Building stronger banking relationships through Personal Financial Management
In order to meet today’s customer expectations, financial institutions need to offer a personalized banking experience that meets changing demands. We have analyzed customer experiences and needs in order to create the most effective Personal Financial Management platform.
Get a better understanding of your finances
Thanks to spending categorization and banking personalized insights tailored to your real needs going beyond your traditional socio-demographic data.
Optimize your time
Detect spending patterns and visualize them easily to take the next best action according to your financial situation.
Anticipate
Boost real financial wellness with tailored solutions that remove the surprise factor.
Get a better understanding of your finances
Optimize your time
Anticipate
Revolutionizing the customer experience
Relevant insights for a better personal financial management
Data enrichment for a better understanding of expenses
Get a simple interaction and a better understanding of your finances providing clear and enriched transactional data.
Transaction Enrichment
Financial Analysis
Cash-Flow
Subscriptions
Transaction Enrichment
Financial Analysis
Cash-Flow
Subscriptions
Transaction Enrichment
Transform raw transactional data with our Machine Learning technology into comprehensive financial information.
Financial Analysis
Get an instant snapshot of your income/expenses distribution to understand your financial behavior.
Cash-Flow
Monitor your current incoming & outgoing cash flow and its forecast to avoid future situations.
Subscriptions
Track recurring payments or bills and get better visibility to avoid surprises and anticipate any repayment issues.
Financial Calendar
Visualize, breakdown and plan ahead transactions in a heat map calendar for stress-free spending.
Transactions
Check your transactions and customised them to easily track day-to-day expenses.
Personalized Insights
Anticipate issues with personalized solutions and let alerts deliver relevant and actionable notifications in real time.
Empower customers to plan ahead for stress-free
Updates with real-time information about all their accounts and personalized banking insights and notifications to better understand and track expenses.
Financial Calendar
Transactions
Personalized Insights
Financial Calendar
Transactions
Personalized Insights
Discover tools to save money and accomplish goals
Allow users to set up saving plans to reach their goals faster and to establish limits to reduce unnecessary expenses. Boost customers’ financial wellness.
Budgets
Saving Goals
Spending control
Budgets
Saving Goals
Personalized Insights
Budgets
Keep expenses under control by setting limits based on users’ spending habits.
Saving Goals
Help users achieve their goals faster and more efficiently. From perfect holidays to long-term savings, improve users’ saving capacity.
Spending Control
Control how much you can still spend without affecting your net balance for a selected period.
Customers all around the world enhance financial wellness with our PFM software solution
BFM + Engager
The most up-to-date Account information
Strands' BFM solution was embedded into Novo Banco’s system with Strands providing end to end support.
PFM
A Leading Universal Bank in Georgia
By all accounts, the bank is on to something – it’s converting customers over to digital channels.
BENEFITS
We understand data to empower customers’ knowledge
Increase Engagement
Become the everyday companion of your customers increasing engagement across all digital channels.
Personalized Journey
Exploit personalized journeys to serve all customer’s segments bringing their digital banking experience to the next level.
Enhance Turnover
Provide users with the ability to save money and maximize your cross-selling opportunities.
Enahnce Financial Wellness
Contribute to saving capabilities in order to meet new life goals.
Improve Financial Understanding
Get relevant, actionable and real-time insights about your finances.
Jumpstart Mobile Banking
Get an easier mobile adoption thanks to the intuitive UI and dashboards.
PFM
Engager
Improve banking relationships with your retail customers
Engager, combined with Personal Financial Management, provides actionable insights and recommendations based on customers’ transactional data.
Boost engagement with a customized experience.
- Deeper understanding of your customers.
- Promote next best action in real time.
- Seamless experience.
WHY CHOOSE US
Our expertise is at your disposal
We minimize your time-to-market
Using a variety of delivery models, we develop disruptive solutions and provide strategic consulting and assistance.
You can trust our industry knowledge
With our extensive industry experience and close collaboration with our bank customers, we offer solutions that you can rely on.
We’ll bring innovation to your business
Making complexity easy to understand and assisting you with a changing financial landscape is our priority.
Book a demo
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