Designed to create more than just a Digital Solutions for Holistic Wealth Management within the cash-flow position of your client.
With our digital personal financial management tools, you can provide your clients with a holistic view of their finances that enables them to plan for the future and make more informed decisions.
- Leverage rich insight to cross-sell and up-sell financial products and services that fit your customers’ unique goals and needs.
- One click outcomes that engage your client and builds their wealth
- Help consumers set a budget and stay on top of their income and expenses with Cashflow powered by MuniBOX. This valuable budget app uses historical transaction data to automatically display budget categories for the consumer and suggest budget amounts based on the consumer’s historical transaction data.
- Automatically track your clients spending by category and sends notifications to help the user stay on track.
By streamlining budget planning, your client can proactively manage their spending and gain insights into their spending behavior. By pairing budget planning with timely notifications, you can use the Cash-flow App to increase client engagement, strengthen loyalty, and raise retention rates over time.
Use the Mobile App to connect with your clients 24/7
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