Work Smart
Along with your customers’ monthly bank statements you can send them an intelligent snapshot of their personal and business finances. Making it easier for them to gain valuable insight into their own spending patterns. You get the picture?
Not Hard
We know your bank has spent a vast amount of money on PFM. We also know that the uptake is incredibly low and delivers very little ROI. That’s where we come in. We’ve developed a system, Insights, that comes standard to all your customers. Automatically pushing all their financial performance information to them, without having to lift a finger. How simple is that?
Insights enables personal and business customers to understand and better manage their cash flow and income and expenditure. Insights analyses the information in customer bank statements and uses known merchant information and categorisation rules to provide customers with a view of the performance and health of their finances.
Key Benefits:
- Significantly increases usage levels for PFM solutions
- Improve ROI on bank’s PFM investment
- Complementary offering to any PFM solution
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