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.