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Project

"The Urals FD" implemented service of management of personal finance for individuals clients

Customers: Urals FD of joint stock bank

Product: RBS BS-Client

Project date: 2015/05  - 2015/09

Among new users of the remote servicing system from BSS there are clients of LLC CB Renessans, Econombank Ltd, Ltd JSB Express-credit, LLC CB INVESTSOTSBANKA, joint-stock company MS Bank Rus, LLC CB Zhilcredit. Also system "RBS BS-Client. The private Client" "registered" in the Ukrainian JSC TASKOMBANK, the STALEMATE "UPB" and the Kazakhstan JSC Altyn Bank.

Project Continuation

On October 5, 2015 the companies BSS also CASHOFF announced start of service of management of personal finance on the basis of a system "RBS BS-Client. Private Client" in bank "Urals FD".

Staff of Urals FD bank (2007)

Service of management of personal finance from CASHOFF helps to collect and analyze financial data of the client, including on the basis of information from other banks. Service supports aggregation of the accounts opened in other banks, web purses, personal accounts of mobile operators, income and expenses of cash within one window.

Using PFM service, the bank reveals consumer preferences of clients. It helps to create personal financial recommendations and advice to each user, to provide information on actions and discounts of favourite shops, raising a customer loyalty, their trust to credit institution. Being guided by individual consumer preferences of clients, the bank receives a scope for promotion of own financial products and services.