Success Story

Lloyds Banking group

Lloyds Banking Group Goals

Lloyds Banking Group aims to create a new mass affluent proposition to grow in the attractive but underserved SMB market segment of the banking industry and gain market share.

Lloyds Banking Group is focused on increasing its product revenues, by differentiating itself through digitalization and diversification of its offers.

Banking and business all in one.
Reinventing Lloyds Banking Group portal.

Lloyds Banking Group has teamed up with OneUp to build a brand new, immersive, and seamless experience in their online portal, leveraging OneUp Business Assistant™ technology.

OneUp has a strong knowledge of the SMBs’ needs and challenges, and the flexibility and creativity to offer high-level tailor-made solutions for each bank. The entirely new customer journey was implemented in just a few weeks, so Lloyds Banking Group was able to stay ahead of the competition with a cutting-edge neo-banking approach.

Say "Hi!" to Business Finance Assistant™

By Lloyds Bank customers side every day.

Based on your banking activity, your profit is £434K for this period.
Your cash position is currently £18K and £20K for next month.
Your top customer is currently Ben Booker at £5K this month.
You have £16K in expenses remaining to pay in February for 18 clients.
Business Assistant

AI Categorized Transactions

AI transforms bank feeds into accounting with 95% accuracy (#1 Ranked by Forbes AI benchmark).

Business Assistant

Financial Performance

Ready-to-use financial reports when needed by the bank, accountant, tax authorities or even business partners.

Business Assistant

Cash Flow Forecast

Automated and customizable by each client.

Business Assistant

Invoicing

From Quote to Invoicing to Cash and Sales Tax tracking.

Business Assistant

Pay Bills

Scan bills and pay in a snap.

Business Finance Assistant™

AI Categorized Transactions

AI transforms bank feeds into accounting with 95% accuracy (#1 Ranked by Forbes AI benchmark).

Business Finance Assistant™

Financial Performance

Ready-to-use financial reports when needed by the bank, accountant, tax authorities or even business partners. Digital VAT submission directly to HMRC.

Business Finance Assistant™

Cash Flow Forecast

Automated and customizable by each client.

Business Finance Assistant™

Invoicing

From Quote to Invoicing to Cash and Sales Tax tracking.

Business Finance Assistant™

Pay Bills

Scan bills and pay in a snap.