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Strands PFM

Personal Finance Management solution to enhance customer financial wellness and retention.

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Overview

Strands PFM is a personal finance management platform designed to improve customer adoption and engagement through an intuitive interface that enhances financial literacy and retention.

The solution offers flexible deployment models including on-premise, SaaS, and cloud to fit various banking infrastructures and scalability needs.

Strands PFM enables aggregation of multiple accounts, enriched transactional data for better categorization and forecasting, and personalized financial journeys to support customer acquisition, cross-selling, and financial wellness goals.

Key Features

+ Aggregation of multiple bank accounts for holistic financial overview
+ Enrichment of transactional data for categorization and forecasting
+ Personalized financial journeys and insights
+ Support for cross-selling and customer retention
+ Flexible deployment models: on-premise, SaaS, cloud
+ Real-time actionable financial insights
+ Intuitive user interface and dashboards
+ Open Banking integration for account linking

Integrations

Open Banking APIsCore Banking SystemsLoan and Mortgage Systems

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