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Leverage to Enhance Customer Engagement

Leverage to Enhance Customer Engagement

This white paper explores the significant role of Personal Financial Management (PFM) tools in enhancing customer engagement within the financial industry. As technology continues to advance, consumers increasingly expect personalized and interactive financial experiences.

PFM tools provide users with a comprehensive view of their finances, offering budgeting, goal-setting, and analysis features. By harnessing the power of PFM, financial institutions can effectively engage customers, foster trust, and build long-lasting relationships. This paper highlights the benefits of PFM adoption, presents statistics from research outlets, and offers insights into leveraging PFM to optimize customer engagement.

Know More , Guess Less!

Leverage to Enhance Customer Engagement

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.