Are you there for your customers when they need you?
Your customers are facing money moments day by day when they would require your help. Are you able to spot them? It is time to provide them valuable and actionable insights about their finances.
More than 80% of customers are not satisfied with PFM tools that are not proactive
Would turn to nonbanks if their bank is not able to address their pain points
How Finshape can have you covered?
Develop a regular and valuable connection with your customers through swipeable stories
Sell smart, sell digital
Use proactive and actionable nudges to find the right sales context and keep customers informed
Go live in no time
Leverage on the applied add-on approach and go live within 30 days
Keep customers in the loop about their finances
Create a steady stream of daily, weekly and monthly money updates such as low-balance reminders, double billing notifications, week-on-week spending analyses or monthly budget breakdowns.
Clear and informative stories about personal finances
- Unusually large transactions
- Income and spending patterns
- Spending categories
Reilable and useful stories about expected money matters
- Recurring transactions
- Balance forecast
- Overspend review
Contextual nudges to improve financial health with products
- Turn expenses to installments
- Bridge income gap with overdraft
- Extend opportunities with a loan
- Safe-to-save amounts
of customers find it useful
conversion rate uplift
“With Finshape we’ve found the tools and technologies that allow us to understand banking data and translate it into customer needs.” Iryna Arzner, Raiffeisen Bank International, Head of Retail Customer Growth
Book a consultation
Schedule an appointment with one of our colleagues so we can discuss your specific needs. Fill in the form and we’ll get back to you in no time.