that customers look to their banks for more than just access to banking. Customers want the people that look after their money to take proactive steps to help them manage it.
Engage provides financial institutions with a complete toolkit for building engaging PFM features that help customers find financial wellbeing.
Pre-calculated fields for category and merchant totals, budgets and more provides clients with fast deployments
Merchant ID and categorisation – Help customers to understand how and where they're spending and reduce the costs associated with disputed transactions at the same time.
Income and expense summaries – Help customers to stay on top of their cash flow with safe-to-spend limits and warnings if balances drop below where they need to be.
Budgets and trends – Help customers to take pro-active steps to manage their money, setting budgets and automatically tracking spending against them.
Smart nudges and notifications - prompt customers to take action with notifications triggered by financial events.
Scale and security - With more than a million users already benefitting from the toolset Engage provides, we're used to working at scale with complex organisations. As part of this we provide unique levels of security.