Conversations that convert:
AI to attract banking customers
In this ebook you’ll learn how to be able to listen, understand, and act accordingly to your clients, both external and internal.
Success Cases

Huchas Unicaja: The micro-savings module that transforms the banking experience
Unicaja, in collaboration with Coinscrap Finance, has launched Huchas, a revolutionary product that automates savings and makes it easier for their 4 millions customers.

Hucha Santander
How Santander's customers saved 161M € automatically.

B100: The Healthy Banking
The first bank that rewards you for every step you take.

Pensumo
Ibercaja in collaboration with Coinscrap Finance launched Pensumo, a pioneering app that redefines the relationship between consumption and saving.

EVO Smart Piggy Bank
The customer's savings are linked to the Smart Investment Plan, making their savings profitable.
Guides & reports

Conversations that convert
AI to attract banking customers

Hyper-personalized experiences
The new frontier of banking services and customer engagement

If they grow with data enrichment, Why not your bank?
5 success stories where transactional enrichment improved the user experience

Cashback From spending to satisfaction
Discover how cashback benefits consumers, merchants and banks with this ebook.

Strategies for Serving the Underbanked:
How banks can fight financial exclusion

Update your ESG strategy
Take advantage by analyzing your Carbon Footprint and increase the relevance of your bank in your customers' lives.

Toolkit services for banking
15 Keys to improve the turnover of banking institutions

Proof of Concept in the financial industry
Key factors for a successful implementation of a PoC
Our Podcasts
Impulsando el CRÉDITO en COLOMBIA, con Óscar Gutiérrez, fundador y CEO de BioCredit y AKAIKE
CRÉDITO, REUNIFICACIÓN DE DEUDA y TECNOLOGÍA, con Diego Azorín, Country Head para España de Lea Bank
Radiografía 360º del ECOSISTEMA FINTECH en LatAm, con Edwin Zácipa, fundador de Latam Fintech Hub
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- Liderando los PAGOS CORPORATIVOS de LatAm con Leonardo Ramos, Country Manager para México y Colombia de Clara
- Alcanzando la RENTABILIDAD con +2M de CLIENTES, con Luis Ortiz, COO de Klar
- ESPECIAL TRANSFIERE 2025 - Entrevista a José Pascual, Málaga Tech Park
- ESPECIAL TRANSFIERE 2025 - Entrevista a Jerónimo Delgado, CEO de Wegoo
- ESPECIAL TRANSFIERE 2025 - Entrevista a Miguel Álvarez de atlanTTic
- ESPECIAL TRANSFIERE 2025 - Entrevista a Mabel Santoyo de Fundalogy
- Rompiendo las barreras de pago con QR, con Joaquín Fagalde, CEO y fundador de Depay
- Simplificando la experiencia de pagos con Franco Zurita, COO y cofundador de Monnet Payments
- Lyra, la plataforma de Pagos Flexibles y alternativos, con Fernando Luna, CEO y cofounder de Lyra Network para Chile, Argentina y Perú
- Bitso, la plataforma que está cambiando la inversión cripto en LatAm, con Julián Colombo CEO de Bitso Argentina
- Alprestamo, el marketplace de servicios financieros de LatAm, con Julián Sanclemente CEO de Alprestamo
- Lulo, el one-stop-shop colombiano de servicios financieros, con Nati Jiménez de Lulo X
- El aprendizaje de más de 20 años vendiendo a bancos en Latinoamérica, con Oriol Ros de Latinia
- De la Categorización a la Hiperpersonalización: Cómo extraer el potencial del dato transacciónes, con Óscar Barba y Juan Carlos López de Coinscrap Finance
- Banca accesible para millones de clientes, con David Jiménez experto FinTech
- Avances y desafíos del sector FinTech en México, con Andrés Fontao de Finnovista
- La revolución del Open Banking, con Andrés Romerales de Coinscrap Finance
- El futuro de la banca en México: colaboraciones con FinTechs y Wealth Management, con Shanti Galván de Citibanamex
- Nace el primer centro financiero para inmigrantes en Europa: Así es Íkualo (antes MyTrébol), con Harold Correa de Íkualo
- Nuevo ahorro joven: hábitos financieros de la generación Z, mesa redonda organizada por Mutualidad
- Cómo crear el mejor customer experience usando el dato transaccional, con David Conde de Coinscrap Finance
- ¿Cómo leer 70M de transacciones bancarias cada mes? Impulsando el Open banking en Europa y Latam, con Quique Álvarez de Afterbanks
- Revolucionando los pagos digitales, con Fernando Cabello-Astolfi de Devengo
- Interconexiones FinTech para banca, sector público y empresa privada, con Salvador Molina de MADFinTech y ECOFIN
- El Open Banking y la transformación de los servicios digitales, con Alejandro Servín de Belvo
- La fintech que puso la inversión en fondos indexados al alcance de todos, con François Derbaix de Indexa Capital
- Cómo agregar más de 200 cuentas bancarias en una app de seguros con el microahorro, con Daniel Blanco de Caser Seguros
Our Blog posts

Trade Republic revolutionizes saving and investment in Spain: Insights from its Country Manager Pablo López
Trade Republic, under the leadership of Pablo López, is revolutionizing the savings and investment landscape in Spain. With over one million clients and rapid product innovation, the fintech is making investment accessible to all, offering products ranging from private equity to fixed income starting from one euro. López emphasizes the importance of financial education, long-term planning, and democratizing financial access to build a diversified, sustainable investment culture in Spain.

Dock: Brazilian technology powering Financial Inclusion across Latin America
Brazilian fintech Dock is reshaping financial inclusion across Latin America with its modular banking technology and bold expansion strategy. Led by Javier Navarro Pulecio, the company’s entry into the Colombian market highlights how digital innovation, open banking, and collaborations with giants like Visa are redefining access to financial services for millions. From real-time payments to cloud-native banking platforms, Dock is bringing Brazil’s fintech expertise to the entire region.

Summit by Iupana: How SaaS accelerates banking transformation in Latin America
What does a CIO need to make their online banking stand out? In this article, you will discover the strategies that are helping financial innovation leaders take their institutions to the next level. I’m not just talking about outperforming the competition and offering an optimal user experience.
Product sheets

PFM
The best tool to control your financial life

Micro-savings
Savings plans and automated rules

Automate your account
The easiest way to manage your financial situation

Group Expenses
Split group expenses and keep track of what's owed.