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.
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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Carbon Footprint Manager
Multibanking for Retail
Personalised product recommendations
Multibanking for SMEs
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.
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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.
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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.
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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. »
Oliver Dlugosch
CEO of NDGIT
« Contovista is a great addition to our API marketplace and we are very proud to have them as partners. Because only by always offering the best, most up-to-date and smartest applications for banks, fintechs and insurance companies, we keep our position as #1 provider in the open banking platform sector. »
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. »
