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More Than Just Financial Management - It's Personal!

Mar 11, 2014 1:32:00 PM

See how Personal Financial Management (PFM) makes you the Primary Financial Institution (PFI)

You are not the only one bidding for your account holders’ business and loyalty. In fact, 75% of account holders have relationships with four or more financial institutions.

Ultimately, account holders are going to migrate to the institution(s) that satisfy their changing needs and exceed their evolving expectations. The question is, will it be with you . . . or someone else?


Jon Ogden

Written by Jon Ogden

Jon Ogden is the Director of Content Marketing at MX.