{"id":13426,"date":"2025-02-14T15:21:16","date_gmt":"2025-02-14T14:21:16","guid":{"rendered":"https:\/\/www.contovista.com\/news_latest-news\/winter-release-2025\/"},"modified":"2025-02-17T12:50:31","modified_gmt":"2025-02-17T11:50:31","slug":"winter-release-2025","status":"publish","type":"post","link":"https:\/\/www.contovista.com\/en\/news\/latest-news\/winterrelease-2025\/","title":{"rendered":"Winter Release 2025"},"content":{"rendered":"<section height=\"710\" class=\"hero hero--diagonal hero--blue logo-color logo-color-white no-lazy\">\n  <div class=\"container container--standard\">\n    <div class=\"hero__wrapper flex row jscb\">\n\n            <div class=\"hero__info  hero__info--small hero__info--for-standard-image\">\n\n        <!-- Article data  -->\n        \n                    <a \n            href=\"https:\/\/www.contovista.com\/en\/news\/latest-news\/\" \n            class=\"hero__go-back-link\">\n            back to the overview          <\/a>\n          <div class=\"article__data article__data--postpage flex row aic\">\n            <span>14.02.2025<\/span>\n\n                        <span>4 min read<\/span> \n          <\/div>\n                <!-- Article data  -->\n\n        <!-- Titles  -->\n                              <h1 class=\"white\">Winter Release 2025<\/h1>\n                   \n\n                <!-- Titles  -->\n\n        <!-- Description  -->\n                  <p class=\"white hero__info-description-desktop\">Smart Finance Management Taken to a New Level  <\/p>\n                          <p class=\"white hero__info-description-mobile\">Smart Finance Management Taken to a New Level  <\/p>\n                <!-- Description  -->\n\n        <!-- Button  -->\n         \n        <!-- Button  -->\n\n        <!-- Clients slider  -->\n                <!-- Clients slider  -->\n\n\n      <\/div>\n\n      <!-- Image \/ Lottie  -->\n              <div class=\"hero__image hero__image--standard\"> \n          <img decoding=\"async\" \n            class=\"no-lazy\"\n            src=\"https:\/\/www.contovista.com\/wp-content\/uploads\/2025\/02\/20250129-Contovista-Newsletter-February_1.jpg\" \n            alt=\"Contovista Winterrelease 2025\"\n            caption=\"\"\n            description=\"\"\n            fetchpriority=\"high\">\n        <\/div> \n            <!-- Image \/ Lottie  -->\n\n    <\/div>\n  <\/div>\n<\/section> \n\n\n \n\n\r\n\r\n<div class=\"breadcrumbs\">\r\n  <div class=\"container\">\r\n    <div class=\"breadcrumbs__wrapper flex row aic\">\r\n      <nav aria-label=\"breadcrumbs\" class=\"rank-math-breadcrumb\"><p><span class=\"last\">Home<\/span><\/p><\/nav>    <\/div> \r\n  <\/div>\r\n<\/div>\r\n\r\n\n\n\r\n<section class=\"title-copy section logo-color logo-color-dark\"  >\r\n  <div class=\"container\">\r\n    <div class=\"title-copy__wrapper\">\r\n          <h2>Our AI Finance Managers Enhance Digital Customer Engagement<\/h2>\r\n          <div class=\"textbox\">\r\n        <p>Our financial cockpit for retail customers is resonating well with our target audience: Over the past year, <strong>usage<\/strong> of the <a href=\"https:\/\/www.contovista.com\/en\/products\/personal-finance-manager\/\">AI Personal Finance Manager<\/a> (PFM) <strong>in digital banking has increased by 31%. <\/strong><\/p>\n<p>This positive development is the result of continuous improvements \u2013 from an optimised user experience and <strong>deeper integration<\/strong> into digital banking environments to <strong>new, practical features<\/strong>. A key factor in this success is the categorisation of account transactions. Accurate classification of income and expenses lays the foundation for many other features, enabling an <strong>intuitive, personalised banking experience<\/strong> with a clear financial overview and relevant insights.<\/p>\n<p>The same applies to the business counterpart of the PFM, the <a href=\"https:\/\/www.contovista.com\/en\/products\/business-finance-manager\/\">Business Finance Manager<\/a> (BFM), where transaction categories also play a pivotal role.