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Planto PFM & Personalised Banking Platform

Planto

Consumer Banking
Financial Wellness
Creating customer intent with PFM propositions while engaging customers with personalised insights and recommendations
Consumer Banking
Financial Wellness
Creating customer intent with PFM propositions while engaging customers with personalised insights and recommendations

Description

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

2. Proprietary data enrichment capabilities, 

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 

 

General information

2247 views
Required products
Fusion Essence
Fusion Equation
Website
Business countries
Hong Kong
Taiwan, Province of China
Data processing countries
Hong Kong
Taiwan

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