Personal Finance Management (PFM)
Give your customer a complete online banking experience by incorporating hysab kytab pfm as a digital money management tool. Develop a strong user-engagement relationship, understand your customer’s money behavior and help them control their finances and make money management easy for them.
Empowering Banks to build a Sustainable Business with PFM
Analyze the spending pattern of your customers and then guide them to organize finances, give your users a 360° view of their financial activities.
Segment users into smaller groups based on the 360-degree view of their finances.
Assessing Customer Needs
Understanding the needs of users from the data of spending, budgets and saving goals.
Creating ETB Leads Lists
Generate effective ETB List with relevant products tagged to relevant customers.
Utilizing upsell & cross-sell opportunities
Providing data to marketing team for effectively tailoring offerings in a targeted manner.
HK - on Prem or on Cloud
Seamless Integration with Banking app
Increased interaction with the bank
Insights for cash-based transactions
360-degree view of a customer’s finances
What are the goals and budgets of my customer?
Benefits for Customer
- 360 view of financial activities.
- Tailored and personalized offers.
- A digital tool to track, record and plan.
- Graphical representation of data.
- Actionable insights and recommendations.
- Panoramic past spending analysis and forecast.
- Better understanding of financial situation