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Omnichannel Sales & Service

Personal Finance Management Solution

PFM is an advanced online Personal Finance Management (PFM) solution that enables bank’s online banking clients to manage their finances:

  • By keeping track and making analyses of personal income,
  • Through automatic categorization of all transactions,
  • By making plans about spending and income,
  • Through receiving financial help and recommendations.

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The solution’s basic function is gathering  information about bank’s clients and presentation of personalized offers and messages based on the collected data. PFM also has a strong selling function because some components of the solution are intended for evaluation of the client’s payment capabilities and offering of products and services which are compatible with the client's preferences.

PFM is an innovation in retail financial services and an important part of next generation online banking services.


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