PFM Archive

pfm2.0

Next Gen PFM: Contextual Money Management

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

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budgeting

What Women Want: Budgeting Tools From Banks

Do you provide personal financial management tools within your institution's online banking system? Because that's what women want.

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generation_y_pfm_budgeting

Gen Y Hopes Their Next Bank Helps Them Budget Better

Half of all Gen Y consumers looking to switch banks want their next institution to offer online personal financial management (PFM) tools.

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love_gobank

7 Reasons to Love GoBank

Here's why consumers will love GoBank... and why traditional financial institutions should fear them. This challenger brand is going to shake up the banking industry.

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pfm_md

Financial Institutions Flock To PFM Tool Boasting ‘Bubble Budgets’

MoneyDesktop's unique, eye-catching and dynamic user interface is driving impressive adoption rates of PFM among consumers at both banks and credit unions.

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personal_financial_management

Are Personal Financial Management Tools Sticky?

Do consumers care about PFM when they think about switching banks? Some do, but not many.

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mint

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.

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pfm

Consumers Are Ready For PFM Whenever Their Banks And Credit Unions Are

Consumers want PFM tools from banks and credit unions. The demand is clearly there, but will financial institutions respond? Or will other players capitalize on it?

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visual

Online Banking 2.0: Getting Visual

Times are changing and financial institutions around the world are transforming their once dry and dull online banking systems into robust, feature-rich visual experiences

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big_data

Best Of The Web: Big Data | Gamification | Social Media Credit Scores

Big data lead some banks to ‘new silk roads,’ but most sit idle on a goldmine of data. Maybe they should toy around with gamification instead... 39 stories total!

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gen_y

A Tale of Two Gen-Ys: One Uses Branches, The Other Just Shrugs

One subset of Gen-Y uses branches a lot more than you think, while younger consumers are indifferent about banking.

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simple_debit_card_package

Easy Banking: The Simple Strategy

There's a new startup out to teach the banking industry a thing or two with its "easy" strategy... and they aren't even a bank! Pay attention, because they're stealing your customers.

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ows_face

Best of the Web: OWS Controversy, Deposits Soar, Mobile Forecasts

Bank lands in hot water over Occupy imagery in ads… Deposits outpace loans by $2 trillion… The future of mobile banking… 35 more headlines.

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knab_bank

Knab Aims To Turn Banking Upside Down (And Backwards)

A new online-only bank is threatening to revolutionize the industry. Are they “the bank of tomorrow?” Or just another flavor of a dish consumers have already been served?

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usaa_logo

Best Of The Web: USAA | Top 5 Trends | Cafe Crazy | iPhone Apps

What makes USAA unique… Top 5 retail banking + tech trends… Capital One goes crazy with new cafés… Top 20 financial apps… Forty headlines in total!

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bank_three_point_zero

Best of The Web: Bank 3.0 | Mass Affluent | Superstorm Sandy

Banks struggle with Bank 2.0 as version 3.0 rolls out... Mass affluent an elusive target for banks... Banks use social during Superstorm Sandy... 46 headlines total!

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briefs

In Brief: BofA’s Radical Patents, PFM Is Dead, Gag Order

BofA patents give glimpse at mobile video's radical future… PFM faces challenges… BofA makes social media silence condition on couple's refi… Plus 32 more headlines.

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customer_insight

The Future of Online Banking: Know Thy Visitor

Here are the keys to building a cross-selling strategy for your online banking channel using an intuitive and automated process to analyze accounts.

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budgeting

Personal Financial Management 4.0: Moving Forward

This thought-provoking report argues that while PFM is the most important part of online/mobile banking going forward, it's time to stop thinking of it as "product."

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ing_direct_my_savings_goals_preview

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?

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