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.
Provide a better understanding of finances
Thanks to spending categorization and banking personalized insights beyond traditional socio-demographic data that meet real needs.
Help optimize time
Detect spending patterns and provide a clear overview to advise your customers on the next best action according to their financial situation.
Anticipate
Enable real financial wellness with tailored solutions that remove the surprise factor.
Provide a better understanding of finances
Help optimize time
Anticipate
Revolutionizing the customer experience
Personalized insights for a better personal financial management
Data enrichment for a better understanding of expenses
Create simple interactions for a better understanding of finances by enriching transactional data.
Transaction Enrichment
Financial Analysis
Cash-Flow
Subscriptions
Transaction Enrichment
Financial Analysis
Cash-Flow
Subscriptions
Transaction Enrichment
Transform raw transactional data into comprehensive financial information with our Machine Learning technology.
Financial Analysis
Provide an instant snapshot of your customers’ income/expenses distribution to help them understand their financial behavior.
Cash-Flow
Monitor their current incoming & outgoing cash-flow and its forecasts to avoid future liquidity problems.
Subscriptions
Track recurring payments or bills and provide better visibility to avoid surprises and anticipate any repayment issues.
Financial Calendar
Help visualize, break down and plan transactions in a heat map calendar for stress-free spending.
Transactions
Enrich raw transactional data to provide a clear transactional overview and enable customers to easily recategorize them to keep track of 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 a stress-free experience
Keep them up to date 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 your customers 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 customers 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
Helping SMEs Streamline Finances
Banco BPM decided to undergo a full-on digital banking transformation launching Strands full product suite.
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.
Enhance Financial Wellness
Contribute to saving capabilities in order to meet new life goals.
Improve Financial Understanding
Provide relevant, actionable and real-time insights about finances.
Jumpstart Mobile Banking
Boost mobile use thanks to intuitive UI and dashboards.
PFM
Engager
Improve banking relationships with your retail customers
Combined with Personal Financial Management, Engager provides actionable insights and recommendations based on customers’ transactional data.
Boost engagement with a customized experience.
- Gain a deeper understanding of your customers.
- Promote next best actions in real time.
- Offer a seamless user experience.
WHY CHOOSE US
We are a Global Leader with a proven track record in the Fintech industry
Unrivaled service model for all sizes
Our solutions can be consumed via SaaS on private cloud for EU, on AWS for US, multi-cloud or legacy systems.
Data analytics at the core with real-time technology
Leverage ML categorization enrichment engine and analytics model to detect real time events based on customers behavior.
Top skilled people sharing their expertise
Our professionals will support you during solution design, implementation and after go live phase.
Ask an Expert
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