Financial Management

Become a trusted financial advisor, help customers understand their finances, and create healthy financial habits for prolonged engagement.

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Finance Management
%

increase in monthly
active users

%

increase in time
spent on app

%

increased
customer loyalty

NPS

Net Promoter
Score

Browsing Now:

Move beyond transactional banking and give your customers a digital bank that makes an impact

Make personal financial management easy and enjoyable.

  • A clear and accessible overview of each transaction, including category, merchant details and spending history

  • Group transactions into categories using simple tags or comments

  • Google-like search across all cards and accounts

  • Activity feed
  • Tags & comments
  • Search

Check out UOB’s innovative and millennial-focused TMRW app, with gamified financial management features powered by Meniga.

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Position yourself as a trusted financial advisor

Help customers reach goals, support them through financial hardships, provide a digital bank that works on their behalf.

  • Provide easy-to-consume weekly & monthly reports for a high-level overview

  • Allow customers to drill down into sub-category spending to see exactly where their money goes

  • Show how income & expenses evolve over time

  • Deliver personalised insights about spending habits

  • This month, your fast-food spending was 20% lower than your six-month average.

  • Financial insights
  • Reports

Attract and retain customers by helping them form long-lasting financial habits

Create healthy financial habits for prolonged and meaningful engagement.

  • Simple and intuitive budgeting features

    Allow everyday users to set themselves spending goals on a global, category or sub-category level or provide automatic budgeting based on a customer’s spending history.

  • Advanced financial planning for the more motivated user

    Enable motivated users to deep dive into their finances with more granular financial planning.

  • Budgets
  • Life goals
  • Financial planning

Why Meniga?

Stay focused on your business outcomes

We’re obsessed with creating real value for banks. In the past, we’ve helped banks generate new revenue streams, increased customer lifetime value, and improved ROI on digital investments.

78%
Increase in new product sales

Extensive digital banking experience

Over 10 years’ experience of providing personal finance management solutions to over 170 financial institutions.

90M
Banking customers have used Meniga’s PFM solutions

User-led design

In order to ensure our solutions create the maximum amount of impact, they are tested in our own award-winning B2C app.

35
Average NPS score of the Meniga B2C app

Meniga shares our vision for the future of digital banking, and the partnership between us is a natural fit.

Mark Nicholson
Vice President of Client Experience