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AI Personal Financial Manager
AI Personal Financial Manager
AI Personal Financial Manager
Genify’s chat-based personalized finance assistant. Built using Genify’s industry-leading APIs for transaction enrichment and transaction analytics, on top of an open-source LLM.
Genify’s chat-based personalized finance assistant. Built using Genify’s industry-leading APIs for transaction enrichment and transaction analytics, on top of an open-source LLM.
Genify’s chat-based personalized finance assistant. Built using Genify’s industry-leading APIs for transaction enrichment and transaction analytics, on top of an open-source LLM.
Robust Credit Scoring
Robust Credit Scoring
Robust Credit Scoring
Full PFM Access via Chat Interface
Full PFM Access via Chat Interface
Full PFM Access via Chat Interface
Genify brings a comprehensive PFM experience directly to your chat interface. Powered by an optimized open-source LLM and years of PFM software expertise, this unified solution combines all Genify APIs in a single product, offering seamless Personal Financial Management without needing a complex front end.
Genify brings a comprehensive PFM experience directly to your chat interface. Powered by an optimized open-source LLM and years of PFM software expertise, this unified solution combines all Genify APIs in a single product, offering seamless Personal Financial Management without needing a complex front end.
Genify brings a comprehensive PFM experience directly to your chat interface. Powered by an optimized open-source LLM and years of PFM software expertise, this unified solution combines all Genify APIs in a single product, offering seamless Personal Financial Management without needing a complex front end.
Spending Analysis
Provide users with detailed insights into their spending habits, categorized by type, merchant, and location, to promote informed financial decision.
Spending Analysis
Provide users with detailed insights into their spending habits, categorized by type, merchant, and location, to promote informed financial decision.
Spending Analysis
Provide users with detailed insights into their spending habits, categorized by type, merchant, and location, to promote informed financial decision.
Spending Analysis
Provide users with detailed insights into their spending habits, categorized by type, merchant, and location, to promote informed financial decision.
Tailored Risk Profile
Set a score threshold based on your risk appetite for automatic applicant acceptance and rejection, calibrate the credit scoring model to your own borrower base, and add filtering rules via Genify’s API.
Tailored Risk Profile
Set a score threshold based on your risk appetite for automatic applicant acceptance and rejection, calibrate the credit scoring model to your own borrower base, and add filtering rules via Genify’s API.
Tailored Risk Profile
Set a score threshold based on your risk appetite for automatic applicant acceptance and rejection, calibrate the credit scoring model to your own borrower base, and add filtering rules via Genify’s API.
Tailored Risk Profile
Set a score threshold based on your risk appetite for automatic applicant acceptance and rejection, calibrate the credit scoring model to your own borrower base, and add filtering rules via Genify’s API.
Credit Scorecard Dashboard
Review applicant profiles and scorecards one by one in our intuitive dashboard, for edge cases manual override or spot checks to the scoring model.
Credit Scorecard Dashboard
Review applicant profiles and scorecards one by one in our intuitive dashboard, for edge cases manual override or spot checks to the scoring model.
Credit Scorecard Dashboard
Review applicant profiles and scorecards one by one in our intuitive dashboard, for edge cases manual override or spot checks to the scoring model.
Credit Scorecard Dashboard
Review applicant profiles and scorecards one by one in our intuitive dashboard, for edge cases manual override or spot checks to the scoring model.
Features
Features
Spending Analysis
Provide users with detailed insights into their spending habits, categorized by type, merchant, and location, to promote informed financial decisions.
Spending Analysis
Provide users with detailed insights into their spending habits, categorized by type, merchant, and location, to promote informed financial decisions.
Spending Analysis
Provide users with detailed insights into their spending habits, categorized by type, merchant, and location, to promote informed financial decisions.
Spending Analysis
Provide users with detailed insights into their spending habits, categorized by type, merchant, and location, to promote informed financial decisions.
