How a Personal Finance Management (PFM) App Increased Customer Satisfaction for a Top Finance Institution

Know Our Client 

Our client has been a leading institution in the banking and finance sector for decades. They are known for their innovative solutions and exceptional customer service. They have earned a reputation for being a trusted ally for individuals and businesses for their various financial needs.

Industry

Banking and Finance

Business Type

Commercial Bank

Need a solution

Consult with experts
Right arrow

A Need for Change

The customers were facing financial struggles, including difficulties in managing hidden expenses and staying on top of bill payments. Our client wanted to mitigate credit risk and generate new revenue streams through innovative solutions and personalized support.

Softude’s Role

Softude developed a user-friendly platform that consolidates all accounts into one, offering a clear financial overview, while facilitating budgeting through customizable tools and automated expense tracking. We incorporated features for managing bill payments and setting and tracking financial goals. Additionally, we added personalized insights and educational resources.

66%

Increase in Conversion Rates

71%

Increased Customer Engagement

58%

Reduction in Query Volume

Benefits in a Nutshell


Testimonial


quote image

Softude made additional efforts to understand our specific needs and delivered a solution that perfectly addressed them. Our customers love the new PFM tool, thanks to Softude's expertise – they're a fantastic partner!

More Case Studies


home-services-02-1

AI-Powered Customer Satisfaction Survey System

How an AI-driven survey system transformed feedback management for a global OEM, achieving an 81% retention rate.

Read more
home-services-02-1

AI-Powered-PTE-Test-Prep-App

How Softude created an AI-powered mobile app for a leading language solutions institute.

Read more
home-services-02-1

E-Wallet App for Payment

An e-wallet app for open banking payments and saving money on transactions.

Read more

Have a Project Idea?

Let's work together to bring your ideas to life and make a positive impact on your customers.
I Want to Connect
Let's Talk.