Solution introduction
The personal, intuitive financial cockpit for relevant e-banking
The Personal Finance Manager is the personal, intuitive financial cockpit for relevant digital banking. Through intelligent data analysis, we help financial institutions use their transaction data and thus sustainably increase customer interactions and loyalty
Long-term relationships thanks to personalized banking
Contovista's Personal Finance Manager (PFM) is the digital financial assistant that can be easily and seamlessly integrated into any digital banking solution. Thanks to artificial intelligence, the transaction data is analyzed and enriched. On this basis, the PFM provides your customers with helpful insights and tips for better control of their finances.
You can identify possible cross-sell and up-sell potential early on. With the right product offering at the right time, you can optimally meet your customers’ needs. We enable personal, relevant and UX-optimized banking that makes life easier for your customers.
