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FULL FINANCIAL INSIGHT


Provide exclusive tools that allow customers to integrate all their accounts together on your Internet banking site. CSI’s Personal Financial Management (PFM) solutions increase customer engagement and financial insight.


PFM creates the opportunity for your customers to interact with all of their financial data through your online banking application. Customers expect the convenience of accessing their information from one source, and CSI provides that solution through PFM functionality. Give your customers peace of mind from the worry of budgets and savings goals.


Our PFM tools automatically track expenses and goal progress and then deliver alerts to your customers to keep them up to date. With CSI, you can simplify your customers’ financial insight while increasing stickiness between you and your account holders.

pfm examples

CSI’s PFM tools give your customers a better look at their overall financial health, and you can get a better look at our PFM tools by viewing the screenshots below.

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