<\/p>      <\/div>\r\n    <\/div>\r\n  <\/div>\r\n<\/section>\n\n\r\n<section class=\"title-copy section logo-color logo-color-dark\"  >\r\n  <div class=\"container\">\r\n    <div class=\"title-copy__wrapper\">\r\n          <h2>New custom categories in the AI Finance Managers <\/h2>\r\n          <div class=\"textbox\">\r\n        <p>With the new release, we have fulfilled a wish that has been expressed several times: The new AI Finance Managers (PFM and BFM) now <strong>allow users to create custom categories<\/strong>. Your customers can now <strong>use individual criteria that correspond to their own circumstances, habits, and preferences<\/strong>. For example, in the PFM, they can set up categories such as hobbies, pets, children, insurance, food delivery, or going-out expenses. In the BFM, they can create categories for office supplies, software and licenses, phone and internet, rent, and utilities.<\/p>\n<p>This enables a more tailored and practical management of personal finances, <strong>further personalises the banking experience, and strengthens the relationship with the primary bank<\/strong>.<\/p>\n<p><strong>The most important advantages of custom categories include:<\/strong><\/p>\n<ul>\n<li><strong>More convenience and time savings:<\/strong> AI-supported suggestions help you create new custom categories. At the same time, your customers retain full control over their new category.<\/li>\n<li><strong>Seamless integration<\/strong>: The custom categories are integrated into the existing functions so that everything works as seamlessly as usual.<\/li>\n<li><strong>Better overview<\/strong>: Categories are displayed directly on the transaction page, allowing your customers to review and adjust their expenses more quickly. Another benefit is that they can immediately see if their custom category matches the transaction and easily modify it if needed.<\/li>\n<\/ul>      <\/div>\r\n    <\/div>\r\n  <\/div>\r\n<\/section>\n\n\r\n<section class=\"title-copy section logo-color logo-color-dark\"  >\r\n  <div class=\"container\">\r\n    <div class=\"title-copy__wrapper\">\r\n          <h2>Greater Transparency and New Insights <\/h2>\r\n          <div class=\"textbox\">\r\n        <p>The custom categories make the AI Finance Managers even more customer-centric, while the direct category view in the transaction list makes it even more intuitive. Your customers can now instantly see where their money is going at a glance \u2013 without having to open the detailed view. <strong>This both saves time and simplifies financial management.<\/strong><\/p>\n<p>What\u2019s more, customers now benefit from <strong>new personalised financial insights<\/strong> that help them better understand their spending and make more informed financial decisions. This includes alerts on potentially declined transactions and the new monthly summary. The result for your customers: <strong>greater transparency, more control, and an even smarter banking experience!<\/strong><\/p>      <\/div>\r\n    <\/div>\r\n  <\/div>\r\n<\/section>\n\n \r\n<section class=\"section articles logo-color logo-color-dark\"  > \r\n  <div class=\"container\">\r\n      <h2>  \r\n      You may also be interested in this:    <\/h2>\r\n  \r\n        \r\n   \r\n\r\n\r\n    <div \r\n      class=\"articles__wrapper articles__wrapper--load-more flex row fww\" \r\n      data-taxonomy=\"64\">\r\n\r\n      \r\n              \r\n  \r\n                    \r\n          \r\n          <div \r\n            class=\"article article--wide column aic\" \r\n            data-post-id=\"15404\"> \r\n            <div  \r\n              class=\"article__image\" \r\n              style=\"background-image:url(https:\/\/www.contovista.com\/wp-content\/uploads\/2026\/02\/20260204-Contovista-Blog-Winterrelease2026_EN-1-824x436.png)\">\r\n            <\/div>\r\n            <a href=\"https:\/\/www.contovista.com\/en\/aktuelles\/news\/winter-release-2026\/\" class=\"article__info\">\r\n              <h3 class=\"fw700\">Winter Release 2026<\/h3>\r\n              <div class=\"article__data flex row aic\">\r\n                <span>09.02.2026<\/span>\r\n                                <span>4 min read<\/span>\r\n              <\/div>\r\n \r\n              <p>The Winter Release 2026 improves the subscription overview in digital banking and the transaction detail view, making recurring payments visible earlier and transactions clearer. This increases transparency for customers and provides a better basis for well-informed decisions and next steps in everyday digital banking.