Personal Financial Management Banking Tools
Customers want your bank to give them tools that help them meet their financial goals. Empower them to achieve life’s milestones with CSI’s personal financial management (PFM) software.
The Benefits of PFM Banking
CSI’s personal financial management software simplifies and visualizes your customers’ financial data while increasing customer engagement and loyalty. Our PFM banking software makes it simple to track expenses and goal progress so your customers can stay organized and on-track for life’s biggest financial challenges.
Through our PFM dashboard, your customers can:
- Improve financial behavior by setting and managing budgets
- Track progress on their financial goals and milestones
- Visualize their financial health at any given time
- Automate personal notifications to manage overspending
Do You Have Questions? Let Us Help!
Want to learn more about how CSI’s PFM tools can help your customers reach their financial goals and increase engagement at your bank? Fill out this online form, and one of our team members will reach out to answer your questions.