Intelligent Analysis of Customer Financial Profile - A 360-Degree View

Businesses worldwide leverage PFM to generate consolidated end-user financial reports and deliver personalised advice & product recommendations

How PFM Works?

Financial Data Ingestion

This encompasses comprehensive asset class coverage, where the data fetch is conducted using statement uploads and recurring automated data refresh with AA

Financial Data Enrichment

PFM conducts data enrichment via attributes likes computation, dedupe, clean-up, bank transaction categorization, and merchant identification

Financial Data Analysis

Deep analysis of expenses, savings, and investments, helping customers manage finances, and institutions in cross-sell & up-sell

Benefits with PFM

Seasoned Industry Expertise

15+ Years of deep expertise

Seamless Categorisation

Best-in-Class Transaction Categorisation

Comprehensive Support

All Major Asset Classes Supported

Effortless Deployment

White labelled UI for quick roll-out

Smart Recommendations

In-built Recommendation Engine

Cutting-Edge Features that Win Big

Data Aggregation

Through Account Aggregator system or through financial statement uploads.

Unified View

360 degree view of customers’ portfolio with accurate classification of assets and liabilities.

Spend Analysis

Graphical visualisation of top spend categories and cash flow analysis.

Portfolio Analysis

Breakdown of investments, comparison with benchmarks and more.

Financial Event Calendar

Identify important financial events & send in-app / SMS / email notifications to users.

Goals Management

Integrated with advanced APIs for transaction management and goal tracking.

Budgeting

Create budget and monitor actual expenditures by category against the budget.

Extensive Reporting

Covering capital gains, net assets, portfolio movements and many more.

Product Recommendations

Targeted cross-sell and up-sell opportunities via monitoring your client’s financial behaviour patterns.