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.

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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

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

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

Your own finances at a glance

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.

Appropriate and helpful

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.

Make yourself indispensable

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.

Next-Gen Banking thanks to the latest technologies

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.

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.

White label software

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

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. »