Bond OS streamlines the administrative burden of launching embedded finance products via software, so you can spend your energy building new customer relationships and using the power of data to grow your financial product offering.
Bond OS provides all of the tools to launch and scale your program. Our guided onboarding, performance dashboards, and transactions monitoring tools give you everything you need to take your customers’ experience to the next level.
From day 1, we architected a unified data platform to make data easy for you to access and act upon. Our APIs generate terabytes of metadata that we make available to you through dashboards, reports, and customized tools.
It takes 18 to 24 months, on average, to build the basic infrastructure to experiment and then launch a financial product. Much of the lost time is due to manual processes and tasks. Bond OS enables you to stay organized and get launched in a fraction of the time.
Onboard with intuitive workflows that manage all of the documents, policies, and approvals to launch your product
Assign tasks to your teammates and manage them through an intuitive platform. Collaborate with colleagues in real time.
Monitor progress through Bond OS as you approach your launch date
Prevent, detect, and report suspicious activity when your product is live. Bond’s transaction monitoring software detects when a transaction looks suspicious, then puts you in control of handling it.
Access transaction details in Bond OS so that you can investigate potentially suspicious activity and perform appropriate and compliant actions
Filter over a variety of fields such as dates, transaction types, statuses, and personal information, then generate reports so that you can thoroughly investigate any potentially suspicious activity
Unify all relevant data without digging through endless files and spreadsheets from multiple vendors
Keep track of how your product is performing with insights at your fingertips. Our business intelligence tools give you real-time insight on a daily basis. Built off of our universal ledger, we make data easy for you to consume so you can take action.
See how your customers are converting through the funnel and where you can improve conversions
Track the performance of the entire customer journey, from KYC to account creation to card activation
Segment your customers through grouping and filtering by key attributes, such as date, customer type, transaction type, and cohorts
Receive daily reports summarizing where your customers are spending and what product features they use the most
Design your product right in Bond OS and adjust your product parameters as your needs change. Whether it’s custom card limits, flow of funds, or branding on account statements, Bond OS gives you the power to customize. When you want to make changes to your product that require approvals, from adding new products, creating new card designs, configuring spend controls and restrictions, or adding additional banking partners, Bond OS makes it easy through our automated workflows.
Customize card limits, spend controls, and restrictions effortlessly
Design and approve flow of funds that match your customers’ needs
Create new card designs and brand your financial statements directly in our app
Customer service teams often struggle with collating data from a series of disparate sources such as API logs, reports, and CRMs. Bond offers high quality tooling and data insights out of the box. When your users reach out to you, Bond OS centralizes your customers’ data in one easy-to-use interface, so your customer service representatives have the right data to serve your customers.
Access centralized and clean customer data collated from many disparate systems
See exactly what the customer is seeing in their account to troubleshoot their issues
Manage disputes and chargebacks and keep track of their status as they are being resolved
Bond is a financial technology company and not a bank. Banking services are provided by Bond’s partner banks who are Member FDIC.