Personal Finance Management (PFM)

Enhance your consumer offering with PFM tools

Personal Financial Management (PFM) tools provide further differentiation in Digital First solutions. The PFM capability allows users to better manage their finances. Functionality may include categorizing transactions and spend, setting budgets, or deriving personal insights based on financial behavior.

Target Audience

  • Fintechs
  • Issuers

Related APIs


Personal Finance Management

Empower cardholders to take control of their finances through specialized tools and insights.