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Contovista AG
Wiesenstrasse 5
CH – 8952 Schlieren
Zürich
The Personal Finance Manager is the indispensable financial assistant for your customers. AI-controlled, data-driven and therefore relevant, intuitive and personal.
Professionally analyzed and refined data provide relevant, personalized content that can be accessed by your customers anytime, anywhere and positively influence the digital Customer Journey.
Offer your customers a focused overview of current financial figures and implementable tips with personalized and automated insights. Effectively draw users’ attention to important financial information that might otherwise be overlooked and ultimately increase users’ commitment to your customer portal or e-banking.
When banking is fun, you automatically increase traffic and retention time. 70% of bank users activate the PFM and 50% go to the customer portal at least once a day. Strengthen this trust with offers and recommendations that really suit your customers instead of placing aimless marketing blasts.
…provides full flexibility to integrate the platform into an existing ecosystem. Functions and offers from third-party banks can also be easily integrated.
The Enrichment Engine provides a 98 percent categorisation rate using AI-based insights, machine learning and intelligent algorithms. Over 10 million dealers in 160 countries are already correctly identified.
…that can be seamlessly integrated into existing customer journeys and CD/CI.
Third party bank data can be easily integrated via PSD2 or other interfaces.