Small business owners and managers have high expectations from financial services providers in the digital age. With cashflow critical to their survival, an aggregated real-time view of their finances anytime anywhere is a key requirement. Beyond survival, they need forward-looking insight and advice to ensure adequate liquidity and be well-positioned for growth.
Using the power of AI and predictive analytics to help businesses control their finances and simplify money management, banks can establish themselves as a trusted partner and build deeper relationships with their small business customers.
Simplify everyday financial management by proactively highlighting important issues and suggesting corrective actions.
Enable the business to preempt expected balance shortfalls by predicting future cashflows.
Integrate the experience into the bank's mobile app, allowing business owners and employees to stay on top of their financials anytime anywhere.
Shorten time-to-market with a rich library of prebuilt insights tailored to business user' needs.
The Personetics Engagement Builder allows your bank to modify pre-built insights, add your own custom insights, and control the user experience.
Provide an aggregated view of financial activity with optional integration with popular accounting software.