Fusion Digital Platform Personal Financial Management

Fusion Digital Platform Personal Financial Management is a B2B solution provided by Finastra that enables banks to offer personal financial management tools to their customers. It focuses on helping users manage finances, track spending, set goals, and provides features like transaction enrichment and categorization. The platform aims to enhance customer engagement and provide banks with insights into customer needs.

The candidate, Fusion Digital Platform Personal Financial Management, is a B2B solution for banks to offer PFM tools to their customers, rather than a direct-to-consumer financial education platform. While it includes features like social sharing and categorization of transactions, its core purpose is not content-driven financial education as described in the concept. It focuses on financial management tools, budgeting, and goal setting for bank customers.