Work Smart
Your customers can now keep an eye on their finances. Making it easier for them to discover insightful patterns, budget and plan. Enhancing your bank’s ability to retain customers by giving them effortless control of their finances.
Not Hard
Don’t leave your customers in the dark. With Personal Money Manager they will know exactly what they’re doing with their finances with our simple, smart and secure solution.
Features:
- Personal Money Manager is linked to a customer’s bank accounts.
- Transactions are automatically populated in the system on a real time or daily basis.
- Transactions are automatically allocated to expense and income types.
- Provides reports and graphic detail in an easy and simple format
- Based on the results (the individual’s financial situation), there are prompts and alerts to guide the user as well as provide advice and learnings
- Suggests bank products that can add value to the client, depending on her/his specific needs.
Key Benefits:
- Personal Money Manager is linked to your bank account and is automatically updated with each new transaction.
- Each new transaction is automatically brought into Personal Money Manager and can be automatically posted to the right account using our matching rules.
- Financial Statements are automatically produced, and can be scheduled to be emailed automatically (weekly/ monthly) to any email address.
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