Business Finance Manager
The 360-degree financial cockpit for SMEs enables your business customers to keep an eye on their finances at all times and focus entirely on their core business.
The 360-degree financial cockpit for SMEs enables your business customers to keep an eye on their finances at all times and focus entirely on their core business.
Contact our expertsThe Finance Manager for SMEs
The Business Finance Manager (BFM) is an easy-to-understand financial cockpit developed especially with small businesses in mind. It provides your customers with a complete overview of all connected accounts, thus ensuring greater transparency about the financial situation of SMEs – making liquidity planning a secondary matter.
Helpful tools for business customers
Business banking with advanced search
With the semantic search across all accounts, cards and transactions, users can quickly find what they’re looking for. Additional filters offer further criteria to refine and narrow down the search query.
Liquidity planning
Liquidity planning helps companies plan their future financial needs. The aggregated view of all expected income and expenditure, supplemented by AI predictions, makes it easy for users with little financial knowledge to better manage their finances.
Business analytics
The improved business analytics help users to understand their business situation and possible trends. The cash-in, cash-out and cash-net-flow are directly displayed, while a forecast of the liquidity development within a certain period is also possible.
Understand
Dashboard and business analytics to better understand the financial situation
Coach
Liquidity planning and actionable insights for SMEs
Enable
Achieve financial goals & ensure business success
A 360-degree overview of customer behaviour
Swiss open banking lays the foundation for multibanking. Multibanking enables business customers to manage multiple bank accounts from different institutions in one central location – our Business Finance Manager.
Since all transactions across the linked accounts are pooled in one place, the informative value of the analytics insights increases. What’s more, liquidity planning across all accounts is significantly simplified. Our financial cockpit generates tangible added value and directly strengthens customer loyalty.
As a bank, you reap the benefits of having a comprehensive overview of your customers. You can better respond to the needs of customers and exploit the sales potential through cross and up-selling. (Available interfaces*: EBICS, bLink)
Engagement platform for customers
The personalised and automated engagement platform in the BFM. Insights are generated and displayed in the BFM dashboard or in a dedicated widget in e-banking. Our insights are based on aggregated banking data, advanced statistics and AI technology. Among other things, they provide information about:
- Significant and atypical transactions
- Outgoing payments to new recipients
- Recurring payments
- Transactions that are above a certain threshold
Not all your questions answered yet?
Do you have questions about our finance management and analytics solutions? Simply get in touch! We’re happy to help you.
Contact us
Andreas Lenke
Manager Strategic Projects at Thurgauer Kantonalbank
« With the personal financial assistant, we offer our customers great added value right from the start of the new portal and can, among other things, fulfil their wish for a clear and attractive presentation of their private finances. »
Christoph Wille
Head of Sales Channels and Member of the Executive Board at Valiant Bank AG
« With the Multibanking Service we are responding to the high demand from our business customers for a comprehensive overview of their accounts with Valiant and other banks. In combination with the BFM, we are offering an exclusive service in Switzerland, enabling SMEs to easily manage their finances and liquidity across banks. This represents a clear differentiating factor and strengthens our position as a modern SME bank. »
Dominik Gabler
Data Scientist at SZKB
« The solutions in analytics and machine learning make it possible to analyze and address individual customer needs and use the insights gained profitably. Contovista is an ideal partner and source of inspiration for Schwyzer Kantonalbank and regularly provides inspiration on how we can exploit untapped business potential in the digital world. »
Dr. Simon Youssef
Co-founder Neon
« As a young Fintech we were looking for a dynamic product and besides the clean API interface the fast and unbureaucratic cooperation with Contovista convinced us from the beginning. »
Fabian Marti
Head of Digital Solutions at Aargauischen Kantonalbank
« Digitization covers all areas of a company and is becoming increasingly important in the financial sector. With Contovista's financial assistants, we therefore offer our private and business customers modern extensions to the AKB portal. The services were immediately received positively by our customers and make digital banking even more personal »
Roland Zwyssig
Viseca Payment Services SA, Senior Advisor
« The cooperation with Contovista can help established financial institutions to introduce innovative services and functions faster. Viseca strives to play a pioneering role in the digitisation of credit cards and, together with partners from the Fintech sector, to create added value for both partner banks and credit card customers. »
Rouven Leuener
CPO at radicant
« With Contovista, we have found a solid partner in the Swiss market whose Carbon Footprint Manager optimally complements our offering. This gives our customers an important tool to calculate their individual carbon footprint based on their consumption behaviour and compare it with the Swiss average. »