<\/p>\r\n              <div class=\"btn btn--arrowed\">Read article <\/div>\r\n            <\/a>\r\n          <\/div>\r\n\r\n                  \r\n  \r\n                    \r\n          \r\n          <div \r\n            class=\"article article--normal column aic\" \r\n            data-post-id=\"15358\"> \r\n            <div  \r\n              class=\"article__image\" \r\n              style=\"background-image:url(https:\/\/www.contovista.com\/wp-content\/uploads\/2026\/01\/20260113-Contovista-Blog-Client-Analytics-AI-824x436.jpg)\">\r\n            <\/div>\r\n            <a href=\"https:\/\/www.contovista.com\/en\/news\/latest-news\/ai-in-banking-boundless-potential\/\" class=\"article__info\">\r\n              <h3 class=\"fw700\">AI in Banking: Boundless Potential?<\/h3>\r\n              <div class=\"article__data flex row aic\">\r\n                <span>24.12.2025<\/span>\r\n                                <span>8 min read<\/span>\r\n              <\/div>\r\n \r\n              <p>AI is the mega-trend of our time. The potential of this new paradigm appears almost limitless \u2013 including in the financial sector. Massive efficiency gains, hyper-personalised services and deeply disruptive innovations are made possible by Generative AI (GenAI). At the same time, however, critical voices are growing louder.<\/p>\r\n              <div class=\"btn btn--arrowed\">Read article <\/div>\r\n            <\/a>\r\n          <\/div>\r\n\r\n                  \r\n  \r\n                    \r\n          \r\n          <div \r\n            class=\"article article--normal column aic\" \r\n            data-post-id=\"15096\"> \r\n            <div  \r\n              class=\"article__image\" \r\n              style=\"background-image:url(https:\/\/www.contovista.com\/wp-content\/uploads\/2025\/12\/20251204_Header_Interview-Nathalie-e1764862214163-824x436.jpg)\">\r\n            <\/div>\r\n            <a href=\"https:\/\/www.contovista.com\/en\/news\/latest-news\/success-factors-for-pfm\/\" class=\"article__info\">\r\n              <h3 class=\"fw700\">Success Factors for PFM<\/h3>\r\n              <div class=\"article__data flex row aic\">\r\n                <span>05.12.2025<\/span>\r\n                                <span>10 min read<\/span>\r\n              <\/div>\r\n \r\n              <p>Nathalie explains why high user adoption is crucial for PFM success and which best practices help achieve this goal. A successful PFM implementation requires delivering effective solutions for relevant customer needs and ensuring deep integration into everyday banking. Equally important, however, is clear and targeted communication.<\/p>\r\n              <div class=\"btn btn--arrowed\">Read article <\/div>\r\n            <\/a>\r\n          <\/div>\r\n\r\n                  \r\n  \r\n                    \r\n          \r\n          <div \r\n            class=\"article article--normal column aic\" \r\n            data-post-id=\"15022\"> \r\n            <div  \r\n              class=\"article__image\" \r\n              style=\"background-image:url(https:\/\/www.contovista.com\/wp-content\/uploads\/2025\/11\/20251118-Contovista-Linkedln-LUKB_3-824x436.jpg)\">\r\n            <\/div>\r\n            <a href=\"https:\/\/www.contovista.com\/en\/news\/latest-news\/lukb-multibanking-first-mover\/\" class=\"article__info\">\r\n              <h3 class=\"fw700\">LUKB Multibanking First Mover<\/h3>\r\n              <div class=\"article__data flex row aic\">\r\n                <span>24.11.2025<\/span>\r\n                                <span>6 min read<\/span>\r\n              <\/div>\r\n \r\n              <p>Since September, Luzerner Kantonalbank (LUKB) has been one of the first banks in Switzerland to offer private individuals fully integrated multibanking in e-banking and mobile banking free of charge. LUKB is thus laying the foundation for open banking in the retail sector and sending a clear signal to the market: multibanking is not the future, but the present.