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.