Personal
Finance Manager
Offer your customers the best tool to control their financial life
Understand economic habits, identify areas for improvement and give automatic and hyper-personalised recommendations to enhance financial health.
Offer your users a new service through a white label Personal Finance Manager that offers innovative functions, combined with an excellent user experience. Our products allow you to launch new features within weeks.
MATCH WITH
Retail Banking
Insurance Companies
FinTechs
InsurTechs
PFM
Solution
THE KEY
This is a new generation of PFMs that not only shows a global picture of personal economy, but also understands what the financial habits are, detects areas for improvement and gives automatic and concrete recommendations to enhance your user’s financial health. Includes account aggregation from external entities through open banking technology.
Twice as much, PFM users log into their online banking.
Integrating seamlessly with every online and core banking system.
360º snapshot of their entire financial world in one place.
Relevant insights and advice based on behavioral economics.
Automated actions that help the users achieve financial goals.
30
%
of retail bank customers
mentioned they don't have a clear idea how they are expending money