Financial Planning
Assist users in setting personalized budgets and savings goals, offering tailored recommendations to achieve their financial objectives.
Financial Planning
Assist users in setting personalized budgets and savings goals, offering tailored recommendations to achieve their financial objectives.
Financial Planning
Assist users in setting personalized budgets and savings goals, offering tailored recommendations to achieve their financial objectives.
Financial Planning
Assist users in setting personalized budgets and savings goals, offering tailored recommendations to achieve their financial objectives.
Saving Tips
Provide actionable advice based on users' unique spending patterns and peer comparisons to help them reduce expenses and increase savings.
Saving Tips
Provide actionable advice based on users' unique spending patterns and peer comparisons to help them reduce expenses and increase savings.
Saving Tips
Provide actionable advice based on users' unique spending patterns and peer comparisons to help them reduce expenses and increase savings.
Saving Tips
Provide actionable advice based on users' unique spending patterns and peer comparisons to help them reduce expenses and increase savings.
Multi-Lingual
Enrich transactions in English, العربية, русский, 中文 or any other language.
Multi-Lingual
Enrich transactions in English, العربية, русский, 中文 or any other language.
Multi-Lingual
Enrich transactions in English, العربية, русский, 中文 or any other language.
Multi-Lingual
Enrich transactions in English, العربية, русский, 中文 or any other language.
Bank’s Product Information
Present relevant banking products, such as accounts, cards, loans, and subscriptions, assessing eligibility in real-time through user interactions.
Bank’s Product Information
Present relevant banking products, such as accounts, cards, loans, and subscriptions, assessing eligibility in real-time through user interactions.
Bank’s Product Information
Present relevant banking products, such as accounts, cards, loans, and subscriptions, assessing eligibility in real-time through user interactions.
Bank’s Product Information
Present relevant banking products, such as accounts, cards, loans, and subscriptions, assessing eligibility in real-time through user interactions.
On-Prem/Private Cloud
Provide flexible deployment options, including on-premises and private cloud solutions, to ensure data security and compliance.
On-Prem/Private Cloud
Provide flexible deployment options, including on-premises and private cloud solutions, to ensure data security and compliance.
On-Prem/Private Cloud
Provide flexible deployment options, including on-premises and private cloud solutions, to ensure data security and compliance.
On-Prem/Private Cloud
Provide flexible deployment options, including on-premises and private cloud solutions, to ensure data security and compliance.
Grow your share of wallet thanks to Genify’s enriched transaction data
Grow your share of wallet thanks to Genify’s enriched transaction data
Bank Product Information Retrieval
Allow retail banking users to inquire about specific banking products via chat. Users can instantly access detailed product information from product sheets and webpages, tailored to their requests.
Bank Product Information Retrieval
Allow retail banking users to inquire about specific banking products via chat. Users can instantly access detailed product information from product sheets and webpages, tailored to their requests.
Bank Product Information Retrieval
Allow retail banking users to inquire about specific banking products via chat. Users can instantly access detailed product information from product sheets and webpages, tailored to their requests.
Bank Product Information Retrieval
Allow retail banking users to inquire about specific banking products via chat. Users can instantly access detailed product information from product sheets and webpages, tailored to their requests.
Personalized Savings Plans
Enable users to ask for tailored savings plans through chat, such as "How can I save for a trip to Thailand?" The assistant provides a clear, customized savings plan based on user inquiries and spending habits.
Personalized Savings Plans
Enable users to ask for tailored savings plans through chat, such as "How can I save for a trip to Thailand?" The assistant provides a clear, customized savings plan based on user inquiries and spending habits.
Personalized Savings Plans
Enable users to ask for tailored savings plans through chat, such as "How can I save for a trip to Thailand?" The assistant provides a clear, customized savings plan based on user inquiries and spending habits.
Personalized Savings Plans
Enable users to ask for tailored savings plans through chat, such as "How can I save for a trip to Thailand?" The assistant provides a clear, customized savings plan based on user inquiries and spending habits.
