eWise has secured a multi-year agreement with Yorkshire Building Society to bring PFM services to its online customers.
"We are pleased to offer our valued customers the benefit of securely viewing and managing their financial life through a single application," says David Henderson, general manager, group services at Yorkshire Building Society. "With this new service, customers will instantly have access to a comprehensive view of all their online accounts so they can make informed financial decisions, save time and save money."
The eWise PFM solution offers the likes of account data access (through private and secure Account Aggregation technology), account monitoring, transaction data, spend categorisation, net worth, single sign-on and creating and managing budgets. It also features targeted offer management capabilities that help financial institutions create and manage cross-selling campaigns.
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