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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 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

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

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

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