Strategy and Solutions
The client was a regional bank seeking to deepen digital engagement and strengthen customer loyalty. While its mobile banking app supported core transactions, customers relied on third-party apps for budgeting, credit monitoring, and financial planning. The bank wanted to integrate personal finance tools directly into its mobile ecosystem to increase stickiness and unlock cross-product growth.
Zymr was engaged to design and implement embedded PFM capabilities within the existing banking platform.
Digital engagement remained limited to balance checks and bill payments. Customers lacked visibility into spending trends and credit health within the bank’s ecosystem. This fragmentation reduced opportunities for personalized product recommendations and weakened loyalty. Any PFM integration needed to connect seamlessly with core banking systems while preserving security, compliance, and performance.
Zymr helped the bank transform its mobile app from a transactional utility into a financial engagement platform. By embedding PFM capabilities, the bank increased loyalty, improved cross-sell performance, and strengthened its digital relationship with customers.
Zymr embedded a comprehensive PFM module into the bank’s mobile application.
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