Empower Your Account Holders to Achieve Financial Wellness Goals
Help your account holders gain personalized financial insights to manage their money and achieve financial goals.
Q2 CPFM
Strengthen engagement and profitability with an integrated PFM experience.
It’s cumbersome to use separate platforms for financial management and digital banking. Q2 Contextual Personal Financial Management™ (CPFM) directly integrates with digital banking, making it seamless for account holders to take charge of their finances.
Key benefits include:
- Gain insight into account holders’ consumer financial data and behaviors
- Offer enhanced data visualization
- Make categorization and cleansing simple and automated
Integrated Card Management
Provide a seamless experience of card management functionality.
Give your account holders the ability to manage their cards as well as set controls and create alerts on all their devices in one solution. Q2's integrated card management brings faster card issuance or replacement, mobile wallet enablement, travel notifications, alerts, and more.
Key benefits include:
- Reduce account holder anxiety
- Maintain the flow of interchange
- Keep your card top-of-wallet
Q2 Goals
Encourage saving and gain valuable behavior data.
For some account holders, it’s difficult to manage money when it’s all in one big savings account. With Q2 Goals™ your account holders can transfer specific amounts into categorized accounts reducing the effort required to save. By helping account holders reduce debt, save money, and improve their financial health, FIs can gain trust and build loyalty.
Key benefits include:
- Gain insights into your account holder's purchases and future needs
- Earn trust and loyalty
- Gain deposit growth
Q2 SMART
Leverage your online banking data to promote financial wellness.
Using millions of data points from online banking transactions, Q2 SMART™ identifies behaviors that suggest interest in particular products. You can use these suggestions to build out and manage targeted marketing campaigns—all within a single, easy-to-use platform to continue to promote ways your account holders can stay financially fit and achieve goals.
Key benefits include:
- Propel dynamic personalization
- Get the right message to the right user at the right time
- Promote, inform and educate users
- Understand who your users are and what they own
Ready to empower your end users to achieve their Financial Wellness Goals?
When your account holders can make informed decisions about their financial circumstances with easy-to-use financial wellness tools, stronger loyalty and deeper relationships take place.