Expenses are automatically categorized with 99% accuracy. Transactions become actionable through search, filter, edit, export and split functions.
An interactive heat map shows daily, monthly and yearly spending patterns.
Ensure all your customers' accounts are in one place
Expense categories and income sources are visualized over a defined date range through a frictionless, intuitive UI.
Users can anonymously compare spending patterns with any chosen segment of fellow bank customers.
Discover why PFM is the essence of digital banking
Download White Paper
Users can create custom thresholds, which enables banks to gain granular insights on their financial goals and relative performance.
Enables users to visualize and reach their life goals more easily. Can be associated with held or aggregated accounts.
Bring the heart of digital banking to your customers
Learn more about Strands PFM
Download Product Sheet