Make the Most of Banking Ecosystem Changes to Reinvent PFM for your Customer

From notebook entries and excel sheets to digital tools, Personal Finance Management (PFM) has transitioned over time. While older generation PFM tools faced low adoption due to multiple challenges including a disconnected user experience and an incomplete view of finances, technological and legal changes in the BFSI landscape now enable more sophisticated PFM tools—exactly what your bank needs to transform static product offerings into engaging digital products that glean all-important customer insights.

Clayfin understand the needs of the new age customer, who is on the lookout for intelligent personal finance management tools that help them plan, save, invest and spend prudently. Our Financial Lifestyle Management Platform—more than a regular PFM tool—enables customers to take effective control over their finances. Powered by AI and Machine Learning capabilities, the Financial Lifestyle Management Platform amplifies customer engagement, increases share of wallet for financial institutions and helps use data to customize product offerings and up-sell and cross-sell to customers.