Recurring Transactions Insights
Users can inquire about their recurring transactions and subscriptions via chat. The assistant responds with a list of merchants, recurring amounts (or averages), and monthly payment dates, helping users track and manage regular expenses effectively.
Recurring Transactions Insights
Users can inquire about their recurring transactions and subscriptions via chat. The assistant responds with a list of merchants, recurring amounts (or averages), and monthly payment dates, helping users track and manage regular expenses effectively.
Recurring Transactions Insights
Users can inquire about their recurring transactions and subscriptions via chat. The assistant responds with a list of merchants, recurring amounts (or averages), and monthly payment dates, helping users track and manage regular expenses effectively.
Recurring Transactions Insights
Users can inquire about their recurring transactions and subscriptions via chat. The assistant responds with a list of merchants, recurring amounts (or averages), and monthly payment dates, helping users track and manage regular expenses effectively.
Peer Spending Comparison
Users can ask how their spending profile compares to their income or age group peers. The assistant provides insights based on bank-defined segments, helping users understand and optimize their spending.
Peer Spending Comparison
Users can ask how their spending profile compares to their income or age group peers. The assistant provides insights based on bank-defined segments, helping users understand and optimize their spending.
Peer Spending Comparison
Users can ask how their spending profile compares to their income or age group peers. The assistant provides insights based on bank-defined segments, helping users understand and optimize their spending.
Peer Spending Comparison
Users can ask how their spending profile compares to their income or age group peers. The assistant provides insights based on bank-defined segments, helping users understand and optimize their spending.
Mortgage Advisor Support
Mortgage advisors can access detailed spending data on applicants to guide conversations with potential borrowers. If an applicant is initially rejected, the advisor can offer actionable feedback on spending adjustments needed to qualify for a mortgage.
Mortgage Advisor Support
Mortgage advisors can access detailed spending data on applicants to guide conversations with potential borrowers. If an applicant is initially rejected, the advisor can offer actionable feedback on spending adjustments needed to qualify for a mortgage.
Mortgage Advisor Support
Mortgage advisors can access detailed spending data on applicants to guide conversations with potential borrowers. If an applicant is initially rejected, the advisor can offer actionable feedback on spending adjustments needed to qualify for a mortgage.
Mortgage Advisor Support
Mortgage advisors can access detailed spending data on applicants to guide conversations with potential borrowers. If an applicant is initially rejected, the advisor can offer actionable feedback on spending adjustments needed to qualify for a mortgage.
Competitive Product Comparison for Bank Staff
Bank staff can use the chat assistant to compare banking products against competitors, like checking monthly interest rates on specific credit cards. The system provides updated text or table format information, helping product
Competitive Product Comparison for Bank Staff
Bank staff can use the chat assistant to compare banking products against competitors, like checking monthly interest rates on specific credit cards. The system provides updated text or table format information, helping product
Competitive Product Comparison for Bank Staff
Bank staff can use the chat assistant to compare banking products against competitors, like checking monthly interest rates on specific credit cards. The system provides updated text or table format information, helping product
Competitive Product Comparison for Bank Staff
Bank staff can use the chat assistant to compare banking products against competitors, like checking monthly interest rates on specific credit cards. The system provides updated text or table format information, helping product
Customer Service Assistance for Product Information
Customer service agents, regardless of training, can input customer questions about specific products into the chat interface and retrieve accurate, up-to-date information almost instantly, improving response quality and speed.
Customer Service Assistance for Product Information
Customer service agents, regardless of training, can input customer questions about specific products into the chat interface and retrieve accurate, up-to-date information almost instantly, improving response quality and speed.
Customer Service Assistance for Product Information
Customer service agents, regardless of training, can input customer questions about specific products into the chat interface and retrieve accurate, up-to-date information almost instantly, improving response quality and speed.
