Personal Finance Management

Product Details

Clayfin’s Personal Finance Management (PFM) solution uses rules, algorithms and auto learning to help your customers set up budgets, save for specific goals, track and review spends, and get a complete understanding of funds. The PFM solution takes a cue from Clayfin’s modular approach to omnichannel banking, by ensuring minimum human intervention while also giving you, as well as the customer, complete control of features and categorization.