MONEY MANAGEMENT

Change your relationship with money

Offer your customers tools to enhance their financial situation.

MONEY MANAGEMENT

Change your relationship with money

Offer your customers tools to enhance their financial situation.

MONEY MANAGEMENT

Optimise

Customers want to be in control of their financial situation. By offering personal financial management, you are allowing your customers to improve their self-sufficiency and self-reliance whilst they consume more financial services.

PROBLEM

Money Management Challenges

With the increase in the cost of living, more and more people are finding themselves closer to the poverty line and are demanding better tools to help them manage their finances.

The introduction of PSD2 means that many new offerings exist that are focused on helping customers manage their money better. These companies are gaining a clear competitive advantage in the market thanks to directly addressing the problem for their customers.

With the macro trend of increased living costs, and better services offered to help people with money management, it is essential for all banks to make these capabilities a commodity. And who is in a better position than a bank to offer this capability?

SOLUTION

Overcoming these challenges

With the increased awareness of the importance of financial planning and goal-setting, people are trying to plan their financial futures and achieve their financial goals. This includes financial institutions enabling their customer to create budgets, set savings targets, and develop a financial plan.

Personal finance software providers must ensure that they comply with the requirements of PSD2 and implement adequate safeguards for customer data. How can we simplify people’s everyday life by being more predictive and data-driven?

PRODUCT & FEATURES

TM-Pro Money Management

We offer easy-to-implement financial management tools, available as SDKs or APIs. An easy and intuitive user experience to help them manage their finances quickly and efficiently. Categorization, automated budgeting, and expense tracking help them stay on top of their spending and savings. Real-time updates and alerts to help them track their progress and make informed decisions.

Personalized financial planning and advice to help them set and achieve their financial goals. Integration with other financial accounts and services, such as other bank accounts, to provide a comprehensive view of their finances. Security and privacy features to protect their financial information and data. Your developers will receive everything they need to build next-gen Money Management experiences.

BENEFITS

Money Management by TM-Pro

Get to market fast

Easy-to-implement financial management tools, available as SDKs or APIs. It gives developers everything they need to build next-gen Money Management experiences.

Increase customer satisfaction and loyalty

Money management tools can help customers better manage their finances, save money, and make more informed financial decisions. This can increase customer satisfaction and loyalty.

Cost efficiency

Our cost model is fully aligned with your growth, scaling dynamically with what you need.

Better customer experience

Makes the overall customer experience more convenient and seamless, allowing customers to manage their finances from a single platform.

Boost your bank with TM-Pro