Chatbots in PFM and Banking: From Apps to Personal Bot Assistants

With the rising bar of customer expectations, the need for faster, safer and highly personalized solutions in personal finance management grows beyond measure. PFM platforms were born to satisfy the need in sophisticated tools for budget planning and tracking. PFM apps made it easy for users to keep up with their expenses and track data across multiple sources like banks accounts, payment cards, etc.

However, as everything in the tech and finance world, PFM solutions are evolving and recently spotlighted chatbots may play an important role in it. Gi ...

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