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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.   |
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 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. |
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. |
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
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 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 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 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 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
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
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. |
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. |
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. |
Entrepreneur
December 2007
Mike Hogan |
Who's #1? The leading personal finance programs square off - and face new challengers. |
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. |
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. |
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 Systems & Technology
January 4, 2010 |
10 in 2010: Banking Trends for the New Year Predictions about the coming year's bank technology news makers. |
Bank Technology News
May 2011
Michael Sisk |
Will Lower Debit Fees Create a Vendor Death Spiral? Many banks' checking account business models are being upended by Regulation E-which puts limits on overdraft charges for debit card transactions. |
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. |
