Personal Finance Management

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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.

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