everyday holistic, predictive, money management
Currently, solutions arise, based on the PSD2 regulation to gain holistic insights over multiple accounts. Other solutions offer forecasting on recurring expenses like mortgage payments, subscriptions fees, etcetera, but are limited to one account.
Cross-account past events, suggested actions to focus on today and future events and tasks are visualized in a single timeline. The consumer is offered the ability to instantly execute tasks like accepting a direct debit that is higher than usual. The app provides a prediction of next payments and events and warns about potential issues like an impending overdraft, but also offers a suggestion to fix this situation. By bringing all the information together in an actionable way that identifies priorities, the customer is offered peace of mind.