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We work with a trusted third-party to provide Insights. Before starting this partnership, we carefully checked to make sure your data would be handled securely and responsibly. We have agreements in place to ensure your data is treated with the same level of care as we use ourselves. Your data is stored within Europe.  

Before you start using Insights, you will need to give your consent to process your transaction data. You can withdraw this consent at any time and turn off Insights. For more information about how we use your personal data, please see our privacy statement. 

Your personal data is used to provide you with valuable insights, helping you manage your finances more effectively. For example, Insights can help you keep track of your budget, give you a look ahead at your future balances, and help you avoid potential unarranged overdrafts.  

We may also use your data to offer you relevant product opportunities, such as savings or investment options tailored to your financial situation. Additionally, we can provide impact-related insights, such as information on specific investment funds, so you are well-informed about the potential impact of your investments. 

At Triodos Bank, keeping your data safe and private is very important to us. We always handle your information with care and take different steps to make sure your banking is secure. 

Insights help you get a better overview of your spending by analysing your account details, account balances, account transactions, card information, and card transactions.  

Read more about how your personal data is used for Insights. 

 Before you start using Insights, you will need to give your consent to process your transaction data. You can withdraw this consent at any time and turn off Insights. 

You can use Insights if you have one or more of the following personal accounts and use the Triodos Mobile Banking App: 

Triodos Current Account 

Triodos Online Saver 

Triodos Online Saver Plus 

Triodos Online Cash ISA 

Triodos Two Year Fixed Rate ISA 

Triodos Three Year Fixed Rate ISA 

Triodos 1 Year Ethical Savings Bond 

Triodos 2 Year Ethical Savings Bond 

Triodos 3 Year Ethical Savings Bond 

Triodos 5 Year Ethical Savings Bond 

Please bear in mind that as Insights uses transaction data to provide information, if you only have a fixed term savings account with us, or an account without many transactions, you won’t see as many notifications or updates from Insights. 
 
Investment accounts aren’t included in Insights. 
 
You will need to update to the latest version of the app to access Insights.

There are 2 types of Insights: 

• Overview of your finances: you see an overview of your income, expenses and overall financial situation.  

• Personal notifications: you receive a notification in the app, for example when your salary has been deposited or when your energy bill is higher than usual.  

You can turn these on and off separately: 

Go to More, then Preferences & Privacy, then Insights. 

Tap the slider to turn the Insights on or off. 

We use your data to create both types of Insights. If either Insight type is switched on, we will continue to process your data to create Insights. To turn off Insights completely, turn off both settings to withdraw your consent.