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    • Retail & SME Cashflow Insights

    Generate 40+ cashflow insights & forecasts for credit decision and monitoring in seconds.

    Retail & SME Cashflow Insights

    Generate 40+ cashflow insights & forecasts for credit decision and monitoring in seconds.

    Leverage cashflow insights & forecasts to shorten & improve retail and SME lending processes or formulate a targeted cross-selling strategy using banking data.
    Use cases
    Enhance lending decision
    Improve credit monitoring & lending product targeting
    Create a straight through approval process
    Customer Insights for Relationship Managers / Branches
    Product Breakdown
    Features by Usecase
    SME

    SME

    Cash Inflow & Outflow Analysis

    Data Export & Integration

    POS/Merchant Identification

    Relationship Analysis

    Cashflow Forecast

    Irregular Transactions

    Recurring Transactions

    Red Flag Detection

    Data Export & Integration

    Retail

    Retail

    Salary & Other Income Detection

    Expense Analysis

    Monthly Report

    Cashflow Forecast

    Red Flag Detection

    Wealth Opportunity Detection

    PDF Parsing & OCR

    Data Export & Integration

    Get in touch with us
    Name
    Company
    Email
    Email us at <a href="mailto:hello@planto.hk">hello@planto.hk</a> to learn more about the power of PFM & personalization
    Contact Us

    Email us at hello@planto.hk to learn more about the power of PFM & personalization

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