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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.