Yorkshire Building Society to offer PFM through eWise tech deal
Yorkshire Building Society is to offer online personal financial management capabilities through a multi-year agreement with technology provider eWise.
“We are pleased to offer our valued customers the benefit of securely viewing and managing their financial life through a single application,” said David Henderson, general manager, group services at YBS. “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 a suite of consumer services, including account data access, with private and secure account aggregation, account monitoring, transaction data, spend categorisation, net worth, single sign-on and the creation and management of budgets, that give end-users a tool to manage their finances online.
The eWise PFM also features targeted offer management capabilities that help financial institutions create and manage cross-selling campaigns, built to deliver financial benefits to each individual consumer specifically. eWise PFM is designed to be highly flexible, integrating with financial institutions’ online banking and adopting the look and feel of the provider’s existing websites.
Mark Matthews, managing director of eWise UK said: “We are looking forward to working closely with the Yorkshire Building Society in providing a powerful and valuable online experience for its customers and an outstanding return on investment to the building society.”