
Intelligent PFM solution that can run stand-alone or integrate with existing API-ready platforms
Eurisko Personal Finance Manager (PFM) is a turnkey integration-ready solution that runs on multiple platforms (native iOS/Android, responsive web, wearables, smart TV). The solution provides a wide array of customer-centric PFM features, analytical insights & recommendations, Eurisko’s PFM can be fully controlled using an intuitive administrative panel
PFM Advantages
This is what makes our Personal Finance Manager stand out of competition
PFM Components
Building blocks of Eurisko Personal Finance Manager (PFM)
Smart Enrollment
Interactive survey to define customer profile based on monthly income, age, marital status, lifestyle and interests
Transaction Categorization & Management
Transactions are automatically categorized using a smart engine and user can personalize transactions & categories
Adaptive Categorization
Smart Machine Learning engine that enhances auto-categorization process by interacting with multiple systems
Interactive Visualization
Multi-chart for interactive visualization with dynamic filtering and instant drill-down capabilities
Peer Comparison
Data Mining engine that seamlessly segments customers based on profile attributes
Budgeting
Ability to set global budget based on income, categorized spending limit and instant smart notifications
Smart Planning
Ability to create, manage and track in real-time saving goals with target budgets dates
Alerts & Notifications
Real-time push notifications on critical events & in-app notifications & suggestions on every app visit
Events
Ability to create events (holidays, trips etc…) and view real-time summary & statistics
Chat-bot Ready
An optional chat-bot interface can be provided for assisting customers in enrollment and providing real-time insights
Localization
Ability to dynamically change translation for every language using an intuitive Content Management System
Exporting & Sharing
Ability to export reports & charts in multiple supported formats (spreadsheets, images, PDF)
Ready to schedule a demo?
We will contact you as soon as possible and showcase the different features of our solution