Overview

Imagine your customers: Financially empowered, confident, and loyal. We are talking about effortless tracking of patterns in Income, Spending, Savings, Borrowing, Gambling, P2P transactions... to inform budgeting and investing decisions for individuals and/or SMEs.

What is new?

As you are aware, customers crave personalized financial insights, and that's why we are Introducing Embedded Cashflow Analysis, the new PFM game-changer that brings powerful financial insights into your existing app 🎉. This isn't just a feature; it's a revolution in customer empowerment, engagement, and retention.

The goal is to unlock the hidden insights within Bank and Mobile Money Statements, giving users a real-time, categorized view of their spending and saving habits across different banks and mobile money wallets.

Here's how Cashflow Analysis transforms your customers' lives:

1. Financial Superpower: Turn multiple bank and mobile money statements into actionable insights. Automatic transaction categorization, real-time spending patterns, and personalized budgeting tools empower your customers to take control of their finances.

2. Goal-Crushing Confidence: Gamified savings goals, investment recommendations tailored to risk tolerance, and market updates keep customers motivated and informed. Watch their financial confidence soar as they achieve their dreams.

3. Frictionless Integration: Seamlessly integrate Cashflow Analysis within your app, with no need for clunky downloads or confusing interfaces. Your customers get a unified financial experience, boosting satisfaction and loyalty.

4. Brand Loyalty Magnet: Become the go-to app for financial well-being. Cashflow Analysis differentiates your brand, attracting and retaining customers who value financial empowerment.

But the benefits go beyond customer love:

• New Revenue Stream: Introduce paid access to the statements analysis service as a premium feature for the insights generated.

• Data-Driven Decisions: Gain valuable insights via your customers to inform your company's product development and personalize marketing campaigns for maximum impact.

• Enhanced Brand Reputation: Championing financial literacy positions your brand as a trusted advisor, fostering deeper customer relationships and boosting brand image.

• Competitive Edge: Stand out in the crowded app market. Cashflow Analysis sets you apart, attracting tech-savvy customers who demand financial control.

Ready to unlock the full potential of your app?

Cashflow Analysis is the key. We offer a flexible, scalable solution that integrates seamlessly with your existing platform.

Don't wait for your customers to seek financial solutions elsewhere. Embed Cashflow Analysis today and empower them to achieve their financial goals, one informed decision at a time.

Contact us to learn more and get started with the integration.

• Email us at info@cladfy.com

• API Docs at https://cladfy.readme.io/

Remember, your customers' financial success is your success. Let's build a future where everyone thrives, one insightful app at a time.