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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.   |
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
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. |
Bank Technology News
December 2009
John Adams |
White-Label PFM's BBVA's White Horse It only took a couple of months for consumers to flock to BBVA's white-label offering of online personal financial management tools - further bolstering the argument for PFM as a major new appendage for online banking. |
Bank Technology News
May 2009
John Adams |
What the Cool Kids Are Investing In It works for fashion and the fragile ecosystem that guides teenage social structure, but ING's about to find out if peer pressure also enables informed, contextualized personal finance decisions. |
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. |
Bank Technology News
March 2010
John Adams |
Consumer Spending Site Promises a Bundle An interview with Phil Kim, CTO of Bundle, about how the company adds data to its peer comparison site, boosts security as services expand, and the possibility of selling itself as a white label service to banks. |
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. |
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. |
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. |
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. |
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. |
Fast Company
December 1, 2007
Anya Kamenetz |
Easy Money Aaron Patzer is taking on Quicken by merging personal finance with Web 2.0. Can he get twentysomethings to be smart with their cash? |
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
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. |
The Motley Fool
September 27, 2007
Tom Taulli |
Take Your Finances on a Web 2.0 Tour A new online service, Mint.com, makes it easy to track your expenses and even save you some money. |
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
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. |
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. |
The Motley Fool
December 11, 2007
Dan Caplinger |
Fool Awards 2007: Best Money Management Tool Vote for the best way to manage your money. |
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. |
BusinessWeek
March 4, 2010
Rich Jaroslovsky |
Behind the Buzz About Mint The finance site is really Quicken for the short-attention-span generation. |
Entrepreneur
September 2008
David Worrell |
Making Mint By helping people manage their money, this entrepreneur is earning his. |
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. |
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 Systems & Technology
April 28, 2010
Penny Crosman |
Citi's Bundle.com Lures Consumers With Spending Data, Comparisons With spin-off financial planning site Bundle.com, Citi finds a unique way to reach a new audience. |
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
July 2009
Stessa Cohen |
The Case for Building a Social Media Strategy The growth of social networking and the emergence of social-banking models will drive fundamental change in the ways that consumers manage their financial lives. |
Entrepreneur
December 2007
Mike Hogan |
Who's #1? The leading personal finance programs square off - and face new challengers. |
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. |
