Business Finance Manager
The 360-degree financial cockpit for SMEs enables your business customers to keep an eye on their finances at all times and focus entirely on their core business.
The 360-degree financial cockpit for SMEs enables your business customers to keep an eye on their finances at all times and focus entirely on their core business.
Contact our expertsThe Finance Manager for SMEs
The Business Finance Manager (BFM) is an easy-to-understand financial cockpit developed especially with small businesses in mind. It provides your customers with a complete overview of all connected accounts, thus ensuring greater transparency about the financial situation of SMEs – making liquidity planning a secondary matter.
Helpful tools for business customers
Business banking with advanced search
With the semantic search across all accounts, cards and transactions, users can quickly find what they’re looking for. Additional filters offer further criteria to refine and narrow down the search query.
Liquidity planning
Liquidity planning helps companies plan their future financial needs. The aggregated view of all expected income and expenditure, supplemented by AI predictions, makes it easy for users with little financial knowledge to better manage their finances.
Business analytics
The improved business analytics help users to understand their business situation and possible trends. The cash-in, cash-out and cash-net-flow are directly displayed, while a forecast of the liquidity development within a certain period is also possible.
Understand
Dashboard and business analytics to better understand the financial situation
Coach
Liquidity planning and actionable insights for SMEs
Enable
Achieve financial goals & ensure business success
A 360-degree overview of customer behaviour
Swiss open banking lays the foundation for multibanking. Multibanking enables business customers to manage multiple bank accounts from different institutions in one central location – our Business Finance Manager.
Since all transactions across the linked accounts are pooled in one place, the informative value of the analytics insights increases. What’s more, liquidity planning across all accounts is significantly simplified. Our financial cockpit generates tangible added value and directly strengthens customer loyalty.
As a bank, you reap the benefits of having a comprehensive overview of your customers. You can better respond to the needs of customers and exploit the sales potential through cross and up-selling. (Available interfaces*: EBICS, bLink)
Engagement platform for customers
The personalised and automated engagement platform in the BFM. Insights are generated and displayed in the BFM dashboard or in a dedicated widget in e-banking. Our insights are based on aggregated banking data, advanced statistics and AI technology. Among other things, they provide information about:
- Significant and atypical transactions
- Outgoing payments to new recipients
- Recurring payments
- Transactions that are above a certain threshold
Not all your questions answered yet?
Do you have questions about our finance management and analytics solutions? Simply get in touch! We’re happy to help you.
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