PFM
Intelligent Analysis of Customer Financial Profile - A 360-Degree View
Businesses worldwide leverage PFM to generate consolidated end-user financial reports and deliver personalised advice & product recommendations
How PFM Works?
Financial Data Ingestion
This encompasses comprehensive asset class coverage, where the data fetch is conducted using statement uploads and recurring automated data refresh with AA
Financial Data Enrichment
PFM conducts data enrichment via attributes likes computation, dedupe, clean-up, bank transaction categorization, and merchant identification
Financial Data Analysis
Deep analysis of expenses, savings, and investments, helping customers manage finances, and institutions in cross-sell & up-sell
Benefits with PFM
Seasoned Industry Expertise
15+ Years of deep expertise
Seamless Categorisation
Best-in-Class Transaction Categorisation
Comprehensive Support
All Major Asset Classes Supported
Effortless Deployment
White labelled UI for quick roll-out
Smart Recommendations
In-built Recommendation Engine
Cutting-Edge Features that Win Big
Data Aggregation
Through Account Aggregator system or through financial statement uploads.
Unified View
360 degree view of customers’ portfolio with accurate classification of assets and liabilities.
Spend Analysis
Graphical visualisation of top spend categories and cash flow analysis.
Portfolio Analysis
Breakdown of investments, comparison with benchmarks and more.
Financial Event Calendar
Identify important financial events & send in-app / SMS / email notifications to users.
Goals Management
Integrated with advanced APIs for transaction management and goal tracking.
Budgeting
Create budget and monitor actual expenditures by category against the budget.
Extensive Reporting
Covering capital gains, net assets, portfolio movements and many more.
Product Recommendations
Targeted cross-sell and up-sell opportunities via monitoring your client’s financial behaviour patterns.
The Possibilities of PFM
Banking and Financial Services Fintech OneWealth Personal Finance Management PFM Products
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Perfios
- 18 January 2024
Elevate Customer Success With Personalised Advice, and Simplified Finance Management!
The easiest integration decision you'll ever make.
Elevate Customer Success With Personalised Advice, and Simplified Finance Management!
