eWise secures contract with Yorkshire Building Society to provide new PFM service

12 March 2013

eWise is the leading international provider of PFM and Account Aggregation solutions

eWise, a leading international provider of Personal Financial Management (PFM) and Account Aggregation solutions, today announced a multi-year agreement with Yorkshire Building Society in the UK, to bring PFM services to Yorkshire's online customers.

"We are pleased to offer our valued customers the benefit of securely viewing and managing their financial life through a single application," said David Henderson, General Manager, Group Services at Yorkshire Building Society. "With this new service, customers will instantly have access to a comprehensive view of all their online accounts so they can make informed financial decisions, save time and save money."

The eWise PFM solution offers a full suite of consumer services, including comprehensive account data access (through private and secure Account Aggregation technology), account monitoring, transaction data, spend categorisation, net worth, single sign-on and creating and managing budgets, which give end-users a powerful tool to manage their finances online. eWise PFM also features targeted offer management capabilities that help financial institutions create and manage cross-selling campaigns, built to deliver financial benefits to each individual consumer specifically. eWise PFM is designed to be highly flexible, integrating with financial institutions’ online banking and adopting the look and feel of the provider’s existing websites.

"We are delighted to have been chosen by Yorkshire Building Society to provide our comprehensive Personal Financial Management solution," said Mark Matthews, Managing Director at eWise, UK. "eWise brings many years of expertise in providing PFM and Account Aggregation solutions to financial institutions in the UK. We are looking forward to working closely with the Yorkshire Building Society in providing a powerful and valuable online experience for its customers and an outstanding return on investment to the building society."

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