Overview

Help your consumer account holders master their money while unlocking their financial freedom. Q2 can help your financial institution (FI) improve their financial wellness with useful tools while driving deeper loyalty and engagement.

Features

Personal Financial Management

Give account holders a clearer financial picture Q2 Contextual Personal Financial Management (CPFM) can be part of your account holders’ digital banking experiences, allowing them to track spending, understand their cash flow, and budget more effectively through data visualizations. For your FI, access to this competitive intelligence can be a game changer in understanding account holder’s financial needs to better engage and serve them.

Any-Need Savings

Account holders can easily set savings goals online With Q2 Goals, account holders can easily set up a savings goal with visibility into their activity and progress anywhere, anytime. Your account holders can easily set savings goals for dedicated purposes such as education, home improvement, travel, health needs, and special purchase planning.

Key Benefits

• Innovation to enrich financial health
• Q2 CPFM and Goals, along with fintech options, offer a complete financial wellness experience via digital.
• Customers can control their financial health
• Q2's tools and solutions meet the self-service preferences of many consumers. Online and mobile.
• Stickiness ensured
• Knowing their FI is invested in their financial well being is a win-win as consumers will be reluctant to leave.

Suite components: Q2 Contextual Personal Financial Management Q2 Goals