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PFM Archive

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.

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Infographic: How Bank CEOs and Boards View Strategic Challenges

Data reveals how bank CEO and their directors feel about growth, threats, branches, Millennials, tech and more.

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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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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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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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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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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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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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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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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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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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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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