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OurCashFlow: Software for Personal Financial Management
OurCashFlow is a white-label personal financial management solution for banks and credit unions. More than 70 financial institutions have selected OurCashFlow to enhance their online services.
What makes our software unique?
FI branded and controlled – OurCashFlow adapts to existing online banking sites, integrating with the navigation, look and feel of each financial institution’s site. The Lodo brand remains transparent to end-users, ensuring that a bank’s brand remains the sole focus of their customers’ loyalty. Our multi-tenant support allows a bank holding company or bank processor to host a single instance of OurCashFlow that presents a unique logo or brand for each individual bank or branch in their system.
Architected for integration – OurCashFlow is designed to seamlessly integrate with online banking sites, back-end systems and external aggregation services. We have defined APIs to support single sign-on capabilities, link to core bank and check image systems, and enable configuration of PFM branding. Financial institutions can write to our interfaces or we can adapt our interfaces to accommodate legacy environments. Additionally, the core functions of OurCashFlow can be grouped within a tab or embedded as standalone functions or widgets in an online banking page.
Robust enterprise-class architecture – Lodo’s PFM software was built from the ground up to be hosted and managed by financial institutions, with user interfaces tailored for administrators and support staff. Built-in tools simplify the work of monitoring and managing system use and performance to help minimize IT overhead while ensuring a consistently high-quality experience for end-users.
Unique cross-selling and data mining capability – Our solution helps banks gain a deeper understanding of PFM users and their financial status, allowing them to tailor cross-sell offers and advice to add maximum value for their customers. Aggregated information is entirely under the financial institution’s control. It can be mined and managed by bank staff to launch new promotional campaigns that send the right message, to the right customers, at the right time.
With PFM use on the rise, now is the time for financial institutions to take the lead in providing online PFM access. With OurCashFlow, banks can leverage a holistic view of customers’ accounts to build loyalty and revenue like never before.
What makes our software unique?
FI branded and controlled – OurCashFlow adapts to existing online banking sites, integrating with the navigation, look and feel of each financial institution’s site. The Lodo brand remains transparent to end-users, ensuring that a bank’s brand remains the sole focus of their customers’ loyalty. Our multi-tenant support allows a bank holding company or bank processor to host a single instance of OurCashFlow that presents a unique logo or brand for each individual bank or branch in their system.
Architected for integration – OurCashFlow is designed to seamlessly integrate with online banking sites, back-end systems and external aggregation services. We have defined APIs to support single sign-on capabilities, link to core bank and check image systems, and enable configuration of PFM branding. Financial institutions can write to our interfaces or we can adapt our interfaces to accommodate legacy environments. Additionally, the core functions of OurCashFlow can be grouped within a tab or embedded as standalone functions or widgets in an online banking page.
Robust enterprise-class architecture – Lodo’s PFM software was built from the ground up to be hosted and managed by financial institutions, with user interfaces tailored for administrators and support staff. Built-in tools simplify the work of monitoring and managing system use and performance to help minimize IT overhead while ensuring a consistently high-quality experience for end-users.
Unique cross-selling and data mining capability – Our solution helps banks gain a deeper understanding of PFM users and their financial status, allowing them to tailor cross-sell offers and advice to add maximum value for their customers. Aggregated information is entirely under the financial institution’s control. It can be mined and managed by bank staff to launch new promotional campaigns that send the right message, to the right customers, at the right time.
With PFM use on the rise, now is the time for financial institutions to take the lead in providing online PFM access. With OurCashFlow, banks can leverage a holistic view of customers’ accounts to build loyalty and revenue like never before.