Centralize financial management for your customers

Industry research indicates that consumers want more control over their finances and that they prefer one central place to view and manage multiple accounts and banking relationships. The OurCashFlow solution provides individuals and small businesses with the convenience and flexibility to manage their accounts, assess their financial standing, and plan for the future from one central financial management hub – your Internet banking Web site. Offer new value to your online banking customers and strengthen your e-commerce strategy with this high-demand solution.

OurCashFlow™ – Fully integrated online financial management (OFM)

OurCashFlow, available through a strategic partnership with Lodo Software, Inc., is fully integrated with the NetTeller Online Banking™ solution, has a very similar look and feel, and is seamlessly accessible to users from a dedicated tab within NetTeller. OurCashFlow automatically categorizes transactions, tracks spending habits and savings goals, provides budgeting information, and presents user-defined alerts to bank customers via their preferred communication conduit. This comprehensive solution enables consumers and small businesses to easily access their accounts, offers the ability to obtain information about accounts held at other banks, and provides the ability to view and manage the data in an easy-to-use dashboard. OurCashFlow uses CashEdge as the standard aggregator and can also be implemented without the aggregation component, providing an attractive alternative for banks wanting an OFM-lite solution. This solution’s architecture allows easy customization so banks can private-label the solution and integrate it into their online banking site. Banks can also build targeted marketing and sales campaigns using the business and customer data this solution provides.  

Click on the links below for additional information:

Read a detailed overview of this product
Download a brochure now
Attend a FREE live interactive product demonstration
Request a recorded demonstration