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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 Illustration

Carbon Footprint Manager

ESG and sustainability are mega trends – including in the financial industry. Contovista’s Carbon Footprint Manager calculates an individual’s carbon footprint based on transactions and compares their personal CO₂ consumption to the Swiss average.
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Multibanking for KMUs Illustration

Multibanking for Retail

Thanks to automatic account aggregation with multibanking, your customers benefit from automated account balancing, accurate categorisation of transactions and a consolidated overview of all finances in real time with just one login.
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Personalisierte Produktempfehlung Illustrations

Personalised product recommendations

Thanks to automated data analytics and personalised storytelling, individually tailored product recommendations with a high probability of closing can be displayed in the Personal Finance Manager (PFM).
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Multibanking for KMUs Illustration

Multibanking for SMEs

Open banking lays the foundation for multibanking. Business customers can use the Business Finance Manager to manage multiple bank accounts in a central location – including accounts at other institutions.
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Generate more with data-driven banking

Steigerung der Abschlussrate bei Privatkredit-Kampagne

%

Increase in close rate for personal loan campaigns.

Höhere durchschnittliche Investitionssumme in Wertpapiere

x

Higher average amount invested in securities.

Steigerung der Abschlussrate im Kreditkartenvertrieb

x

Increase in the close rate for credit card sales.

Our finance management and data analytics solutions

AI Personal Finance Manager
Business Finance Manager
Enrichment Engine

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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Home_PFM Mockup

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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Home_BFM Mockup 2

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 Icons

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

Data-driven banking news in your inbox

Insights and practical tips from the world of data-driven banking and analytics - regulary in your inbox. Stay informed about new case studies, product updates, event invitations and news from the world of Contovista.