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Personal Finance Management as a service for banks and financial institutions to drive customer engagement and product usage.

getxerpa empowers banks to build better customer experiences in just weeks, using our low-codebanking components with personalizable personal finance management widgets and APIs. With these, banks can create new savings and investment experiences, help their customers take control of their spending and receive personalized advice based on their financial goals, behaviors and life cycle.

Partner Type

Visa Ready: Fintech Partner Connect


Fintech Partner Connect: Personal Finance Management

Fintech Partner Connect: getxerpa Solution


Fintech Partner Connect: getxerpa Solution

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Personal Finance Management

Solution Information

Digital banking is about speed and better customer experiences. Through our low-code platform, banks and financial institutions can design in hours and launch in just weeks better digital banking experiences for their customers, with easy to integrate APIs and widgets in their digital channels. Help your customers take control of their money and you’ll win their preference, increasing product and channel usage and retention.

Our main product features are:

  • Rule and goal-based savings, where customers can personalize their savings and save based on their everyday activities.
  • Gain control of their finances, where we automatically categorize the user’s transaction, show them where their money is going and propose smart budgets.
  • Personalized advice based on their short- and long-term goals.
getxerpa mobile app home screen with icons for app capabilities
getxerpa mobile app screen for financial management
getxerpa mobile app screen for analytics and data
Operating Countries