BUSINESS FINANCIAL MANAGEMENT

PFM/BFM

ENGAGING FINANCIAL MANAGEMENT SOLUTIONS

CRIF Personal and Business Financial Management solutions are designed to help customers control their finances, plan future purchases, and take decisions based on sound insights.

Success Stories

HOW WE HELPED OUR CLIENTS UNLOCK THEIR POTENTIAL
Discover how some of the world's most important companies improved their performance and defined a brand-new digital path, both for them and for their clients.

Italian Tier-1 Bank

PFM

An Italian Tier-1 Bank wanted to improve their customers’ digital experience without IT impacts, taking full advantage of available data.

Solution they adopted

  • PFM
  • New Digital Banking Experience
  • Full SaaS plaftorm

Results

Better digital experience

Faster time to market

Leading North American Bank

BFM

A leading North American Bank wanted to approach new SME customers, while keeping existing ones and offering tailor-made solutions.

Solution they adopted

  • Fully customized BFM

Results

Better touchpoints

Simple and appealing data views

35mln

Daily transactions

100MLN

Banking users

700+

Banking implementations

Key Benefits

PERSONAL FINANCIAL MANAGEMENT

FULL ANALYSIS OF PAST AND PRESENT SPENDING
IMPROVED ENGAGEMENT AND RETENTION
BETTER AND LONGER INTERACTION TIME
360º OVERVIEW OF ALL ACCOUNTS
SEAMLESS INTEGRATION WITH ALL SYSTEMS
TIPS ON HOW TO SAVE AND MANAGE SPENDING

BUSINESS FINANCIAL MANAGEMENT

SUITABLE FOR BUSINESSES AT ANY STAGE
VALUABLE INSIGHTS ABOUT CUSTOMERS’ NEEDS
SMARTER INSIGHT-BASED BUSINESS DECISIONS
ENCHANCED SME DEPOSITS

Main Features

Main Features

PREDICTIVE ANALYSIS OF FUTURE EVENTS
NOTIFICATION CENTER
INCOME AND EXPENDITURE CALENDAR
WHITE-LABEL FRONT-END LIBRARY
THE HEART OF DIGITAL BANKING

Technology is so powerful right now and offers many solutions to support financial systems undergoing radical change.

That’s why we want financial institutions to discover our idea of a future packed with opportunities that we already provide.