eWise

  • eWise
  • 24 Apr 14:30
The leading international provider of Personal Financial Management and Account Aggregation solutions. eWise has delivered award winning solutions to many of the world’s most innovative financial services brands including retail banks, IFA’s and Fintech.

The eWise Money Manager solution helps your customers understand and manage their money better and provides you with tools to enhance engagement and expand relationships.

>>> Account Aggregation Bring all of your customers accounts together in one place.

>>> Categorisation Our highly optimised algorithms automatically categorise transaction activity, incorporating customers past preferences and behaviour to increase accuracy and user adoption.

>>> Spend Analysis Powerful tools visualise trends and allow customers to explore their spending, helping them to find opportunities to better manage their money and reach their goals.

>>> Cash flow Forecasting Intelligent spending and income prediction using past behaviour provides customers with actionable insight into their future cash flow.

>>> Budgeting Customers can set budgets based on historical amounts and can compare actual spend and income against their budgets to help ensure they remain on track.

>>> Goal setting Beyond budgeting, customers can establish saving goals, no matter how big or small they might be. Visual prompts and alerts keep the customer up-to-date on their progress and motivated to achieve their goals.

>>> Alerts and notifications Comprehensive Alerts and Notifications capability advise customers on all aspects of their financial health.

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