All Data Personal Financial Manager
Your one source financial hub! Your personal financial management and account aggregation too!
Bring all your accounts, spending and insights together – giving you a complete financial picture.
Features
Provide a consolidated view of balances, net worth, cash flow, top expenses, goals and alerts to position your institution as the customer’s financial hub.
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Transaction & cash flow analysis
Deliver searchable transaction history and trend visuals that improve understanding and build trust in the digital experience.
Budgeting & spending insights
Enable one-step budget creation with automated categorization and visual spend analysis to drive ongoing engagement and increase digital stickiness.
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Subscription management
Identify recurring subscriptions with vendor, amount, frequency and next payment date to help customers control discretionary spending.
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Alerts & proactive notifications
Trigger balance, spend and transfer alerts to drive timely engagement, increase digital stickiness and support deposit and product usage.
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Goals & investment tracking
Support long-term financial planning with savings goals and consolidated views of investments and assets.
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Account aggregation & insights
Aggregate internal and external accounts to deliver a complete financial picture, provide insight into customers’ full financial lives and enable personalized insights and targeted offers.
Enroll today through Online Banking. Enroll Now
