PFM but better
We've seen the future of PFM. It's PFI. Embrace personalised financial insights, a new approach to personal finance management, and analyse financial behaviours, foresee customer needs, prompt action and recommend the right solution.
Turn data into more engagement
- App user base +120%
- In-app activity +70%
- Transaction volume +20%
Go simple or go pro
Out of the box or custom-made? In-app or cross-channel capability? Explore our personal financial insights and what they're all about.
Embeddable in any mobile app in just 30 days, money stories combine data analytics with digital storytelling into next-level experiences and tailored offers.LEARN MORE
FINANCIAL HEALTH INSIGHTS
Build or scale your financial health capabilities as you see fit, including spending insights, balance forecasting and autopilot budgeting.LEARN MORE
Endorsed by Forrester
W.UP was included in The Forrester Tech Tide™: Financial Well-Being, Q3 2020 as a featured Personalised Financial Insights vendor
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