When banking becomes a personal experience

The Personal Finance Manager is the indispensable financial assistant for your customers. AI-controlled, data-driven and therefore relevant, intuitive and personal.

Remo Schmidli - Zürcher Kantonalbank
Zürcher Kantonalbank
Remo Schmidli
Head of Logistics and Member of the Executive Board at Zürcher Kantonalbank
«Digitalization is becoming increasingly important in the financial sector. This also requires strong partnerships with Fintechs such as Contovista. The customers benefit from the cooperations. They want individual and easy-to-use solutions such as the personal financial assistant.»
Remo Schmidli
Head of Logistics and Member of the Executive Board at Zürcher Kantonalbank
Thomas Etter - Raiffeisen CH
Raiffeisen
Thomas Etter
Head of e-Banking at Raiffeisen
«Contovista's personal financial assistant expands our digital offering and positively influences the customer experience in e-banking and mobile banking. This gives our customers a 360° view of their finances - anytime, anywhere.»
Thomas Etter
Head of e-Banking at Raiffeisen
Andreas Lenke
Thurgauer Kantonalbank
Andreas Lenke
Manager Strategic Projects at Thurgauer Kantonalbank
«With the personal financial assistant, we offer our customers great added value right from the start of the new portal and can, among other things, fulfil their wish for a clear and attractive presentation of their private finances.»
Andreas Lenke
Manager Strategic Projects at Thurgauer Kantonalbank

Personalised and helpful

Provide your customers with a focused overview of the latest financial figures and actionable tips with personalised and automated insights. Effectively draw users’ attention to important financial information that might otherwise be overlooked and ultimately increase user engagement. Reinforce this trust with offers and recommendations that truly fit your customers rather than aimless marketing blasts.

PFM - Dashboard - Mobile
PFM - Transactions - Mobile

Your own finances at a glance

Data analytics and AI ensure an exact allocation of all transactions and assign them to corresponding expenditure categories. In this way, you offer your customers full control over their own finances. Clear, intuitive and comprehensible at all times thanks to semantic search.

Make yourself indispensable

Professionally analysed and refined data ensures relevant, personalised content that is always and everywhere available to your customers and positively influences the digital customer journey. Daily budgets and real-time information on your own finances makes the PFM a constant companion and increase traffic and dwell time in your digital channels.

PFM - Analytics - Mobile

Next-Gen Banking thanks to the latest technologies

Multibankingfähig

API-based architecture

…provides full flexibility to integrate the platform into an existing ecosystem. Functions and offers from third-party banks can also be easily integrated.

Datenanalyse & Datenveredelung

Data Analysis & Data Refinement

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.

Whitelabel-Software

White label software

…that can be seamlessly integrated into existing customer journeys and CD/CI.

Multibankingfähig

Multibanking capability

Third party bank data can be easily integrated via PSD2 or other interfaces.

« Contovista’s Personal Finance Manager 3.0 brings central improvements for banks and customers. »

« The new design represents a clear added value especially on mobile devices. Integrated into the current mobile banking apps of many banks, the PFM 3.0 has great potential to reduce the neo-banks’ lead over the mobile UX. »

« PFM 3.0 will provide the basis for new use cases (e.g. data for tax returns, benchmarking of expenditure). However, communication with customers must be more clearly geared by banks to the added value of the solutions. »

« Contovista’s Personal Finance Manager 3.0 brings central improvements for banks and customers. »

« The new design represents a clear added value especially on mobile devices. Integrated into the current mobile banking apps of many banks, the PFM 3.0 has great potential to reduce the neo-banks’ lead over the mobile UX. »

« PFM 3.0 will provide the basis for new use cases (e.g. data for tax returns, benchmarking of expenditure). However, communication with customers must be more clearly geared by banks to the added value of the solutions. »

More than 25 banks and over 6 million bank customers already place their trust in us.

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