Personal finance management

Reap the benefits of automated data categorization, achieve maximum accuracy, and help customers improve their financial well-being. Provide users with a holistic view of their finances, offer smart budget management tools, and present personalized a...

#Aggregation

#Categorization

A smart money management solution geared towards personal finance

Engage customers with an intuitive experience —that helps them improve their finances over time with data-driven insights, projections, and a clear overview of all their accounts

Empower your customers!

Open banking-enabled PFM solutions provide customers with a single digital app where they can access all their financial data for personal wealth management purposes. PFM apps are also often able to provide customers with actionable insights that help them improve their financial health. Our open banking platform makes it possible to collect real-time transactional data from thousands of banks, analyze it, predict what customers need, and provide them with personalized feedback.

Enhance CX

Transform raw data into personalized customer insights for cutting-edge CX.
Build trust

Provide relevant, data-driven, personalized advice.
Increase retention rates

Increase satisfaction and engagement by helping customers improve their finances.

Boost agility

Use the personal finance management (PFM) API to upgrade your applications.
Reduce costs

Improve your cost-to-income ratio with a ready-to-use solution pre-integrated with Tink.
Innovate

Gain easy access to other open banking use cases and add-on services.