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Personal Finance Management

Created By: Bankify
Created On: 05 Mar 2020
Type: Mobile
Developed in: 60 days
Category: Banking

Bankify’s PFM solution is tailored to digital natives. According to our extensive user research, the digital native millennial and post-millennial segments require personalized and engaging user experiences, which we are experts at providing.

This solution brings about the following benefits when implemented:

• Better transparency with personal accounts.

• Increased user engagement and acquisition.

• Insights on user’s spending and saving behaviors.

• Banking product upselling possibilities (loans, cards, investments, savings etc.)

  • Savings - Users can set personalized saving goals and follow their progress.
  • Categorization of transactions - Transactions are divided into different categories.
  • Budgeting - Users can budget their own expenses and follow their flow of money.
  • Social Feed - Users can build a community where they can find motivation to save or invest by learning from others as well as get targeted partner content.
  • Guidance & suggestions - Users get tips for saving and investing from their peers and other 3rd party content.
  • Intuitive and easy to use - An all-in-one solution that provides the user the best experience. They can request money from their friends and create groups to start saving together.
  • Automation - Paying receipts and invoices is automated in addition to the saving process.
  • Account Click to enlarge
    Bike Click to enlarge
    Budget Click to enlarge
    Category Click to enlarge
  • Dashboard Click to enlarge
    Insights Click to enlarge
    Rule Click to enlarge
    Social%20feed Click to enlarge
    Social feed
  • Transaction Click to enlarge