PFM but better

More and more banks are embracing a new generation of Personal Finance Management tools that not only understand but predict customer’s needs and prompt action.

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

in numbers

See the difference Personalised Financial Insights can make in customer engagement.

  • 120% growth in mobile banking users
  • 70% increase in app use
  • 70% more time spent in application
  • 20% more mobile banking transactions
  • 30% increase in NPS

BROWSE OUR USE CASES

Check out our hand-picked use cases and expert insights on how to make personalised financial insights work for banks and customers alike. 

Download

Endorsed by Forrester

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

See PFI in action

Learn how Personalised Financial Insights can become a win-win on both sides of the screen.

REQUEST A DEMO

Schedule an appointment with one of our colleagues so we can discuss your specific needs. Fill in the form and we’ll get back to you in no time.