Weave by CRIF: Personal Finance Management (PFM)

Weave customised experiences for enhanced customer engagement and help you achieve lifetime value through managing your money effectively

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Weave by CRIF, helps you to craft exceptional journeys for customers, just like a weaver creates intricate patterns. Go beyond transactions and seamlessly connect with your customers through hyper-personalised interactions that simplify their financial planning. Strengthen relationships and build loyalty by keeping customers engaged in budgeting apps, thereby enhancing their lifetime value.

Weave empowers you with a state-of-the-art digital platform, that can be seamlessly integrated with your internal systems to enhance financial information sharing. Now, you can attract new customers and offer personalized estate planning services banking journeys and transform data into cross-selling opportunities.

Enhance Customer Satisfaction with Personal Financial Management (PFM)

20 %

Customer engagement rate

24 %

Cross-selling ratio

93 %

User interaction with insights

Transform the Way you Engage with your Customers

Intuitive and User-Friendly Interface

Fosters longer interaction time and increased engagement, allowing your customer to actively manage their finances and pay bills efficiently while managing personal finance.

Data Driven Personalized Recommendations and Financial Insights

Build dynamic interactions by offering a tailored experience in wealth management, ensuring your customer’s financial journey remains relevant and fosters deeper relationships.

360° View of Finances

Provide a holistic view of income, expenses and savings, all in one place.

Financial Planning

Your customer can set and achieve their financial goals with our budgeting tools, financial analysis features and saving plans, empowering them to secure their financial future.

Full Analysis of Past and Present Spending

Go beyond raw data with data-driven insights, empowering your customer to make informed financial decisions.

Seamless Omnichannel Integration

With existing systems and third-party applications, fostering a connected ecosystem for a holistic customer experience delivery across mobile apps, online portals, and branch networks can enhance managing personal finance.

What Makes Weave by CRIF your Go to Platform?

Enhanced Engagement for Personal Finance Management

Cultivate trusted relationships with your customers through meaningful interactions that support their emergency fund and retirement planning needs across all digital channels.

Data Driven Personalization

Traditional, one-size-fits-all approaches are no longer effective. Personalize your offerings to meet the unique needs and preferences of each customer segment, driving engagement and satisfaction in managing personal finance.

Increase Revenue

Maximise cross-selling opportunities through personalised insights to increase the overall lifetime value of your customers.

Advanced Analytics

Gain deeper insights into customer behaviour and preferences, enabling deeper decision making for your financial products portfolio expansion.

Enhanced Security

Benefit from CRIF's industry-leading security protocols to ensure the safety and privacy of your customers' financial situation.

Robust Capabilities for Customer Acquisition and Retention

Attract new customers through a differentiated experience and retain existing ones through automating personalized engagement and subtle in-journey interventions like budgeting and financial literacy education.

Seamless Omnichannel Interactions

Foster consistent and frictionless interactions across all touchpoints, from mobile banking apps to online portals and branch networks, to enhance money management.

Seamless Integration for Unmatched Banking Solution

On Premise

Complete control and seamless integration within your existing infrastructure to automate bill payments, savings plans, and investment strategies.

On Saas

Agility and convenience ensuring scalability and accessibility without the need for on-site infrastructure.

On Cloud

Flexibility and scalability to meet your evolving needs in the area of personal finance, enhancing performance and efficiency in managing liabilities and investments.

Weave by CRIF Stronger Customer Relationships with Advanced Personal Finance Management Features

Our platform offers comprehensive solutions, designed to enhance your customer experience using our next generation personal finance management.

TRACK

Track Personalized Customer Experience

Real-time updates on their various accounts and personalized data-driven notifications and insights to assist in cash flow management. 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 to help set financial goals.

  • Financial analysis
  • Cashflow and balance
  • Peer comparison

PLAN

Tool to Accomplish Financial Goals

Banks can provide a unique banking service to every retail customer by offering personalized insights into their credit score, net worth, and interest rate implications. Customers can help identify financial goals, reduce or eliminate unnecessary expenditures and set up saving plans.

  • Budget
  • Saving goals
  • Spending control

Weaving Strong Customer Relationships Together Worldwide: Our Top Collaborations

PFM

FAQs

Weave by CRIF offers a multitude of benefits, including:

Weave by CRIF is a next-generation platform designed to seamlessly Weave by CRIF together personalised interactions, comprehensive financial management tools and a seamless experience for your banking customers to drive stronger relationships and customer lifetime value.

  • Personalised customer experiences
  • Seamless omnichannel interactions
  • Actionable PFM tools
  • Unparalleled flexibility
  • Enhanced agility
  • Unwavering security
  • Boosted customer engagement
  • Enhanced customer lifetime value
  • Driven business growth

Weave by CRIF is built for all banking and financial institutions regardless of size and its platform could be used by many functional teams that are focused on driving customer experience and lifetime value.

Marketing and customer experience design teams could use Weave by CRIF to build powerful experiences and engagement from the entire customer base, while product, strategy and technology team could use the platform to drive integrations with existing infrastructure or 3rd party applications to enable a truly data driven experience management engine across all touchpoints.

Weave by CRIF is built on a robust and open API architecture, enabling seamless integration with existing core banking systems and third-party applications.

Absolutely. Weave by CRIF prioritizes data security and adheres to industry-leading security protocols and regulatory compliance standards.

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Consent

We hereby inform you that CRIF shall collect and process your personal data, also through automated means, for purpose of sending advertising, commercial and information material related to CRIF or to affiliated companies. Your personal data shall be processed fairly and with the maximum confidentiality and may be communicated to members of CRIF Group for the same purpose stated here-above. I hereby consent that my personal data are processed and communicated for the purpose and within the terms stated in the informative note here-above.

 

 

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