We Make Banking Relevant

With our AI finance management and data analytics solution, we unlock the potential of transaction data and enable financial service providers to create unique customer value.

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Generate more with data-driven banking

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Increase in close rate for personal loan campaigns.

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Higher average amount invested in securities.

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Increase in the close rate for credit card sales.

Our finance management and data analytics solutions

AI Personal Finance Manager

The multibanking capable digital finance assistant can be easily and seamlessly integrated into any digital banking solution via API. Thanks to AI and extensive industry experience, customers benefit from valuable insights and tips to better manage their finances. Financial service providers benefit from valuable customer insights thanks to advanced client analytics capabilities.

Business Finance Manager

The easy-to-understand 360-degree financial overview, which was specifically designed for small businesses, provides your customers with a complete overview of all connected accounts. This ensures greater transparency about the financial situation of SMEs – thereby making liquidity planning a secondary matter.

Enrichment Engine

It can be integrated as an on-premise or SaaS solution, structures your customers’ payment information, and intelligently enriches it with relevant metadata using machine learning. You gain insights into (almost) all areas of your customers’ lives and can place offers and recommendations based on this information with a higher probability of closing a deal.

Maintain your relevance to clients through data-driven banking

Understand

Greater transparency and a better understanding of the financial situation.

Coach

Timely, personalised and relevant financial tips, directly in digital banking.

Enable

Tools and insights support the achievement of financial goals.

What our partners say

Andreas Lenke

Manager Strategic Projects at Thurgauer Kantonalbank

« With the personal financial assistant, we offer our customers great added value right from the start of the new portal and can, among other things, fulfil their wish for a clear and attractive presentation of their private finances. »

Bodo Grauer

Head Digital Strategy & Transformation at Avaloq

« Contovista is one of the stars in the Swiss fintech scene and we are very happy to have a lot of customers in common – and very satisfied ones. Their solution is a showcase for the existence of fintechs: innovative, value-add for clients, and ease and speed of implementation. The team has a good spirit, positive and forward looking mindset and I really enjoy working with them – Its fun and you always learn a lot. »

Christoph Wille

Head of Sales Channels and Member of the Executive Board at Valiant Bank AG

« With the Multibanking Service we are responding to the high demand from our business customers for a comprehensive overview of their accounts with Valiant and other banks. In combination with the BFM, we are offering an exclusive service in Switzerland, enabling SMEs to easily manage their finances and liquidity across banks. This represents a clear differentiating factor and strengthens our position as a modern SME bank. »

Dominik Gabler

Data Scientist at SZKB

« The solutions in analytics and machine learning make it possible to analyze and address individual customer needs and use the insights gained profitably. Contovista is an ideal partner and source of inspiration for Schwyzer Kantonalbank and regularly provides inspiration on how we can exploit untapped business potential in the digital world. »

Dr. Simon Alioth

Managing Director , Synpulse8

« Financial service providers support their customers with advice and assistance in achieving their financial goals. As a strong partner for personal finance management, Contovista offers a suitable, API-based solution for financial service providers. Through Contovista’s presence on the Synpulse8 OpenWealth Marketplace, financial service providers have the opportunity to develop tailor-made solutions for their clients to optimally meet their needs. »

Dr. Simon Youssef

Co-founder Neon

« As a young Fintech we were looking for a dynamic product and besides the clean API interface the fast and unbureaucratic cooperation with Contovista convinced us from the beginning. »

Fabian Marti

Head of Digital Solutions at Aargauischen Kantonalbank

« Digitization covers all areas of a company and is becoming increasingly important in the financial sector. With Contovista’s financial assistants, we therefore offer our private and business customers modern extensions to the AKB portal. The services were immediately received positively by our customers and make digital banking even more personal »

Mike Hofmann

Senior Product Manager for bLink at SIX

« With their leading BFM & PFM solutions, Contovista is adding a key element to bLink’s mission of establishing OpenAPI-based multibanking for both corporate and private customers among Swiss financial institutions. We highly value the team’s pragmatic and pioneering approach and we are convinced that it is such technical cooperations that lead to the creation of a synergetic Open Finance ecosystem benefiting the Swiss financial industry. »

Niclas Persson

CEO & Co-Founder – Deedster

« Contovista is the undisputed PFM market leader of Switzerland and we are very proud to partner with them as they make sustainability a core capablity in their next generation solutions for the financial markets. »

Roland Zwyssig

Viseca Payment Services SA, Senior Advisor

« The cooperation with Contovista can help established financial institutions to introduce innovative services and functions faster. Viseca strives to play a pioneering role in the digitisation of credit cards and, together with partners from the Fintech sector, to create added value for both partner banks and credit card customers. »

Silvio Böhler

Head of Technology bei True Wealth

« With Contovista, bank customers with investment potential can be identified in a more targeted approach, and then receive a simple and effective investment strategy from us, in a fully automated manner. Especially in view of challenges the industry is facing as a result of digitalization, efficiency is a key factor in future market cultivation. »

Stefanie Feigt

CEO at 3rd eyes analytics

« We are very pleased to be partnering with Contovista. Their innovative products, which are quick and easy to implement, ideally complement our individual wealth planning solutions. The combination of our offerings provides tremendous added value for our clients and we are excited to jointly offer future-oriented services for the financial service industry. »