Reaping the Rewards of PFM

Online banking tools have become popular with consumers for handling many of their day-to-day financial management needs like tracking balances and account activity, but today’s savvy users are demanding more advanced functionality that provides a more comprehensive picture. Personal Financial Manager (PFM) tools offer a remedy for this, consolidating customers’ financial products into a single, complete financial picture that provides them with the tools they need to track expenses, manage debt, and create a financial game plan to achieve their goals.

Banks and credit unions that strategically deploy robust, user-friendly PFM solutions can reap the benefits of this service—especially if they provide a PFM experience that is closely integrated with their existing online banking platforms.

Reaping the Rewards of PFM

Online banking tools have become popular with consumers for handling many of their day-to-day financial management needs like tracking balances and account activity, but today’s savvy users are demanding more advanced functionality that provides a more comprehensive picture. Personal Financial Manager (PFM) tools offer a remedy for this, consolidating customers’ financial products into a single, complete financial picture that provides them with the tools they need to track expenses, manage debt, and create a financial game plan to achieve their goals.
 
Banks and credit unions that strategically deploy robust, user-friendly PFM solutions can reap the benefits of this service—especially if they provide a PFM experience that is closely integrated with their existing online banking platforms.