Status Money
Status Money is evolving into Quicken Simplifi, offering enhanced solutions for financial management and customer engagement while ensuring data privacy.
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Description
Status Money is transitioning to Quicken Simplifi, effective November 10th, 2023. This change involves the migration of existing Status Money accounts to Quicken Simplifi, providing users with an improved financial management experience. Users can continue to access their accounts using their current Status Money credentials, but the Status Money app and website will be discontinued after the transition.
The primary offerings include the Customer Engagement Engine, which utilizes AI-driven models to provide personalized insights aimed at enhancing customer interaction. This system allows financial institutions to maximize customer lifetime value through a streamlined three-step process involving installation, content integration, and customer engagement. Key features encompass automated content delivery, tailored communications, and a focus on meeting individual customer needs.
Additionally, the Social Personal Finance Management (PFM) tools will be part of this transition, allowing users to track net worth, monitor credit reports, and engage in peer comparisons. The platform supports account aggregation from over 12,000 financial institutions, offering features like cash flow projections, interest rate analysis, and immediate transaction alerts. Furthermore, all data linked to user accounts will be securely transferred to Quicken, maintaining a high standard of privacy and security. The Status Money rewards program will be discontinued immediately, and users who do not wish to transition can delete their accounts prior to the transition date.
For further details about the features and support options available with Quicken Simplifi, additional information will be provided before the transition date.
Features
Customer Engagement Engine
Enhances customer interaction through personalized insights, ensuring financial institutions can optimize customer lifetime value.
Social Personal Finance Management
Allows users to track net worth, credit reports, and engage with peer comparisons, facilitating informed financial decisions.
Account Aggregation
Supports aggregation from over 12,000 financial institutions, providing comprehensive financial tracking.
Data Privacy Assurance
Ensures secure transfer and privacy of personal data during the transition to Quicken Simplifi.
Tags
Documentation & Support
- Documentation
- Support
- Online Support