Personal finance management

Personal finance management that’s truly personalised

Give your customers tools and personalised insights to better control their financial lives. Our PFM toolkit lets you easily build smart and intuitive services that make finance management a more engaging experience.

Turn data to insights

Digitalise the personal meeting and transform raw data into real-time and personalised insights.

Drive engagement

Proactively engage the user, pushing relevant and timely information, on the customers’ terms.

Boost digital sales

Insights-driven sales and actionable advice and offers that your customers want.

Built with Tink’s PFM tools

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

DABOX
Grip
And more

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 PFM 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.

Tink PFM toolkit

To engage your customers with a great PFM experience, you need a good foundation.

  • Turn raw data into personal data with data enrichment and categorisation.

  • Explain transactions in an understandable way with flexible statistics.

  • Drive engagement with the help of saving goals, budgets, and insights.

To build a great PFM, you need a good foundation for achieving trust and high engagement.
→ Turn raw data into personal data with data enrichment and categorisation.
→ Flexible statistics to explain transactions in an understandable way.
→ Drive engagement with the help of saving goals, budgets, and insights.

Next-gen PFM

Actionable insights

Make everyday banking personal, relevant, and fun by giving your customers truly personalised insights and advice. Communicate the right message, at the right time to drive engagement and increase digital sales.

Customisable to fit your users and their needs
Your brand. Your fonts and colours.
Each individual element can be customised based on your fonts and colours, so when customers use your apps they’ll recognise you.

Quick time to market

PFM Mobile SDKS

Use our PFM SDKs to save months of development time. 

  • Super-smooth UX

  • Customisable for your brand

  • High test coverage

  • Integrate with three 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.

Our other products

Account aggregation

Get access to a broad range of account data and quality, real-time financial information from banks and financial institutions across Europe.

Payment initiation

Allow your customers to safely initiate payments and transfers from their accounts  – from your own app or website.

Data enrichment

Transform raw, unfiltered financial data into valuable information. We categorise transactions and provide insights so you can deliver better data-driven services.

Get started with Tink

Contact our team to learn more about our premium solutions or create a free 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.