IND Personal Finance Manager

Complete and customizable

  • Be the main Bank of your customers!
  • Gives your customers an overview on their finances
  • Up to date financial info with no additional effort
  • Integrated into the e-banking system
  • Gives the Bank much better insight into their customer's needs
  • The Bank can define the categorisation rules

Why are we different?

  • Can be integrated to any existing e-banking system
  • User friendly GUI, based on state-of-the-art technology
  • Easy-to-understand visualizations
  • Up to 95% automatic categorization
  • No additional load on core banking or existing e-banking
  • Mobile Channel integration

Key areas

  • Retail banking differentiator
  • Wealth management
  • New customer acquisition
  • Banking product development

Functionality

  • Understand current financial position
  • Analyse expenses and incomes
  • Setting up budgets and alerts on each spending category
  • Account aggregation

Features

  • My Finances – Free to spend money
  • Where does my money go? - Spending Analysis
  • Am I in Budget? - Budgeting
  • What I want? – Savings Goals
  • What do I have? – NetWorth
  • Automatic transaction categorization
  • Transaction re-categorization and split
  • Cash transaction management
  • Account aggregation allows clients to import accounts from other banks, providing them a 360°overview on their balances, expenses and incomes
  • Aggregation feature helps clients coordinate and manage their finances in one internet bank

Download IND Personal Finance Manager brochure

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