Customer engagement through

PFM tools

Challenge

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.

Solution

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.

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1. Smart Alerts

  • We turn clients’ payment histories into a practical financial calendar, which is not only practical but also serves as a retention tool.
  • Clients get proactively notified of upcoming and missed payments, important payment dates like due taxes, as well as subscription renewals.
  • Notification can be linked to clear calls to action. Clients have the freedom to customize alerts to their preferences.

2. Financial health

  • We provide an unbiased view of a client’s financial well-being by providing easy-to-grasp metrics like financial reserve, debt-to-regular income, room to save, insurance coverage, and others.
  • Our automated advisory engine informs clients as to what action they need to take to increase their financial health score.
  • Clients also receive a practical prediction of how much spending money a client has available until the end of the week or month.

3. Gamified savings

  • A set of algorithms that support a multitude of gamification and automation systems to encourage saving.
  • Leveraging findings of behavioral sciences, we identify pay days and suggest optimal allocation of money or educate clients regarding what impact could a long term investment strategy have on their finances.
  • Our algorithms are customizable to fit your particular needs.

What we offer

An end-to-end process

for designing and implementing a full PFM app

Integrating bespoke PFM functionality

into your existing app

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