More and more the internet offers a basis for handling all personal financial transaction processes. In the future customers will require tools to get an overview of the range of digital transactions via all channels and all devices. They want to manage their own finances. And they want to do so any time – any place – with any available device. That is what customers want in the digital age.
Online banking is still a central starting point for this. Personal finance management systems provide much more than classical online banking. In this way graphical analyses, categorisations and personal dashboards support the customer with an overview of their finances. Customers who use PFM use more bank products on average than other customers. Use the Customer Engagement Platform from CREALOGIX and offer your customers a transparent view of all of their finances.