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Money Manager 

Engage, inspire and convert customers with PFM tools that help them better understand and improve their finances with valuable, personalised insights.

Give your customers the financial coach they need to better understand, manage and improve their finances. Engage, inspire and convert customers by using data to give valuable personalised insights.

Increase engagement

Increase customer satisfaction and engagement by helping them understand their finances. 

Inspire action

Interact with your customers in a way that meets their needs and inspires immediate action.

Boost conversion

Increase conversion rates and become the go-to service customers can't do without. 

Next-gen PFM Actionable insights

Win over customers in three steps

  1. Engage customers by helping them understand – and improve – their financial behaviour over time, with statistics, forecasts and a clear overview of all their accounts

  2. Inspire action with smart budgeting and savings tools. Nudge and coach customers to stay on top of their spending and reach their goals.

  3. Boost conversion with personalised advice and relevant offers that customers actually appreciate. Reduce friction and be the go-to place for all financial services.

Next-gen PFM Actionable insights

Win over customers in three steps

  1. Engage customers by helping them understand – and improve – their financial behaviour over time, with statistics, forecasts and a clear overview of all their accounts

  2. Inspire action with smart budgeting and savings tools. Nudge and coach customers to stay on top of their spending and reach their goals.

  3. Boost conversion with personalised advice and relevant offers that customers actually appreciate. Reduce friction and be the go-to place for all financial services.

Built with Tink’s Money Manager

Here are some examples of how our customers are using our personal finance management tools to increase customer engagement and create unique user experiences:

NatWest
DABOX
Grip
And more

NatWest

The UK’s leading digital banking experience

NatWest, a leading bank in the UK and Ireland, wanted to empower customers with a tool that could help them become financially better off. 

Together with Tink, they launched a new Spending tab in their app, where users can track their spending per category, create budgets and receive personalised insights.

In just over one year, more than 10m insights have been sent to customers – 22% of them resulting in actions. NatWest was considered the UK’s ‘Digital Experience Leader’ in mobile banking (Forrester, 2020).

NatWest

The UK’s leading digital banking experience

NatWest, a leading bank in the UK and Ireland, wanted to empower customers with a tool that could help them become financially better off. 

Together with Tink, they launched a new Spending tab in their app, where users can track their spending per category, create budgets and receive personalised insights.

In just over one year, more than 10m insights have been sent to customers – 22% of them resulting in actions. NatWest was considered the UK’s ‘Digital Experience Leader’ in mobile banking (Forrester, 2020).

NatWest

DABOX

Full financial control – for everyone

Portugal’s leading bank, Caixa Geral de Depósitos wanted to give people a tool to better understand and manage their finances. So they launched DABOX, an app that uses Tink’s Money Manager toolkit to let customers set financial goals, create budgets and get personalised insights into their spending. 

DABOX was awarded as ‘Best App’ in the 2019 European Excellence Awards.

Portugal’s leading bank, Caixa Geral de Depósitos wanted to give all Portuguese consumers a tool to better understand and manage their finances.

Grip

#1 PFM app in the Netherlands

Dutch bank ABN AMRO built its standalone PFM app, Grip, entirely on top of the Tink platform. A public beta of Grip was live within 90 days of signing the contract, quickly becoming popular and gaining a high NPS rating. 

Grip is now the #1 personal finance app in the Netherlands – with over with over 750,000 downloads.

Dutch bank ABN AMRO wanted to give their customers a more holistic mobile banking experience. So they developed Grip in partnership with Tink, using account aggregation to let customers see all their different banks’ accounts in one screen. 
By aggregating accounts from other banks, ABN AMRO can offer any Dutch account holder – be it their customers or not – a true multi-banking experience

And more

Tools tailored to your needs

Turn personal finance management into a truly personalised experience. You can build a unique experience – that’s truly relevant for your business and your customers – by combining different features available with our Money Manager toolkit.

See other examples of PFM experiences you can deliver in our solutions page.

Turn personal finance management into a truly personalised experience. You can build a unique experience – that’s truly relevant for your business and your customers – by combining different features available with our PFM toolkit.
Pick and choose elements and layout
Made to fit your needs
All features and components of the SDKs are modular, so you can put them wherever you’d like in your app. These are customisable to fit your branding and needs, with super-smooth UX.

Innovate faster with a quick time to market

Build your own product and experiences with little effort using our APIs. Or integrate our customisable SDKs with three lines of code for a quick time to market. 

Create standalone applications or enhance existing offerings. Money Manager is a product to suit every need.  

Money Manager SDKs 

  • Super-smooth UX

  • Customisable for your brand

  • Integrate with 3 lines of code

Pick and choose elements and layout
Made to fit your needs
All features and components of the SDKs are modular, so you can put them wherever you’d like in your app. These are customisable to fit your branding and needs, with super-smooth UX.

Innovate faster with a quick time to market

Build your own product and experiences with little effort using our APIs. Or integrate our customisable SDKs with three lines of code for a quick time to market. 

Create standalone applications or enhance existing offerings. Money Manager is a product to suit every need.  

Money Manager SDKs 

  • Super-smooth UX

  • Customisable for your brand

  • Integrate with 3 lines of code

A powerful categorisation engine

Transform raw data into tangible insights. With Tink’s data enrichment, you can create new user experiences by extracting the real value from financial data – using machine learning and predictive modelling for the best outcomes.

  • 8 years refinement of our Machine Learning models

  • 5 billion enriched transactions

  • 242 million transactions/month

A powerful categorisation engine
A powerful categorisation engine

A powerful categorisation engine

Transform raw data into tangible insights. With Tink’s data enrichment, you can create new user experiences by extracting the real value from financial data – using machine learning and predictive modelling for the best outcomes.

  • 8 years refinement of our Machine Learning models

  • 5 billion enriched transactions

  • 242 million transactions/month

Our other products

Transactions

Access up-to-date transaction data from thousands of banks across Europe – already standardised and categorised so you can extract real value and insights.

Account Check

Confirm account ownership with real-time data straight from a user’s bank account, creating a quick and simple payment setup process.

Payment Initiation

Increase engagement and conversion by giving your customers a fully embedded payments experience – at a fraction of the cost.

Get started with Tink

Contact our team to learn more about what we can help you build – or create an account to get started right away.

Contact our team to learn more about our premium solutions or create a free account to get started right away.