Personal Financial Management (PFM) – Hysab Kytab
Personal Financial Management (PFM)- Hyper-personalize digital banking experience through our smart money management tool.
Harness the power of PFM:
Turn insights into actions and improve your digital banking experience.
Become the financial advisor for your customers by gaining 360-degree view of their finances. Put your customers in the driving seat of their financial wellbeing by helping them make informed financial decisions.
Understand your customers’ financial dreams and identify the non-intrusive cross-selling/ up-selling opportunities for new revenue streams through hyper-personalization.
Overview
Hyper-Personalized Customer Engagement
Gain AI-driven personalized insights on your customers and drive meaningful engagement with them.
Find New Revenue Streams
Discover cross-selling and up-selling opportunities by targeting the right product to the right customer at the right time.
Increase ROI
Enhance the ROI of investment made in other tools such as CRM, engagement marketing, business intelligence, etc. through additional data points contributed by PFM.
Customer Loyalty
Build a deeper relationship with your customers by understanding and meeting their evolving financial needs.
Data Enrichment
Add additional data points to understand the context and aspirations of your customers to help them become financially successful.
Customization
Highly customizable solution to seamlessly integrate with the desired UI/ UX of your digital banking platform.
Key Features
Monthly e-statement reimagined with actionable insights providing infographic view of PFM activities highlighting top monthly expenses, expense history, exclusive saving deals, budgets & saving goals performance, peer comparison and financial tips.
Resources
Product Fact Sheet
ISV Assessments/Awards
ESG & Enterprise Readiness Assessment Scores for Hysab Kytab conducted by The Disruption House
| Category | Award | Date |
| Business Resiliency Accreditation | Builder | May 2024 |
| Sustainability Accreditation | Starter | May 2024 |
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