Interactive Statements
Breathe Life into your Online Bank Statements
Interactive Statements
Finoux has introduced a unique method of creating and delivering the bank statements to the customers of any bank. Normally the bank statements are basically an account of all the transactions done by each customer for a period. These statements are bereft of insights and thus invite little interest from the consumer. Thus, this process of statement generation and dissemination has just remained a regulatory requirement and not customer insight presentation.
Solution Features
Visualise Statement Data
Our statements visualization engine selects the most appropriate visual libraries to present this information as graphs and charts. Gives a quick summary understanding to the user briefly in simple attractive visual form & customers can drill down to view further insights
Tabular Statement with Smart Sorting
Statement table can be easily filtered to show only certain groups of transactions.These will be based on both pre-defined & custom parameters such as Loans, Travels etc. Statements tables can also be filtered based on intuitive keyword searches which will show only transactions matching the keyword entered by user.
Reminder Alerts
Allow setting reminder alerts against rows e.g., system sees an EMI payment & puts a button against the row so that the user can click and set a monthly alert for the EMI.
Insightful Analyzed Widgets
Last 3M statements – Debit, Credit & Balance graph, Adequate Balance check against all EMI alerts
Smart and Targeted Cross Selling
The solutions rule engine serves smart& targeted advertisements of house products for cross-selling purposes. For example, if it finds a customer is steadily paying out to a competitor’s credit card then an ad for the house banks cards will automatically get served.
Smart Actions Interface
The Interactive Statements would not only present insights based on the transaction data and the mapping based on the data coming from merchants and vendors, but also let the user tag and manage the expenses which are not identified by the system in the standard merchant tagging database.