Popular launches personal financial manager
Camille Burckhart, senior vice president of technology, Moisés Peña, IT project manager and Rachid Molinary, assistant vice president of technology for Popular.
Banco Popular recently unveiled its new “Personal Financial Manager” tool to enable its customers to manage their money through the “Mi Banco” service.
The new instrument “provides a platform where everyone benefits from a free access to an analysis of their bank accounts. Popular looks to offers its clients services and elements that add value and benefits,” said Camille Burckhart, senior vice president of technology.
The tool categorizes the users’ expenses through graphics and specific data. It also offers the option of using the platform’s predetermined categories and subcategories, or even create new ones. Among the predetermined categories are: food, gas, health, clothes, and entertainment. This way, the user can identify and control their expenses.
Meanwhile, the money-management tool also provides filters — debit, cash flow, credit, time, category — to show the transactions in an organized way. Although the service will list all of the customers’ bank accounts by default, the user can choose which ones they want to see displayed.
“Mi Banco” users can request an invitation to use the service at www.popular.com/financialtool.
