Personal Finance Management
Key features
- Automatic categorisation of transactions
- Graphical spending analysis
- Advanced search functionality
- Budget
- Saving goals
Description
Advanced account statement visualisations enable online banking clients to easily understand the dynamics of their account. Transactions are automatically categorized and presented in straightforward graphs allowing clients to analyse their spending habits quickly and in real time.
Who is it?
Contovista specialises in analysis and visualization of financial data and develops algorithms leveraging machine learning methodologies. Contovista offers Personal Finance Management (PFM), Business Finance Management (BFM) and Data Analytics solutions for financial institutions with the vision of making banking data-driven. The solutions are white labelled and can be seamlessly integrated in e-banking, mobile banking and portals thus offering innovative products and services on all online channels.
Benefits for the bank:
Offering easy to understand visualisations and client-specific content on online channels helps customers understand their finances better and increases customer engagement on online channels.
Available solution add-ons
- Business Finance Management (BFM): automatic categorisation, graphical analyses and liquidity planning for SMEs
- Advanced Analytics: targeted communication on digital and traditional channels by use of state-of-the-art machine learning models
Preview
Key features
Key features
- Automatic categorisation of transactions
- Graphical spending analysis
- Advanced search functionality
- Budget
- Saving goals
Description
Description
Advanced account statement visualisations enable online banking clients to easily understand the dynamics of their account. Transactions are automatically categorized and presented in straightforward graphs allowing clients to analyse their spending habits quickly and in real time.
Who is it?
Contovista specialises in analysis and visualization of financial data and develops algorithms leveraging machine learning methodologies. Contovista offers Personal Finance Management (PFM), Business Finance Management (BFM) and Data Analytics solutions for financial institutions with the vision of making banking data-driven. The solutions are white labelled and can be seamlessly integrated in e-banking, mobile banking and portals thus offering innovative products and services on all online channels.
Benefits for the bank:
Offering easy to understand visualisations and client-specific content on online channels helps customers understand their finances better and increases customer engagement on online channels.
Available solution add-ons
- Business Finance Management (BFM): automatic categorisation, graphical analyses and liquidity planning for SMEs
- Advanced Analytics: targeted communication on digital and traditional channels by use of state-of-the-art machine learning models
Preview
Preview
