Planto PFM & Personalised Banking Platform
Planto's PFM & Personalised Banking Platform enables Financial Institutions to launch PFM based banking propositions and personalise interactions with their digital banking customers powered by transaction data enrichment & contextual data.
Built from ground up as part of Planto's B2C proposition that serves 500,000+ users, this platform comes with:
1. White labelled PFM based banking propositions
3. 100+ market validated library of personalized insights that cover money management insights, content for financial literacy, financial advice or cross-selling opportunities
4. Back office tools to empower your digital & customer engagement teams to boost their digital sales metrics