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Strands PFM: white-label digital money management solution

Strands PFM is an award-winning personal finance software application that drives engagement between banks and their customers. In 2008, Strands revolutionized online banking by deploying the first PFM in Europe. Ever since, our digital money management solutions have been implemented by a growing number of leading financial institutions worldwide.

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Strands PFM: white-label digital money management solution

  1. 1. PERSONAL FINANCIAL MANAGEMENT © Strands Inc. Product Overview PFM
  2. 2. AGENDA 1 ABOUT STRANDS 2 PFM BENEFITS & ROI 3 PFM FUNCTIONALITY 4 CASE STUDIES
  3. 3. 1 ABOUT STRANDS
  4. 4. 1. ABOUT STRANDS COMPANY FACTS MISSION Develop innovative software to help banks & retailers monetize data HISTORY Founded in 2004 as a pioneer of personalization & recommendation solutions by experts in machine learning & Big Data 2 BUSINESS UNITS FINANCE
 Powering FinTech innovation by delivering customized digital banking experiences
 RETAIL
 Personalization & recommendation solutions boosting e-commerce business CUSTOMERS >300 corporate customers worldwide INTERNATIONAL Multicultural team of 
 70+ employees from more than
 15 countries speaking over 
 10 languages LOCATIONS Barcelona (HQ), San Francisco, Miami, Madrid & Buenos Aires
  5. 5. We create more engaging & personalized digital experiences, enabling banks to leverage the rich sources of data they generate. Our bespoke solutions help banks to open up new revenue streams, retain their customers, & grow their business. Engage Target Retain & Grow THE STRANDS MISION Powering FinTech Innovation 1. ABOUT STRANDS
  6. 6. RETAIN & GROW STRANDS FINANCE SUITE BUSINESS FINANCIAL MANAGEMENT BFM CARD-LINKED OFFERS CLO PERSONAL FINANCIAL MANAGEMENT PFM PRODUCT RECOMMENDER REC LOOP ENGAGE 1. ABOUT STRANDS
  7. 7. 2 PFM BENEFITS & ROI
  8. 8. Clothes €300/m Dream House €200,000 €500/m Food €250/m Fuel €190/m Vacation €3,600 €300/m 2. PFM BENEFITS & ROI Customer Needs: How can I control my expenses? How much money can I put aside at the end of this month? What if I want to purchase a new house, a TV or a computer? Am I spending more than others like me? EMPOWER Bank customers want help managing their finances
  9. 9. Strands PFM: Award-winning money management solution Helps users understand & manage their money more intelligently Makes digital banking more relevant, fun & convenient Creates a much closer relationship between account holders & their bank 2. PFM BENEFITS & ROI WHITE-LABEL SOLUTION Design your own PFM 
 that integrates easily 
 with digital banking
  10. 10. 3 PFM FUNCTIONALITY
  11. 11. 3. PFM FUNCTIONALITY Analysis Planning Decisions Income & Spending Cash Flow Peer Comparison Transaction Details OK-to-Spend What-if? Financial Health Notifications Budgeting Saving Goals Net-Worth Financial Calendar Spending Plan FRONT-END LAYER WIDGETS
  12. 12. 4 CASE STUDIES
  13. 13. 4. CASE STUDIES DEUTSCHE BANK Country: Germany PFM solution name: FinanzPlaner Number of users: 4 million Deployment: Web, Tablet, Mobile, 
 Apple Watch Launch year: 2014
  14. 14. 4. CASE STUDIES POST FINANCE Country: Switzerland PFM solution name: E-Cockp Number of users: 1.7 million Deployment: Web & Tablet Launch year: 2012
  15. 15. 4. CASE STUDIES BARCLAYS Country: UK PFM solution name: MoneyTools Number of users: 9 million Deployment: Web, fully integrated Launch year: 2012
  16. 16. 4. CASE STUDIES ALLIED IRISH BANKS (AIB) Country: Ireland PFM solution name: My Money Manage Number of users: 700,000 Deployment: Tablet Launch year: 2012
  17. 17. CLIENT REFERENCES “The FinanzPlaner (powered by Strands) is a strategic investment for us. The huge amount of positive customer feedback proves that it was the right decision” Michael Koch, Head of Online and Mobile Banking
 at Deutsche Bank “My Money Manager (powered by Strands) provides our customers with deep financial insights, an excellent user experience and an ability to manage their money on the move through our online channels” John Brennan, Head of Online Channel
 Development at AIB “Strands has been a great partner in this journey. Barclays was able to integrate Strands widget logic and functionalities creating a seamless user experience” Simon Shorey, Head of Social Media Platforms
 and Servicing, Digital Banking at Barclays “We are excited about the positive response from our customers who have been looking for a better way to get a clear picture of where their money is going. MoneyLogic provides them with immediate insights into their spending and savings habits” Dan Dickinson, Head of Online &
 Mobile Banking at Bank of Montreal
  18. 18. THANK YOU LEARN MORE
 ABOUT STRANDS: WEB
 finance.strands.com BLOG
 blog.strands.com TWITTER
 @StrandsFinance


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