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Personal Finance Manager
AI-Powered
Streamline Your Financial Operations
Empower your customers with a sophisticated tool designed to enhance their personal finance management. Simplify transaction categorisation, tailor financial goals, and automate alerts for unparalleled operational efficiency and customer service.
Personal Finance Management System
Personal Finance Management is a system that empowers customers to effortlessly manage and analyse their personal finances. PFM is invaluable in banks and financial institutions, enhancing internal analyses and user experience.
Key features
01.
Segment Your Clients & Assess Risks Efficiently
Master the Art of Data Processing
PFM builds customer representation based on multiple data, like static features (demographic data, geolocation, devices), owned products, cash flow, and spending categories distribution. The system uses this information in real-time for recommendations, predictions, credit scoring, and fraud detection.
02.
Empower Clients with Intelligent Budgeting
Set Financial Goalds for Better Money Management
The system enables setting goals referring to specific categories, subcategories, or merchants, which shows customers if they are spending their money according to their plan. This helps them decide to change their financial behaviour or set different goals.
03.
Adapt Automatically to Client Financial Behaviour
Implement Limits, Alerts & Notifications
Our system can analyse transaction history and detect unusual behaviour. For example, if a user suddenly spends much more money than usual, PFM can automatically send a notification about this event. This helps the user track their expenses and avoid unexpected situations.
Personal Finance Manager
Areas of application
Banking Sector
Built-in Classification Engine uses a custom, multi-level category tree that will best suit the Bank and its customers' needs. PFM helps bank customers better manage their personal finances, improving financial awareness and helping them plan future expenses.
Financial Institutions
PFM helps to build customer representation based on data like static characteristics, products owned, cash flow, and distribution of expense categories. Financial institutions can use these insights for recommendations, predictive services, creditworthiness assessment or fraud detection.
Film & Media Production
The PFM system can help you plan budgets for film projects. It allows you to track expenses and allocate funds for various aspects of production, such as equipment, crew salaries, and site ligistics.
Personal Finance Manager
Game-Changing Benefits
for Your Company
Accurate Classification
Achieve 95% accuracy in transaction categorisation
Efficiency of Processing
Process 150 transactions per second per core
High Scalability
Support real-time transaction categorisation
Reduced Costs and Risks
Streamline and automate internal processes
Personal Finance Manager
Product onboarding
What will we need to implement this solution?
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Additional information
01.
PROJECT VALUE
4,633,997.51 PLN
02.
Contribution from European funds
3,485,668.54 PLN
03.
Project implementation period
2020 – 2022
The development of the WARRP platform was co-financed by the European Union from the European Regional Development Fund within the Intelligent Development Program 2014 – 2020.
The project was realised as part of a competition by the National Centre for Research and Development: "Industrial research and development work carried out by enterprises," action: "Industrial research and development work conducted by enterprises."
