Search Results: PFM

Banks Are at Risk of Losing PFM to Fintechs (And How to Change That)

Personal financial management apps are key to attracting today's consumers. Right now, fintechs have the lead, but it's not insurmountable.

PFM 2.0: Reigniting The Personal Financial Management Revolution in Banking

Thanks to the power of data analytics and AI, banking providers can now leverage personal financial management tools in new ways.

The Banking Industry’s Guide to Major PFM Providers

Personal financial management tools need to do more than simple budgeting. Here are seven solutions that provide analytics that can help consumers assess their overall financial health.

Citibank Launches PFM Mobile App to Steal Customers

Citibank mobile app allows customers and non-customers to access digital banking functionality including aggregation and financial insights.

What’s The Real Truth About PFM Usage and Impact?

The real ROI of PFM doesn't come from simply incorporating budgeting, categorization, and graphing tools into your digital banking platform.

PFM is Dead. Long Live Data-Driven Money Management

Personal financial management (PFM) tools are becoming an integral component in many of the best mobile banking applications.

The PFM Mystery: How to Quadruple Adoption Rates?

After stumbling for years to decipher the PFM riddle, some financial institutions have found magic, with adoption rates as high as 50%.

New Developments In PFM User Interface Design

In a world where firms are supposed to provide customized offerings, PFM design has been a one-size-fits-all world. But not for long.

Is Digit The PFM App To Finally Get America to Save?

Saving money challenges the majority of Americans. Digit combines simplicity & consumer analytics to build savings automatically.

Delivering a Digital PFM Solution: One Bank’s Journey

Offering Personal Financial Management solutions is an important decision in banking. One banker shares his implementation experience.

Next Gen PFM: Contextual Money Management

While the demand for standalone PFM never materialized, digital money management with real-time insights is finally about to take off.

Financial Institutions Flock To PFM Tool Boasting ‘Bubble Budgets’

MoneyDesktop's unique and eye-catching user interface is driving impressive adoption rates of PFM among banking onsumers.

Intuit Offers Mint As White Label PFM To Banks And Credit Unions

Intuit is finally making Mint, its popular online personal finance management tool, available to financial institutions.

My Savings Goals: Mental Accounting Trick Or Practical PFM?

A new automatic savings tool from ING Direct aims to breakdown behavioral barriers to savings, but is it really useful?

Trio of Big Banks Jump On PFM Bandwagon

Wells Fargo launches My Money Map. Lloyds TSB debuts Money Manager. And Visa hops on the bandwagon as well.

BMO Unveils ‘MoneyLogic’ as Online PFM Tools Spread

Online personal financial management tools are increasingly popular with both banks and their customers. Check out the latest offering from BMO in Canada.

RBC Launches ‘myFinance Tracker’ PFM Platform

The number of banks and credit unions integrating branded personal financial management (PFM) platforms from providers like Mint and Jwaala have helped these startups become internet sensations almost overnight. Now RBC is offering a white label solution from Yodlee, which the bank has dubbed myFinance Tracker. “myFinanceTracker is a dynamic, customizable financial management tool that […]

Addison Avenue + Wesabe Groups = PFM + Online Q&A

Reviewed and written by Jeff Stephens, CEO/Creative Brand Communications Addison Avenue Federal Credit Union recently partnered with personal financial management firm Wesabe to offer Addison Avenue Groups, an online initiative hosting a variety of discussions on financial topics where people can answer each other’s questions and offer advice. Groups cover broad subjects like “Buying a […]