Remove friction for improved financial fitness

By integrating PFM tools into our digital banking platform, you’re giving customers the gift of convenience and familiarity, which ultimately leads to deeper loyalty and more deposits. Studies also show that PFM users are more profitable clients than non-PFM users. 

Not only increase retention rates but attract new account holders like the growing millennial and GenZ segments now rising in their professional careers and who consider PFM a must-have.

Gaining insights into account holder financial behaviors—from inside and outside your FI—can help determine product direction and improve customer experiences.

Over 75% of people surveyed prefer to use PFM tools from their primary financial services provider. 

^{Financial Services Industry Overview in 2023: Trends, Statistics & Analysis, Insider Intelligence, January 2023}