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  Online Financial Management
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ewise personal finance manager
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Meeting Consumer Demand for Online Financial Management Tools

In addition to its established client-side account aggregation application suite, eWise enables Financial Institutions to offer their online banking users an integrated financial management system which fulfills the growing consumer demand for online financial management tools that are safe and simple to use making life easier for consumers.

What do customers want?

Customers need an easy and secure way to manage their money online. Financial Institutions can improve the customer relationship by enabling customers to take control of their finances and build a better future at every lifestage.

How does it work?

The eWise Personal Financial Manager helps users to manage their money from a secure, single sign-on making it easier to understand, budget and save. This builds the trusted financial partner relationship assisting customers to meet their financial goals. Financial Institutions leverage their online channel to lower costs to serve customers while also benefiting from the cross-sell opportunity and increased customer retention & loyalty.

Benefits of eWise Personal Financial Manager
  • Comprehensive service with a single sign-on to manage
    online finances
  • Secure service from a trusted financial institution
  • Helpful graphs and budgeting tools to track spending
    and find savings
  • Simple way to manage money - providing alerts and
    ways to save money
  • Easy to use, simple one-time setup
Resources
Integrating the Payment Chain – A Mercator Advisory Group White Paper link
eWise Personal Financial Manager link