Communicating pro-actively with clients to help them improve their financial healt.

Providing insightful financial advice builds on comprehensive transaction classification and client event detection.

Our automated classification engine supports various PFM and financial health related use cases including simple, however, most of the time inadequate spending reports.

In more advanced applications we derive insights and look for saving potential in clients’ discretionary and regular spending, help clients understand their overall household, car or children related expenses, or help them improve their monthly salary-to-salary cash flow.