PFM Archive

pfm_riddle

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%.

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retail

What Bankers Can Learn From The Retail Industry

The challenges facing financial institutions are not unlike those faced by retailers more than a decade ago. Will the banking industry learn?

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5 Ways Mint.com Is Stealing Your Customers

A partnership with Mint.com can be damaging to a financial institution's health.

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Is This The Killer Banking App To Get America Saving?

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

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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.

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pfm2.0

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.

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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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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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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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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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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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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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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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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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