Company
Category
Digital ChannelsClient Communication ManagementInvestment AdvisoryPortfolio Management
Released
05 March 2024

Personal Finance Manager (PFM)

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About the partnership

Contovista’s Personal Finance Manager (PFM) is the digital financial assistant that can be easily and seamlessly integrated into any digital banking solution. Thanks to artificial intelligence, transaction data is analysed and enriched. The PFM then provides your customers with useful insights and tips to help them better manage their finances.

Key features

  • Transaction Categorization: Automatically categorizes transactions to help users understand where their money is going
  • Spending Analysis: Provides insights into spending patterns, identifying areas where users can save money  
  • Intelligent Tax-Feature: Automatically identifies your customers’ deductible expenses