Forecasting Focus Position PocketSmith as a forecasting and financial planning tool for individuals and small teams; propose upsell or integration opportunities with premium forecasting features, enhanced scenario planning, and exportable financial projections to corporate budgeting workflows.

Open Banking Leverage the established Consumer Data Right (CDR) and live bank feed capabilities to pursue partnerships with banks and fintechs seeking plug-and-play open banking integrations, data-rights compliance, and trusted data aggregation for customers.

Global Reach Target markets in the US, UK, EU, and Australasia with localized capabilities; propose region-specific features, currencies, tax rules, and regulatory compliance packages to attract new users and potential channel partnerships.

Cost Optimization Given recent headcount reduction and revenue impact, offer cost-conscious value propositions such as modular pricing, freemium-to-paid conversion campaigns, and targeted enterprise or SMB bundles that emphasize efficiency and forecast accuracy.

Event Enablement Capitalize on attendance at fintech and open banking events by pursuing lead generation, speaking engagements, and co-hosted webinars with data rights and wealthtech themes to accelerate partnerships and customer acquisition.