Personal financial experience

Personal financial experience

A platform to build greater trust while improving the customer experience.

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Improving customer experience offers a tangible way for institutions to build trust with their customer base. Open Banking in Australia gives financial institutions an unprecedented opportunity to do this.

By providing vastly enhanced online service experiences that assist customers in gaining insights, achieving financial goals and improving their financial wellbeing, institutions can demonstrate they are listening and taking a more customer-centric approach to business. 

Moneytree’s personal financial experience (PFX) platform can help your business capitalise on the arrival of Open Banking, fast-track the move to an engaging self-serve online capability, and build greater customer trust – all without expending substantial cost and significant time on developing these capabilities in-house.

Automatic categorisation
Advanced AI capabilities sort all customer transactions, providing valuable insights into spending patterns.
App embellishment
Provide your customers with in-depth financial information regarding transactions, balances, account details and more.
Literacy tools
Help empower customers to make better financial decisions.  
Tech-savvy solutions
Enable customers to digitally manage all their finances in one place.

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Learn more about how Moneytree’s PFX platform can help your business better engage with customers.  

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