-personalised and behavioural nudges, big data insights, financial dashboards and outstanding customer experiences.


Today institutions such as HSBC, Legal & General, Natwest, St James’s Place are licensing the ABAKA technologies to deliver to their retail and wealth customers:


(1) Intelligent Behavioural Nudges: machine learning models to identify persona segmentation, power personalised insights and nudges to increase engagement and up-sell opportunities, across digital channels


(2) Conversational AI: on retirement, savings and investments, for both fully digital and hybrid advice. The proprietary Natural Language Processing

models take vast quantities of user behavioural and financial data to intelligently manage a human like conversation


(3) Digital financial dashboards & account consolidation service: a fully supported asset consolidation service (advised and non advised, with advisors support), including data aggregation technology powering Open Banking, Retirement & Saving dashboards, Account Tracing and consolidation service


(4) Financial Planning Engine: retirement planning, cash flow modelling, suitability assessment, Monte-Carlo simulations for outcome & scenario driven advice

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Company description

ABAKA is the global leader in digital saving and retirement enterprise SaaS solutions, powered by Artificial Intelligence. Our innovative technologies enable global financial institutions to power digital saving and retirement solutions and deliver scalable and affordable advice on retirement, savings and investments to their retail customers. ABAKA provides solutions covering retirement (accumulation, at-retirement and decumulation), banking (e.g. personal finance management, digital savings), workplace financial wellness and wealth management (retirement account tracing and aggregation, advisor tools and business process automation) ABAKA’s library of modular applications helps our enterprise clients to power conversational AI, personalised and behavioural nudges, big data insights, financial dashboards and outstanding customer experiences. Today institutions such as HSBC, Legal & General, Natwest, St James’s Place are licensing the ABAKA technologies to deliver to their retail and wealth customers (1) Intelligent Behavioural Nudges: machine learning models to identify persona segmentation, power personalised insights and nudges to increase engagement and up-sell opportunities, across digital channels (2) Conversational AI: on retirement, savings and investments, for both fully digital and hybrid advice. The proprietary Natural Language Processing models take vast quantities of user behavioural and financial data to intelligently manage a human like conversation (3) Digital financial dashboards & account consolidation service: a fully supported asset consolidation service (advised and non advised, with advisors support), including data aggregation technology powering Open Banking, Retirement & Saving dashboards, Account Tracing and consolidation service (4) Financial Planning Engine: retirement planning, cash flow modelling, suitability assessment, Monte-Carlo simulations for outcome & scenario driven advice

Company ABAKA

Released 15.05.2020

Type Open API