eWise Money Manager helps your customers understand and manage their money better and provides you with tools to enhance engagement and expand relationship.
The eWise Account Aggregation solution brings all customer accounts together in one place, enabling them to make more informed decisions about how to spend, save and manage their money more wisely.
– Brings all of your customers’ accounts together in one place; Securely and privately consolidates data from online sources.
– Aggregate from multiple sources; Customers can aggregate a variety of accounts from banks, credit card providers, investment firms, insurance, pensions, utility providers, reward & loyalty programs.
– Transaction time line; Your customers can view transactions from all accounts in their private timeline.
eWise Personal Financial Management gives customers a powerful insight into their money to help them achieve their goals:
– Categorisation; Our highly optimised algorithms automatically categorise transaction activity.
– Spend analysis; Powerful tools visualise trends and allow customers to explore their spending, helping them to find opportunities to better manage their money and reach their goals
– Cash flow prediction; Intelligent spending and income prediction using past behaviour provides customers with actionable insight into their future cash flow.
– Budgeting; Customers can set a variety of budgets based on historical amounts and can compare actual spend and income against their budgets to help ensure they remain on track.
– Goal setting; Beyond budgeting, customers can establish saving goals, no matter how big or small they might be. Visual prompts and alerts keep the customer up-to-date on their progress and motivated to achieve their goals.
– Alerts and notifications; Alerts and notifications will avise customers on basic aspects of their financial commitments. For example, when they have upcoming bills to pay or when specific transaction criteria are met.