Finext

It is time to take your client engagement to the next level. Finext allows you to make the account holder the main figure on stage - an easy to use and intuitive visualization is the way people want to see their finances. The White Label combines mobile Internet banking, personal finance manager (PFM), analytical tools, targeted marketing and allows to provide client support in online mode (chat, voice, video). With Finext you can unite design and technology to engage the account holder in a way no one has ever done!

Analytical Tools

Finext White Label banking solution offers banks and their clients a large variety of analytical tools. Banks get the opportunity for in-depth analysis and better understanding of their client base. The data can be further used for targeted marketing campaigns , credit score calculation, etc., and opens limitless possibilities for cooperation with retailers. Bank clients, in their turn, get a chance to perform a detailed evaluation of their financial state using over 10 built-in reports.

Analytical tools for companies

Get customer insights

Analytical tools 1

Our financial data aggregation software is an endless source of crucial, yet underestimated information about people that are using the company’s services. You will learn their spending habits, favorite places to shop, and go-to entertainment spots; know whether they have kids, cars, or loans in other banks, and what their financial goals are. Due to the all-in-one financial view for your clients, you will get a clearer understanding of their credit score and risks associated with every particular client across all the banks he uses. The analytical tools feature opens new doors for the business to partner up with retail providers and deliver offers clients won’t be able to refuse.

Know competitors insights

Analytical tools 2

The bank can benefit from collecting client data for identification and thorough analysis of the competition, which will help gain the upper hand on the market. Knowing where your clients hold accounts and what services they use; being able to compare what they get “on the side” to what you offer can help you lure them into using a similar service offered by you.

Analytical tools for clients

Reports

Your clients get access to over 10 financial reports and interactive charts for a clear visual representation of their finances and effortless analysis. Among the most popular and commonly used ones are:

  • Balance dynamics: evolution of account balance for the selected period;
  • Category grouping: total expenses or income by category;
  • Monthly turnover: total income and expenses on a monthly basis;
  • Transaction filter: a general filtering report for transactions.

Calendar

Analytical tools 3

Our built-in financial calendar gives your clients the possibility to plan their purchases ahead, get an estimate of their future сash flow. This is possible due to scrupulous financial data aggregation and automatic identification of certain patterns. As your clients’ personal financial advisor, Finext calendar offers the possibility to thoroughly evaluate their financial situation for better decision-making.

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