Integration of the Latest Technologies in Personal Finance Software to Deliver Personalized and Tailored Digital Experience

Published: Aug 2022

The personal finance software market is anticipated to grow at a considerable CAGR of 5.6% during the forecast period. With the continuous development and deployment of advanced technologies, several companies are introducing simple financial management solutions equipped with up-to-date features, offering a way to customers in helping them make the right financial decisions. Key market players such as Buxfer,  Intuit, Money Dashboard, and Quicken are undergoing various business strategies to sustain their position in the personal finance software market. For instance, in January 2020, Quicken released Simplifi, a personal finance app to help a new generation of consumers easily manage their finances. Simplifi offers a simple way for consumers to see a consolidated view of all their accounts, track day-to-day spending, and achieve savings goals. Simplifi delivers a transparent, ad-free experience and comes with features such as watchlists, budgeting, projected balances, and savings goals.

Browse the full report description of “Personal Finance Software Market Size, Share & Trends Analysis Report by Product Type (Web-based Software and Mobile-based Software), and by End-User (Small Business Users, and Individual Consumers) Forecast Period (2022-2028)” at https://www.omrglobal.com/industry-reports/personal-finance-software-market

Moreover, with the integration of the latest technologies in personal finance software is allowing developers to personalize the software and offer tailored digital experiences as per consumers’ demands, which is further adding to the market growth. This is increasing the deployment of artificial intelligence (AI) and Big Data to understand consumers’ behavior and to deliver a customized experience to the consumer. Additionally, the use of AI to interact with consumers and provide instant response and quick complaint resolution to improve customer satisfaction is increasing the adoption of personal finance software, therefore propelling the industry's growth. For instance, In November 2019, Bank of Georgia, a UK-incorporated holding company launched a new retail banking solution named MBank. The company claims the solution is powered by artificial intelligence (AI) to help provide customers with a tailored digital experience. MBank features smart personal finance management to aid users to track their spending and categorizing their finances, income, and expenses. 

Market Coverage

The market number available for – 2021-2028

Base year- 2021

Forecast period- 2022-2028

Segment Covered- 

o By Product Type

o By End-User

Regions Covered-

o North America

o Europe

o Asia-Pacific

o Rest of the World

Competitive Landscape- Buxfer, Inc, Intuit Inc., Money Dashboard Ltd., Quicken Inc., You Need A Budget LLC, and others.

Key questions addressed by the report

What is the market growth rate?

Which segment and region dominate the market in the base year?

Which segment and region will project the fastest growth in the market?

Who is the leader in the market?

How are players addressing challenges to sustain growth?

Where is the investment opportunity?

Personal Finance Software Market Report Segment

By Product Type

  • Web-based Software 
  • Mobile-based Software 

By End-User

  • Small Business Users
  • Individual Consumers

Personal Finance Software Market Report Segment by Region

North America

United States

Canada

Europe

UK

Germany

Italy

Spain

France

Rest of Europe 

Asia-Pacific

China

India 

Japan

South Korea

Rest of Asia-Pacific 

Rest of the World

Latin America 

Middle East & Africa


To learn more about this report request a free sample copy @ https://www.omrglobal.com/request-sample/personal-finance-software-market