Overview:
Help clients get the most out of Piere by reviewing Xray insights, transaction breakdowns, and progress metrics.
Key Features to Highlight:
- Xray Insights
This tool gives clients actionable suggestions to save money, avoid fees, and pay off debt faster—based on their own spending patterns. - Custom Reports
Teach clients how to filter their transactions and reports by merchant, account, or category. This makes it easy to spot overspending or track improvements over time. - Trends
Clients can compare spending between two different months, perfect for quickly viewing the impact of financial changes recommended by their counselor - Growth
The growth tab tracks their assets and liabilities over time to translate their spending discipline to increasing net worth and less debt
Support Reminder:
For app-related questions, clients can contact the Piere support team via the app’s settings menu. For financial guidance, you (their counselor) remain their go-to resource.