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If It’s So Good, Why Hide It? Invisible PFM - A New Take on Money Management

Banking has gone undercover and it’s been a long time coming. We want our banks to do a lot for us, but it transpires that the less you can actually see your bank doing for you, the better.

So, it begs the question: why would banks suddenly decide to assume the Good Samaritan role after all this time? Sheer benevolence or is there something in it for them too?


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Topics: digital banking, personalized finance, PFM, Personal Financial Management (PFM)

Author: Aoife Crean - Content Manager on Jun 29, 2017

PFM - the topic still on the tip of everyone’s tongue, but has the time come to stop talking and start doing?

Money is the big taboo, undiscussed in social circles. It is unheard of in polite culture to ask your friends what they earn, or how they manage their money, and yet it is something we all secretly wish we knew. Does our friend/colleague/neighbor have all the answers, whilst we make a hot mess of our accounts?

In fact, we often don’t even ask our banks for advice, so PFM, or Personal Finance Management seems to be the tool to put pay to all this ambiguity surrounding the issue of finances.

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Topics: FinTech, invisible PFM, Personal Financial Management (PFM), PFM

Author: Aoife Crean - Content Manager on Mar 16, 2017

Interview: Envestnet | Yodlee VP Jason O'Shaughnessy on the Role of Account Aggregation

In this Q&A, we interview Vice President of International Markets at Envestnet | Yodlee, Jason O’Shaughnessy, who shares with us his thoughts on the current state of account aggregation, the challenges in developing the best financial services applications and why aggregation opens the door to a more user-centric banking experience, based on understanding what customers really want.

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Topics: account aggregation, aggregation, digital banking, PFM, Personal Financial Management (PFM)

Author: Vaida Pakulyte on Mar 9, 2017

6 expert predictions for Personal Finance Management in 2017

Personal financial management (PFM) solutions are taking an increasingly central role in the design of next-generation digital banking experiences. Hundreds of banks around the globe are adopting PFM as part of their digital banking transformation strategy. What was once a “nice-to-have” tool, PFM has become the essence of digital banking, enabling FIs to deliver personalized customer experiences and capitalize on benefits that range from new revenue streams to better branding.

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Topics: PFM, Personal Financial Management (PFM)

Author: Victoria Yasinetskaya, Marketing Director on Dec 15, 2016

Help yourself! Which digital banking topping is for you?

Banks work hard to improve UX and innovate.

The majority of innovation initiatives focus on digital wallets, hiring UX consultancy services, adopting omni-channel technology, or improving mobile banking. On the other hand, perception vastly differs when you ask retail customers how they would rate banks in terms of innovation.

On this digital journey, banks want to streamline digital operations into mobile banking and save customers from having to visit branches. Likewise, customers don’t want to go to branches in person either, but rather, expect to manage their needs and requirements online themselves. 

 

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Topics: FinTech, PFM, Personal Financial Management (PFM)

Author: Leandro Gimeno, Business Development Manager on Nov 18, 2016

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

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

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