All The Options
View And Do
The highest priority items customers and members want – view balance, check transaction, make a payment, transfer money.
Review And Relax
Budget trends and financial position of customer or member are presented. Power users can configure, track, analyze and plan their financial future.Deliver The 3 Cs Of Digital Banking
Embedded Financial Management
Lose The Tab -It's In There
All transactions for all digital users are categorized with a 99%+ accuracy. Forget PFM as a tab. Provide financial management without additional user fees.
Actionable Data For All
Customer or member used categorized data for evaluation and planning. Institution uses same data to personalize the services offered to the end user.What Bankers Could Learn From Retailers
Control The User Experience
Instead of surrendering control to payment service providers, we allow the institution to control the user experience for all money movement functions.
Use The Data To Save Money
The banks and credit unions with our solution also control the data associated with all money movement services allowing for least cost routing.See It For Yourself