Strategy and Solutions
The client was a regional bank looking to deepen digital engagement and reduce customer churn. While its mobile banking app supported core transactions, customers lacked visibility into spending patterns, credit health, and financial planning. As fintech apps captured daily engagement, the bank wanted to embed personal finance tools directly into its existing mobile experience to strengthen relationships and unlock new revenue opportunities.
Customer engagement with the bank’s mobile app was largely transactional. Users logged in for balances and payments but relied on third-party apps for budgeting, credit insights, and financial planning. The bank needed to deliver PFM capabilities tightly integrated with its core systems -without introducing friction, compromising security, or fragmenting the user experience.
Zymr helped the bank transform its mobile app from a transactional channel into a financial guidance platform. By embedding PFM tools natively, the bank increased engagement, strengthened customer loyalty, and unlocked measurable growth in product adoption.
Zymr enhanced the bank’s mobile app with integrated PFM capabilities designed to increase daily usage and financial insight.
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