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 in a seamless and intuitive interface.

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.

ICON Full Control Over Your Payment Cycle

Provide a better understanding of finances

Thanks to spending categorization and banking personalized insights beyond traditional socio-demographic data that meet real needs.
ICON Personalized Insight Solutions

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.
ICON Effective Forecasting

Anticipate

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

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

Transactions Enrichment: Strands Personal Financial Management Fintech Software

Transaction Enrichment

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

Financial Summary: Strands Personal Financial Management Fintech Software

Financial Analysis

Provide an instant snapshot of your customers’ income/expenses distribution to help them understand their financial behavior.

Cash-flow Analysis: Strands Personal Financial Management Fintech Software

Cash-Flow

Monitor their current incoming & outgoing cash-flow and its forecasts to avoid future liquidity problems.

Subscription Section: Strands Personal Financial Management Fintech Software

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.

Financial Calendar: Strands Personal Financial Management Fintech Software

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.

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 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

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

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 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

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

Strands PFMStrands BFMStrands Engager

Banco BPM

Helping SMEs Streamline Finances

Banco BPM decided to undergo a full-on digital banking transformation launching Strands full product suite.

Strands PFM

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.

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.

Personal Financial Management Software with Engager for personalized insights

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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