Product Capabilities Track, manage and optimize your personal finances, including budgeting, bill payments, investments, and savings
CAPABILITIES
- Analytics based on the Transactions
- Categorization of Income and Expenses
- Forecasting based on the historical trends
AGGREGATION
- Consolidation- Multiple bank accounts, Credit Cards, Loans, Fixed Deposits, Investments, Mutual Funds
- Entities-Balance tracker, account statement, bill payment tracker, investments & budgeting
GEO COVERAGE
- At least 80% coverage of major Banks per region (APAC, NAM)
- At least 80% coverage of account types
- At least 80% coverage of entities
BENEFITS
- Analytics based on the Transactions
- Categorization of Income and Expenses
- Forecasting based on the historical trends
- Personalized recommendations based on the Income and Spending patterns
- Budgeting
- Bill Payment Trackers
