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.

Personalised Financial Insights
Traditional PFM tools
Automated
Predictive
Easy-to-understand
Contextual
Real-time
Actionable

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.

  • MONEY STORIES

    Embeddable in any mobile app in just 30 days, money stories combine data analytics with digital storytelling into next-level experiences and tailored offers.

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  • FINANCIAL HEALTH INSIGHTS

    Build or scale your financial health capabilities as you see fit, including spending insights, balance forecasting and autopilot budgeting.

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Endorsed by Forrester

W.UP was included in The Forrester Tech Tide™: Financial Well-Being, Q3 2020 as a featured Personalised Financial Insights vendor

Book a consultation

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