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FinTech Pulse

How to Transform PFM into a Virtual Personal Finance Coach

While there’s been a lot of coverage recently on Fintech disruption and innovation in the banking space, Personal Finance Management (PFM) isn’t gathering enough attention even though it represents a phenomenal opportunity for banks to proactively help customers manage their finances.

So what gives? wipro digital's Strategy Director Alla Bida explains and paints a compelling picture of what a game-changing, supercharged PFM looks like... 

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Topics: Personal Financial Management (PFM), digital money management, PFM, financial coach

Author: Nicole Harper, Content Manager on Aug 30, 2016

How Digital Money Management Keeps Banks Relevant

At the end of the day, the bloodiest battleground in banking is "real-time analytics for relevance in the financial relationship, and the partnerships that go into that relationship that allow that to happen." This observation by Chris Skinner, founder of The Financial Services Club, is absolutely on point.

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Topics: Personal Financial Management (PFM), digital money management, customer retention, PFM, customer experience, digital banking

Author: Xavier Marcillac, VP Sales APAC on Jun 24, 2016

How personalization powers the customer journey

David Sosna, CEO and co-founder of Personetics, talks to Shaun Weston of BankNXT about the power of personalization in banking, and how it can be used to enhance the customer journey.

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Topics: Personal Financial Management (PFM), customer retention, personalized banking, customer experience, alternative finance

Author: Nicole Harper, Content Manager on May 4, 2016

The crucial data missing from online banking... and customers would love to know

When I log into my online banking, I always find two account balances: the one I see on the screen (duh) and the one I need to figure out in my head (ouf!). The worst part is, neither of them are accurate or satisfactory...

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Topics: Personal Financial Management (PFM), personalized banking, PFM, OK to Spend, safe to spend, online banking

Author: Xavier Marcillac, VP Sales APAC on Feb 16, 2016

Why Digital Money Management is Set to Emerge in Asia

The other day, a reputable digital banker asked me, “How many lives does PFM have?” I smiled.

Whereas Digital Money Management (also known as PFM, Personal Financial Management) in Europe is arguably on its second (or third) life, Asian banks have the opportunity to adopt next-generation PFM for the very first time, while simultaneously avoiding the errors of European banks.

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Topics: Personal Financial Management (PFM), digital money management, customer experience, APAC, digital banking asia

Author: Xavier Marcillac, VP Sales APAC on Dec 14, 2015

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