Personal Finance Manager

Modefin’s personal finance management solution helps banks to provide their clients, a comprehensive view of finances. Our solution helps you to engage with your customers on a higher level by helping them to easily, securely and efficiently manage their finances.

With a user-friendly interface, the solution allows your clients to see all their financial accounts in one place. Using smart personal tools from Modefin, your clients can manage their expenses, view investments, allocate budget for their personal goals and improve their overall financial wellbeing.

In addition to allowing your customers to keep track of their income & expenditure, the digital personal finance management solution also empowers your customers to plan to achieve their life’s milestones and make more informed decisions.

Features

Manage money transactions with the help of a graphical dashboard

Set and track personal goals

Receive smart notifications on completion of goals

Users can track their cash flow, income and spending with the help of visual analytics

Set up personal budgets and keep a track of them

Benefits

Banks can leverage the rich insights to cross-sell and upsell their financial products

Come up with customized offers/services that meet the changing needs of the customers

Build loyal and stronger relationships with customers by offering them personalized recommendations

Banks can attract new customers by offering a range of attractive features to manage personal finances

Accelerating the digital transformation of banks with intelligent & innovative digital banking solutions

Modefin offers a suite of ready-to-market digital financial products tailored to meet the needs of the banks and financial service providers and helping them to accelerate digital adoption.

REQUEST DEMO

Modefin Clients

The meaning and depth of any business are valued considering the customers it has garnered. We at Modefin are grateful to our customers and clients whose patronage has helped us build on our efforts to succeed and give our best. These are the very persons, institutions and industries who vouch for our efforts and acclaim the reliability of our solutions. Our customer experience goals gain value when we receive affirmation of our efforts.