\r\n<\/p>\r\n              <div class=\"btn btn--arrowed\">Read article <\/div>\r\n            <\/a>\r\n          <\/div>\r\n\r\n                  \r\n  \r\n                    \r\n          \r\n          <div \r\n            class=\"article article--normal column aic\" \r\n            data-post-id=\"13473\"> \r\n            <div  \r\n              class=\"article__image\" \r\n              style=\"background-image:url(https:\/\/www.contovista.com\/wp-content\/uploads\/2025\/10\/20251024-Contovista-Linkedln-MB_2-824x436.jpg)\">\r\n            <\/div>\r\n            <a href=\"https:\/\/www.contovista.com\/en\/news\/latest-news\/multibanking-for-retail-to-launch-shortly\/\" class=\"article__info\">\r\n              <h3 class=\"fw700\">Multibanking for retail to launch shortly<\/h3>\r\n              <div class=\"article__data flex row aic\">\r\n                <span>30.10.2025<\/span>\r\n                                <span>5 min read<\/span>\r\n              <\/div>\r\n \r\n              <p>Multibanking for private individuals in Switzerland will be launched shortly &#8211; with Contovista, banks are perfectly prepared. As the Swiss pioneer in multibanking, we are implementing multibanking solutions that enable efficient financial management across different bank accounts. This includes not only account balances and transactions, but also further insights into your own finances or other value-added services, such as intelligent tax deductions, a carbon footprint manager or a subscription overview.<\/p>\r\n              <div class=\"btn btn--arrowed\">Read article <\/div>\r\n            <\/a>\r\n          <\/div>\r\n\r\n                                 \r\n\r\n    <\/div>\r\n\r\n    \r\n            \r\n                  <a \r\n            href=\"\/\" \r\n            class=\"btn btn--bordered btn--bordered--plus load-more-articles\">\r\n            Show more articles          <\/a>\r\n              \r\n      \r\n   \r\n    \r\n  <\/div>\r\n<\/section>","protected":false},"excerpt":{"rendered":"<p>In 2024, the use of the AI Personal Finance Manager in digital banking increased by 31%. In addition: Custom categories now offer the option of creating one&#8217;s own categories to personalise the banking experience even more. This makes the AI Finance Managers so much more customer-centric &#8211; and even more intuitive thanks to the direct category view in the transaction list. Now customers can see at a glance where their money is going even more easily. This saves time and helps them manage their finances more efficiently.  <\/p>\n<p>Translated with DeepL.com (free version)<\/p>","protected":false},"author":4,"featured_media":13417,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-13426","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news_latest-news"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.contovista.com\/en\/wp-json\/wp\/v2\/posts\/13426","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.contovista.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.contovista.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.contovista.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.contovista.com\/en\/wp-json\/wp\/v2\/comments?post=13426"}],"version-history":[{"count":5,"href":"https:\/\/www.contovista.com\/en\/wp-json\/wp\/v2\/posts\/13426\/revisions"}],"predecessor-version":[{"id":13432,"href":"https:\/\/www.contovista.com\/en\/wp-json\/wp\/v2\/posts\/13426\/revisions\/13432"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.contovista.com\/en\/wp-json\/wp\/v2\/media\/13417"}],"wp:attachment":[{"href":"https:\/\/www.contovista.com\/en\/wp-json\/wp\/v2\/media?parent=13426"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.contovista.com\/en\/wp-json\/wp\/v2\/categories?post=13426"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.contovista.com\/en\/wp-json\/wp\/v2\/tags?post=13426"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}