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Maximize Digital Banking Engagement, and Enhance Financial Wellness Through Personal Finance Management Services

Give a 360° view of finances to your customers. CRIF’s Personal Financial Management solutions assist customers in controlling their finances, planning future purchases, and making sound decisions. Put personal finance management at the heart of digital banking, giving your customers smart and personalized recommendations and advice.

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Personal Finance Management Value Proposition

FULL ANALYSIS OF PAST AND PRESENT SPENDING

IMPROVED ENGAGEMENT AND RETENTION

BETTER AND LONGER INTERACTION TIME

360 DEGREE OVERVIEW OF ALL ACCOUNTS

SEAMLESS INTEGRATION WITH ALL SYSTEMS

TIPS ON HOW TO SAVE AND MANAGE SPENDING

Revolutionize Your Customer Experience

Enhancing banking relationships through Personal Financial Management Solutions. Financial institutions must offer a tailored banking experience that addresses and adapts to shifting demands to fulfil today's client expectations. We evaluated various customer experiences to create the most efficient Personal Financial Management platform.

  • TRACK

    Personalized Customer Experience

    Real-time updates on their various accounts and personalized data-driven notifications and insights. Customers can track and review recurring payments using pattern detection.

    • Transactions enrichment
    • Financial calendar
    • Scheduled transactions
    • Insights and notifications
    • Account aggregation

  • ANALYSE

    Complete Financial Management

    Designed with an intuitive and friendly UI, customers can avail of various key features like peer comparison, breakdown of incomes and expenses, and forecasting upcoming income and expenses.

    • Financial Analysis
    • Cashflow and Balance
    • Peer Comparison

  • PLAN

    Tool to accomplish Financial Goals

    Banks can provide a unique banking service to every retail customer. Customers can help identify financial goals, reduce or eliminate unnecessary expenditures and set up saving plans.

    • Budget
    • Saving Goals
    • Spending Control

Customers worldwide enhance their financial well-being with our Personal Finance Management software solution.

Contact us on 022-71712962 or write to us k.talwar@crif.com for amplifying your business performance today.

Want to know more about us

We are always open to discussing new projects, Creative ideas and opportunities to be a part of your visions.

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