In the past, Personal Financial Management (PFM) has been delivered as an ‘add on’ service, providing consumers with budgeting tools to organize and manage their money. While many solutions did a good job of categorization of expenses and some even provided great visual representations of activity, the solutions fell short of expectations from a customer experience perspective.
Delivering a Digital PFM Solution: One Bank's Journey
By Alyssa Call on Jan 9, 2015 3:00:14 PM