FinovateEurope 2011 / Strands

Presenter Profile:

How they describe themselves: Strands Personal Finance (SPF) is a leading provider of PFM solutions to global financial institutions and consumers. Strands PFM provides banks an ability to further engage customers and help users manage their money efficiently. The application allows users to analyze spending, set budgets, compare themselves to a peer community and save money with targeted recommendations. The application allows banks to strengthen their customer relationships, gain valuable customer data, and develop enhanced cross marketing opportunities. Strands PFM technology also powers the 2010 Webby award winning consumer PFM site, moneyStrands. SPF has offices in San Francisco and Barcelona. Web: or

How they describe their product/innovation: Strands Personal Finance Business Intelligence solution (SPF BI) is a web based application that utilizes the user data from a Strands PFM solution and allows banks to easily gain insights and take action to improve the adoption, ROI and profit of PFM solutions. SPF BI will include a dashboard for banks to: (1) quickly and easily access the data from the PFM, (2) visualize key metrics, (3) personalize and customize the PFM and (4) measure ROI and/or key KPIs. These features are designed to provide banking executives with powerful customer information and link data to customer behavior. This increases the opportunity to provide targeted marketing.


Bus. Dev., Sales: Edward Chang, VP Strategy & Business Development,
Press: Alla Oks, Marketing Director Personal Finance Products,
Sales:, +90 212 254 4895

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