Personal Financial Management Software

With CSI’s personal financial management (PFM) software available through our Digital Banking solutions, your customers can interact with all of their financial data through your digital banking channels. 

Give Your Customers PFM Banking 

In a digital world, your customers expect the convenience of accessing their information from one source. Why shouldn’t their finances be the same way?

With CSI’s PFM banking tool from Internet Banking, you can simplify your customers’ financial insights while increasing customer engagement and brand loyalty. How? Our personal financial management services automatically track expenses and goal progress, and then deliver alerts to your customers to keep them informed.

Through PFM’s intuitive dashboard, your customers can integrate all of their accounts together on your bank website, providing easy access to:

  • Budget
  • Cashflow
  • Goals
  • Net Worth
  • And much more

Give your customers peace of mind from the worry of managing budgets and financial goals with some of the best personal financial management software in the industry. Find out how by completing our contact request form. We want to hear from you.

PFM Gallery

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