Mobile SDKsPersonal Financial Management Insights
Transform your digital finance app from a simple transaction ledger into an essential financial partner for your customers. Our platform enables you to deliver powerful, automated PFM insights directly within your own platform, driving deep, daily engagement with your bank and creating unparalleled customer loyalty.
Help your customers build better habits
In the age of Open Banking, providing comprehensive financial insight tools is critical to owning the primary financial relationship and cementing your role as the indispensable centre of your customers' financial world.
Give customers a clear view of what they’ve spent each month. Engine’s rich data capability means financial insight can be surfaced at employee and customer levels, helping customers identify trends in their spending.
Give customers full insight over their spending. Spending Insights breaks customer spending down by both category and by merchant, meaning customers can see at a glance how much they’ve spent on different areas for each time period.
Allow customers to manage insights for a bespoke time period. Whether from week to week or payday to payday, customers can change the date range to a period of insight that works for them.
Customers can see a detailed breakdown of where their money was spent for each time period, spot trends with the visual bar chart, and swipe to view insights across months.
Mobile SDKs