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Omnichannel sales and servicing

Personal Finance Management Solution

The solution’s basic function is gathering  information about bank’s clients and presentation of personalized offers and messages based on the collected data. PFM also has a strong selling function because some components of the solution are intended for evaluation of the client’s payment capabilities and offering of products and services which are compatible with the client's preferences.

PFM is an innovation in retail financial services and an important part of next generation online banking services.

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