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

Learn how Personalised Financial Insights
can become a win-win for banks and banking 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.

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