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Delivering a Digital PFM Solution: One Bank's Journey

By Alyssa Call on Jan 9, 2015 3:00:14 PM

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.

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