Customer Service Assistance for Product Information
Customer service agents, regardless of training, can input customer questions about specific products into the chat interface and retrieve accurate, up-to-date information almost instantly, improving response quality and speed.
Insights
Why Genify?
Your partner to unlock value in transaction data
Ease of Integration
Via a vast, well-documented set of API endpoints
On Premises or Cloud
Our API runs on your premises or in the cloud, thanks to a hybrid build since Day 1
Home
Card
Profile
Transaction
Total balance
$42,295.00 USD
Toni Kross
Good Morning
$300 Budgeted
Shopping Online
$230
$400 Budgeted
Groceries
$201
$400 Budgeted
Food & Drink
$201
$120 Budgeted
Beauty
$40
$120 Budgeted
Health
$10
ISO 27001
Our servers are ISO 27001 certified, and our data usage is compliant with GDPR
Continuous Upgrades
Your subscription gives access to new features, sourced directly from our existing users
Insights
Why Genify?
Your partner to unlock value in transaction data
Ease of Integration
Via a vast, well-documented set of API endpoints
On Premises or Cloud
Our API runs on your premises or in the cloud, thanks to a hybrid build since Day 1
ISO 27001
Our servers are ISO 27001 certified, and our data usage is compliant with GDPR
Continuous Upgrades
Your subscription gives access to new features, sourced directly from our existing users
Insights
Why Genify?
Your partner to unlock value in transaction data
Ease of Integration
Via a vast, well-documented set of API endpoints
On Premises or Cloud
Our API runs on your premises or in the cloud, thanks to a hybrid build since
Day 1
ISO 27001
Our servers are ISO 27001 certified, and our data usage is compliant with GDPR
Continuous Upgrades
Your subscription gives access to new features, sourced directly from our existing users
Home
Card
Profile
Transaction
Total balance
$42,295.00 USD
Toni Kross
Good Morning
$300 Budgeted
Shopping Online
$230
$400 Budgeted
Groceries
$201
$400 Budgeted
Food & Drink
$201
$120 Budgeted
Beauty
$40
$120 Budgeted
Health
$10
Insights
Why Genify?
Your partner to unlock value in transaction data
Ease of Integration
Via a vast, well-documented set of API endpoints
On Premises or Cloud
Our API runs on your premises or in the cloud, thanks to a hybrid build since Day 1
ISO 27001
Our servers are ISO 27001 certified, and our data usage is compliant with GDPR
Continuous Upgrades
Your subscription gives access to new features, sourced directly from our existing users
Experience Enhanced Data Insights – Try for Free
Enrich your data with fields like category, merchant logo, merchant name, website, and sustainability metrics. Try it now – it's free and easy to integrate.
Experience Enhanced Data Insights – Try for Free
Enrich your data with fields like category, merchant logo, merchant name, website, and sustainability metrics. Try it now – it's free and easy to integrate.
Experience Enhanced Data Insights – Try for Free
Enrich your data with fields like category, merchant logo, merchant name, website, and sustainability metrics. Try it now – it's free and easy to integrate.
Experience Enhanced Data Insights – Try for Free
Enrich your data with fields like category, merchant logo, merchant name, website, and sustainability metrics. Try it now – it's free and easy to integrate.
Genify AI Technologies LTD is registered in the UAE at ADGM, with license 000007634.
Privacy Policy
·
Terms of Conditions
Genify AI Technologies LTD. All rights reserved.
Genify AI Technologies LTD is registered in the UAE at ADGM, with license 000007634.
Privacy Policy
·
Terms of Conditions
Genify AI Technologies LTD. All rights reserved.
Genify AI Technologies LTD is registered in the UAE at ADGM, with license 000007634.
Privacy Policy
·
Terms of Conditions
Genify AI Technologies LTD. All rights reserved.
Genify AI Technologies LTD is registered in the UAE at ADGM, with license 000007634.
Privacy Policy
·
Terms of Conditions
Genify AI Technologies LTD. All rights reserved.