Summer Release 2023

At Contovista, everything revolves around making the financial lives of bank customers even easier while also helping banks to remain sustainable. In the last months, we have once again developed helpful features that offer you and your customers tangible added value.

We know that tax issues often pose challenges for bank customers, which is why we’ve developed Tax Advisor, an intelligent tax deduction tool that automatically identifies your customers’ deductible expenses. In addition, customers can enter information about their living situation via a questionnaire to receive even more precise suggestions for tax-deductible expenses. Whether it’s donations, job-related expenses for education and training, or medical expenses, our PFM keeps track of it all.

Your customers can decide for themselves which transactions should be marked as tax-deductible and thereby have all the relevant information for their tax return at their fingertips. This saves both time and effort on their part.

These features are primarily aimed at banks that adopt a mobile-first strategy or for whom an optimised mobile experience is a priority. As a bank, we now offer you even more flexibility when it comes to usage.

This summer we focused on the following mobile features:

• The Carbon Footprint Manager: analysis, comparison, and suggestions.
• Subscriptions at a glance
• Budget proposals for MAP4 (Finnova Mobile Application 4)