Personal Finance Experience PFE
Empower your customers to take control of their personal finances through comprehensive insights.
Solution

We enable you to provide your customers with a powerful tool to manage their personal finances effectively in Latin America. With comprehensive financial tracking and analysis, they can make informed decisions and achieve their financial goals.

We are the local experts who will reduce your time to market and technical risk.

...Insights for expenses, credits, savings and investments
...Easy-to-install modules customized to meet the financial needs of Latin Americans
...Fully functional implementation within 3 months
For who

Provide your customers with an exceptional personal finance management experience, showcasing your commitment to their financial well-being.

Go for:

  • Become the principal financial institution
  • Enhanced cross-selling opportunities
  • Differentiated value proposition

Provide your customers with an exceptional personal finance management experience, showcasing your commitment to their financial well-being.

Go for:

  • Greater leverage of the data that you already have
  • Increased app usage and engagement
  • Increase NPS and ROI metrics
How it works
1. Tailored configuration

Decide which financial experience features you want to utilize, such as expense tracking, budgeting tools, and financial insights.

2. Seamless integration
3. Enhanced user experience
Why Finerio
Our market-proven product and technology drastically reduce the learning curve, allowing you to integrate seamlessly and avoid prolonged project budgets and times.
Furthermore, our expert guidance and technical know-how expedite implementation, and help you consolidate your internal APIs to produce actionable insights.
...Implementation times in just months not years.
...Fully compatible with Open Banking APIs and regulations in LATAM.
...Scalable and proven solution with millions of users in LATAM.
21%
saved on average by our PFE users
+1M
users have used our solution
+120
B2B clients in LATAM (Data, Credit Scoring, PFE, etc.)
...
Finerio Connect nos ha acompañado en el desarrollo de iniciativas de Open Finance que nos permiten seguir impactando positivamente el bienestar financiero de nuestros clientes.
Luis Miguel Zapata, Vicepresidente de Ecosistemas
...
Maximize the impact of your data-driven strategies.
Harness the power of Finerio's PFE together with our other solutions:
Look beyond your own data with
Bank aggregation
Gain comprehensive insights with
Data Enrichment
Interested? Let's explore the endless possibilities together
Reach out now
Finerio Connect
Open knowledge for you
Regular doses of the latest industry news and insights to stay ahead in the ever-changing financial landscape in LATAM.

Email

Languages: