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Personal Financial Management

A retail solution for 360° management of consumers’ current, past and future financial situations.

In order to meet today’s customer expectations, financial institutions need to offer a personalised banking experience that meets changing demands.

Financial control and foresight are integral parts of our personal financial management (PFM) solution, helping retail customers achieve financial wellness and increase their value by offering relevant insights for a better financial management.

Enhancing Financial Wellness

Using our advanced PFM tools and insights, banks can empower customers to make smart financial decisions that help them track their spending, gain an overview of their finances and plan for the future.

Provide effective financial wellness program.

Provide effective financial wellness program.

Allow to plan ahead for stress-free.

Allow to plan ahead for stress-free.

Help accomplish goals with personalised advice.

Help accomplish goals with personalised advice.

Product Highlights

Updates with real-time information about accounts and personalised data-led insights and notifications.

Updates with real-time information about accounts and personalised data-led insights and notifications.

Designed with a very intuitive and friendly UI, customers can avail a variety of management features like peer comparison, breakdown of incomes and expenses, and forecasting income and expenses.

Designed with a very intuitive and friendly UI, customers can avail a variety of management features like peer comparison, breakdown of incomes and expenses, and forecasting income and expenses.

Pattern detection to track and review recurring payments.

Pattern detection to track and review recurring payments.