You face real challenges.
We deliver real solutions.
We create powerful software and tools that help financial institutions enhance their on-line offerings. Integrating seamlessly into your existing online presence, we augment your existing features with industry leading Personal Financial Management (PFM) and marketing tools.
The holistic nature of MoneyDesktop's personal financial management tools empowers users to take control of their finances by taking the guess-work out of their finances. Budgeting, account aggregation, debt management, bill pay reminders and mobile access are just a few of the tools in the MoneyDesktop arsenal that will directly benefit your online users.
"the overwhelming choice"
MoneyDesktop wowed our owner clients. They were the overwhelming choice for our first development project with an Online Financial Management firm. I look forward to the roll out and enhancing our credit union members’ online experience. MoneyDesktop’s tools seem to be a great fit for both our credit unions and their members’ goals for aggregation, personal financial management, and having access to easy to use debt elimination tool sets.
Randy Karnes | CEO - CU*Answers
Professional Services
We are committed to making every one of our customers successful, and we are just as dedicated to keeping MoneyDesktop services the most robust, yet easiest-to-use solutions on the market. MoneyDesktop also provides a full range of complementary client services that maximize our product's capabilities for your unique needs.
- Integrated online financial management tools
- Custom account aggregation
- Powerful cross-selling platform
- Marketing analytics and offer optimization
- Next generation mobile banking
- Training and creative services
