Strands PFM

Enhancing financial wellness through Personal Finance Management

By analyzing and understanding customers’ financial behavior, our PFM software helps them achieve financial well-being and increase their value.

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.

ICON Full Control Over Your Payment Cycle

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.
ICON Personalized Insight Solutions

Optimize your time

Detect spending patterns and visualize them easily to take the next best action according to your financial situation.
ICON Effective Forecasting

Anticipate

Boost real financial wellness with tailored solutions that remove the surprise factor.

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

Transactions Enrichment: Strands Personal Financial Management Fintech Software

Transaction Enrichment

Transform raw transactional data with our Machine Learning technology into comprehensive financial information.

Financial Summary: Strands Personal Financial Management Fintech Software

Financial Analysis

Get an instant snapshot of your income/expenses distribution to understand your financial behavior.

Cash-flow Analysis: Strands Personal Financial Management Fintech Software

Cash-Flow

Monitor your current incoming & outgoing cash flow and its forecast to avoid future situations.

Subscription Section: Strands Personal Financial Management Fintech Software

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.

Financial Calendar: Strands Personal Financial Management Fintech Software

Transactions

Check your transactions and customised them to easily track day-to-day expenses.

Transaction Categorization: Strands Personal Financial Management Fintech Software

Personalized Insights

Anticipate issues with personalized solutions and let alerts deliver relevant and actionable notifications in real time.

Personalized Advice: Strands Personal Financial Management Fintech Software

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

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

Planning Budgeting Tools: Strands Personal Financial Management Fintech Software

Budgets

Keep expenses under control by setting limits based on users’ spending habits.

Saving Goals: Strands Personal Financial Management Fintech Software

Saving Goals

Help users achieve their goals faster and more efficiently. From perfect holidays to long-term savings, improve users’ saving capacity.

Spending Control: Strands Personal Financial Management Fintech Software

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

Finax
ADCB
AIB
Huntington
STEP
BAC
NCBA
BANK OF GEORGIA
Galicia
Davivienda
Banco BPM
HSBC
Santander
Macro
Money
Banco Cooperativo Español

Strands BFMStrands EngagerBFM + Engager

Novo Banco

The most up-to-date Account information

Strands' BFM solution was embedded into Novo Banco’s system with Strands providing end to end support.

Strands PFMPFM

Bank Of Georgia

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.

Personal Financial Management Software with Engager for personalized insights

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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