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Make financial wellness easy
Choosing innovative, easy-to-integrate digital personal financial management tools can better guide account holders in their money decisions while connecting them to useful digital services and solutions available at your bank or credit union.
See the full picture
Automated tools for aggregation and tracking of financial accounts
Set meaningful goals
A digital framework to establish and meet savings goals for any need or want
Support every need
Partner with fintechs to support a wide range of financial wellness needs
The right financial wellness tools
Quick, easy-to-use financial wellness tools within digital banking will help consumers save, meet goals, and improve their money management. With the right tools that are simple to integrate, your bank or credit union will be in a great position to:
- Offer more personalized banking experiences
- Lay the groundwork for a customer's financial journey
- Build loyalty and increase revenue
Money management and more
Personal Financial Management can be part of your account holder’s digital banking experience. It’s automated with simple aggregation, categorization, and visualization tools, allowing them to track spending, understand their cash flow and net worth, and budget more effectively.
To achieve saving goals online
Account holders will appreciate the chance to set up specific savings goals within our digital banking platform and have easy visibility into their progress and activity. Besides making the savings process automatic, just about any goal can be sought.
Financial wellness tools from leading fintechs
Easy-to-integrate fintech solutions are available in our marketplace to help your account holders with expense management, accounting, taxes, insurance, and more. Provide offerings to attract any consumer demographic—Baby Boomers, Gen Xers, millennials, and others.
