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PFM

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 ...

Porqué los usuarios te ignoran: la importancia de la UX

La experiencia de usuario (UX) está asociada a las emociones, los sentimientos, a la ...

PFM

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 ...

PFM

Transparent technology: How machine learning brings magic to next-generation PFM

Personal Financial Management (PFM) tools have become a very convenient solution for ...

PFM

The experience customers expect from their bank

Dear Banks, Welcome to The Age of the Customer. For FIs, this means shifting the banking ...

PFM

De-mystifying digital money management: 5 key elements for PFM success

Many people are confused by the resurgence of personal financial management tools, after ...

Thought Leadership

Banking with Bitcoin

With the news of the first Bitcoin ATMs being installed in Athens and the feverish buzz ...

PFM

Intelligent Categorization: PFM's Secret Sauce

“How you spend your money is how you vote on what exists in the world” ― Vicki Robin ...