White Papers

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Beyond-the-Transaction

Beyond the Transaction

The financial services industry has undergone a
significant transformation in recent years, with the
emergence of new technologies and innovations that
are changing the way customers interact with their
financial institutions. One such innovation is Personal
Finance Management (PFM), a technology-driven tool
that helps customers manage their personal finances
effectively. PFM solutions have the potential to go
beyond transactional relationships with customers
and create meaningful engagement that builds
loyalty and trust.

In this white paper, we will discuss how financial
institutions can use PFM to create personalised and
engaging experiences that meet the evolving needs
of their customers.

Know More , Guess Less!

Beyond the Transaction

A FinTech that provides white-labelled Financial Management solutions to banks to enhance the banking experience.

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Getting Started

Starting your financial journey is super simple!

To keep track of your spending, you first need to set up an account to spend from!

Press the + button on the first card on your dashboard. Select an account type and add how much you have in this account. You’re all set to track your spending!

Track your spending through the + button at the bottom of the screen. Select whether this is something you’re spending (an expense) or something you’re receiving (an income), or even if this is a loan you’ve taken or given to someone.

Add in the amount, category, and account you’re spending from – and you’re all set to record your transaction! Want to add more details so you can recall the transaction better? No, problem! You can add in a description, labels, link a receipt from your storage, and even connect it to an event happening in your life.

Take this to the next level and add a budget to decide what you can spend this month. Scroll to the bottom of the dashboard and press Create next to Your Budgets. Select a category and an amount you don’t want to cross; this will create a monthly repeating budget for you.