Q1
5Instant Transfers Between Accounts
Zero-delay transfers between accounts provide a competitive edge against slower traditional banks 👉 Highlight the convenience for clients managing multiple business entities or personal/business accounts.
- Sales readiness
- ✅ Ready
- Customer segments
- SMB
- Project target
Multi-factor authentication
Security solution that meets enterprise compliance requirements 👉 Emphasize how this removes a major barrier to adoption for regulated industries and security-conscious clients.
- Sales readiness
- ✅ Ready
- Customer segments
- 🏢 Enterprise
- Project target
- Q1, 2026
Core Functionality
Value-added advisory that positions us as a financial partner rather than just a service provider 👉 Helps clients optimize spending and identify savings opportunities.
User Authentication and Profiles
Consolidated financial management for multi-entity businesses 👉 Emphasize time savings for finance teams and improved cash visibility compared to fragmented banking relationships.
Collaboration Features
International business solution with transparent pricing 👉 Clients save up to 3% compared to traditional forex services with real-time execution for time-sensitive transactions.
Q2
7Seamless Account Switching
Convenience feature that saves clients an estimated 5 hours monthly in account management time 👉 Particularly compelling for business owners who manage both company and personal finances.
- Sales readiness
- Not ready
- Customer segments
- 🏢 Enterprise
- Project target
Integrated Crypto Wallets
Powerful differentiator against traditional banks 👉 Clients can manage both traditional and crypto assets in one secure platform, eliminating the need for multiple financial service providers.
- Sales readiness
- ✅ Ready
- Customer segments
- Startups
- Project target
Personalized Financial Insights
Value-added advisory that positions us as a financial partner rather than just a service provider 👉 Helps clients optimize spending and identify savings opportunities.
- Sales readiness
- Not ready
- Customer segments
- SMB
- Project target
- Q4, 2025
Multi-Account Management
Consolidated financial management for multi-entity businesses 👉 Emphasize time savings for finance teams and improved cash visibility compared to fragmented banking relationships.
- Sales readiness
- Not ready
- Customer segments
- SMB
- Project target
Instant Currency Conversion
International business solution with transparent pricing 👉 Clients save up to 3% compared to traditional forex services with real-time execution for time-sensitive transactions.
- Customer segments
- 🏢 Enterprise
- Project target
- Q1, 2026
Advanced Task Management
Security feature that provides both protection and convenience 👉 Emphasize the balance of enterprise-grade security with frictionless user experience.
Integration and Connectivity
Financial wellness tool that differentiates us from basic banking apps 👉 helps clients visualize spending patterns and achieve financial goals with minimal effort.
Q3
8Rich-Text Field Content Test Item
Personalization feature that gives clients complete control over their financial awareness 👉 Highlight how this prevents alert fatigue while ensuring they never miss critical transactions.
- Sales readiness
- Not ready
- Customer segments
- SMB
- Project target
Basic Budgeting Tools
Financial wellness tool that differentiates us from basic banking apps 👉 Helps clients visualize spending patterns and achieve financial goals with minimal effort.
- Sales readiness
- Not ready
- Customer segments
- SMB
- Project target
Mobile Check Deposit
Essential convenience feature for clients who still receive paper checks 👉 Emphasize time savings and elimination of branch visits for routine deposits.
- Sales readiness
- ✅ Ready
- Customer segments
- SMB
- Project target
Biometric Login
Security feature that provides both protection and convenience 👉 Emphasize the balance of enterprise-grade security with frictionless user experience.
- Sales readiness
- Not ready
- Customer segments
- 🏢 Enterprise
- Project target
- Q4, 2025
Automated Bill Splitting
Social payment solution that drives adoption through peer networks 👉 Perfect for targeting younger demographics and social groups who frequently share expenses.
- Sales readiness
- Not ready
- Customer segments
- SMB
- Project target
- Q4, 2025
Bulk Payment Processing
Efficiency solution for finance departments 👉 Highlight how this reduces processing time from hours to minutes compared to legacy systems, with comprehensive audit trails.
- Sales readiness
- Not ready
- Customer segments
- 🏢 Enterprise
- Project target
Mobile and Offline Capabilities
Reporting and Analytics
Q4
4Savings Boosters
Automated wealth-building feature that helps clients achieve savings goals without changing their behavior 👉 Ideal for positioning against traditional banks with minimal savings tools.
- Sales readiness
- Not ready
- Project target
Virtual Cards for Online Payments
Premium security feature that eliminates online payment fraud concerns 👉 Emphasize protection against data breaches and subscription control capabilities that competitors lack.
- Sales readiness
- Not ready
- Project target
Advanced Analytics Dashboard
Business intelligence tool that transforms financial data into actionable insights 👉 Emphasize how this replaces expensive standalone analytics solutions clients currently pay for separately.
- Sales readiness
- Not ready
- Customer segments
- 🏢 Enterprise
- Project target
- Q1, 2026