Customer engagement through

PFM tools


Classical PFM solutions have struggled to be adopted for a number of reasons. They fail to provide practical value, suffer from classification and prediction inaccuracies, and tend to  demand lots of work from end-users. The road to success lies in PFM achieving highly-personalized and actionable advice and tools, all delivered in user-friendly language.


We’ve created production-ready analytical use-cases and workflows to show what PFMs are capable of. These all assist the deployment of several tools for driving customer engagement, and go well beyond the classical PFM feature set by leveraging transaction histories.

1. Smart Alerts

2. Financial health

3. Gamified savings

What we offer

An end-to-end process

for designing and implementing a full PFM app

Integrating bespoke PFM functionality

into your existing app

Let’s shape your ideas

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