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U.S. Banker
January 2010
John Adams |
Success Story In Spain, BBVA's Tu Cuentas validates personal financial management as a must-have online tool.   |
Bank Technology News
April 2011
Michael Sisk |
PFM Promises More Than Loyalty PFM's generating a lot of buzz among banks, which are embracing the tools to build loyalty. But increasing attention is being paid to mining PFM data to make targeted offers to customers, a strategy that first requires boosting consumer adoption. |
U.S. Banker
February 2011
Jeremy Quittner |
Taking Control in PFM Banks are now calling the shots in online financial management, but they can't get complacent because upstarts are lurking. |
Bank Systems & Technology
January 5, 2009
Maria Bruno-Britz |
Personal Finance Tools Bring New Value to Online Channel With all the buzz around mobile banking, it's sometimes easy to forget about online banking. But banks are breathing new life into the channel with personal financial management tools. |
Bank Technology News
April 2011
Jeremy Quittner |
Intuit Builds a New Control Panel Intuit's latest software brings its PFM tools, as well as new features such as merchant-funded rewards, front and center. |
Bank Technology News
November 2010
John Adams |
Partners for PFM's Next Chapter Portals that provide personal or peer financial and spending data like Mint, Geezeo and Bundle have proven to be good at generating industry buzz and attracting big investors, but with that attention has come the realization that the sites have content and navigation limitations. |
Bank Technology News
March 2010
Rebecca Sausner |
PFM's Value Resides in Actionable Information There are two problems with the hype surrounding banks and personal financial management (PFM) tools. |
Bank Technology News
January 2009
Glen Fest |
Keeping Up With Mint And Wells Fargo Banks left behind in the move to next-generation online financial suites may finally get their chance to move to "PFM Lite" in 2009. |
Bank Technology News
November 2005
Glen Fest |
Money Management: PFM Lite's Starts To Get Heavier Converging with bill pay and other personal cash-management capabilities, a new on-line option seems like a slam dunk, but traction has been slow. That may be about to change. |
U.S. Banker
June 2010
Bonnie McGeer |
Cross-Selling Made Simple For banks that offer personal financial management to their online customers, creating a targeted ad campaign can be a matter of a few clicks and a few minutes. |
Bank Technology News
January 2011
John Adams |
The Self-Service Triple Crown: Social Media, Mobile and PFM One clue to where banks will be placing their Internet banking bets in 2011 can be found in Geezeo's pipes. |
Entrepreneur
December 2007
Mike Hogan |
Who's #1? The leading personal finance programs square off - and face new challengers. |
Bank Systems & Technology
April 27, 2010
Penny Crosman |
Channel Innovation: Building Online Relationships Looking to attract and retain Gen Y and other hard-to-reach customer segments, banks such as 1st Mariner and SunTrust are getting more creative in reaching out to customers online. |
BusinessWeek
October 1, 2009
Lauren Young |
Big Banks Take a Hint from Mint.com Intuit wants to buy the online budget tool, and imitators are sprouting. |
U.S. Banker
May 2011
Alexander Hesse |
Moving Beyond the Digital Stone Age Despite the fact that the online channel is more than a decade old, most retail financial services companies have yet to make full use of its potential. |
Bank Technology News
July 2010
Michael Sisk |
Marketing Behind the Online Login A bank's banner ads typically appear on the landing page-the place where old and new customers alike begin their online interaction. |
Bank Technology News
October 2010
Rebecca Sausner |
Relationship Banking Is Out, Now It's All About Context. SapientNitro calls itself the first ever customer experience company, and in a new report written with other industry players, Sapient's pushing "engagement banking" -- remaking retail to maintain its relevance. |
Bank Technology News
June 2009
Daniel Wolfe |
Metavante's Affinity for FinanceWorks The recession's hastened vendor consolidation and awakened entire generations of worried consumers who want real-time automated info on their finances. |
Bank Technology News
January 2011
Jeremy Quittner |
PFM Gets Married PNC Financial Services Group now allows joint account holders to get a more detailed view of each other's spending in its Virtual Wallet account, an online product that borrows themes from personal financial management systems. |
U.S. Banker
September 2010
Glen Fest |
Miles to Go The online banking evolution is far from over. Banks have a lot of room to improve and a lot of revenue to gain once they do. |
BusinessWeek
October 1, 2009 |
The Followers Like Mint, banks are launching their own personal finance tools. |
Bank Technology News
April 1, 2008
Anthony Malakian |
Web Tools Make Waves These new products aim to improve on existing desktop money management products by being more useful and easy to use. |
Bank Technology News
September 2008
Rebecca Sausner |
PNC, Frost Respond To Gen Y Demands Attracting Gen Y customers who are used to sending 50 or more text messages a day requires a new approach to online banking. |
U.S. Banker
July 2010
Glen Fest |
Core Matters Banks have long made excuses for ignoring much-needed upgrades to core processing systems, including the high expense. But the greater cost might be doing nothing at all. |
Bank Technology News
September 2010
John Adams |
U.S. Bank Brings Big Tools to Small Biz Information and peer analysis won't eliminate business worries, but financial firms cultivating small business customers believe online access to actionable performance and spending data will ease the minds of recession-weary clients. |
