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The debate about personal financial management (PFM) continues to evolve, and last week it took a notable step forward.
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Park Sterling, a bank with branches in North Carolina, South Carolina, Georgia and Virginia more than $3.3 billion in assets, has successfully rolled out an innovative financial education course for internal employees and partner companies.
Financial services is currently undergoing a major shift, and data is at its center. But how should you be using data? How do you pick the right provider? How do you find the time and resources to make the shift to a data-centered culture?
Financial institutions are ignoring their most powerful tool: their own internal data. This data is packed with competitor insights, potential threats, and low-hanging fruit.