White Label PFM

Create your own platform to enable customers to manage their finances in one place

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White Label

What is White Label PFM?

White Label PFM revolutionizes the way end-customers manage their finances and offers a 360-degree view of their financial life. The solution provides advanced personal finance management tools to improve user experience and drive customer engagement to a whole new level.

Personal Finance Management

Offer your end-customers complete control over their personal finances by providing a set of tools: Budgeting, Saving Goals, Financial Calendar, Advanced Reports, Advice & Notifications, etc. Give them a reason to engage with your app on a daily basis, raise their trust by providing helpful notifications, and improve customer satisfaction with useful advice and insights to help them take their financial health to a higher level and keep it in check.

An aggregated view of all accounts

With the help of Salt Edge Data Aggregation API, your end-customers can link all their accounts, including those held in other banks, to your app. We are currently connected to 3800+ financial institutions in over 70 countries, as well as online payments systems like PayPal, Payoneer, etc, so your customers can connect to them too in one click.

  • All types of accounts: current account, savings, checking, mortgage, loan, insurance, etc.
  • Bank statement with transaction details
  • Account holder information
  • Notification alerts for balance thresholds
Personal Finance

Transactions Categorization, Merchant Identification

Categorization

Unify your end-customers’ transactions across all their accounts in one place - your banking app.

  • Unified information
  • Normalized data
  • 93% transaction categorization accuracy
  • Self-learning categorization engine
  • User-driven recategorization
  • Merchant identification
  • Merchant mapping

Financial Planning

Daily financial planning can be automated by implementing the flexible functionality of White Label PFM, which enables end-customers to easily manage financial budgets, schedule payment of bills, and more.

  • Setting up a monthly plan for bills, savings, and day-to-day spendings
  • Receiving an automated monthly budget plan based on spending history
  • Reviewing past spending patterns based on categories and time intervals
  • Getting timely reminders & warnings to stay within budget limits
Categorization

Saving Goals

Saving Goals

It will be easier for your customers to achieve their financial goals when they can track their progress.

  • Setting up a Saving Goal and tracking progress through a linked savings account
  • Estimating how much time achieving goals will take
  • Personalizing goals by adding categories and photos
  • Getting notifications on goal progress

Day-to-day Advice & Notifications

  • Drive your end-customer engagement to new heights by offering day-to-day gamified guidance
  • Improve end-customer trust with timely based warnings and precautionary actions
  • Raise end-customer satisfaction with useful insights to help keep their financial health in check
Notifications

Payments via Open Banking Channels

Web Banking

Integrate Salt Edge’s Open Banking Payment Gateway that enables end-customers to move funds from their accounts in any EU bank institutions, directly from your PFM app.

  • Transfer funds between accounts
  • Make instant payments
  • Pay invoices
  • Make national and international transfers
  • Request money from a friend

Request a Demo

Get a first-hand experience with our global leading software to see the full range of opportunities that are unlocked for you and your company

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