What Members Want From PFM
The overall benefits of offering a personal financial management solution have been well debated. What is less debated is that consumers are interested in having PFM options.
Javelin Strategy & Research recently evaluated the state of PFM and found that nearly one in two U.S. consumers want a single view of their finances in one place. More than half of those surveyed said they would be most likely to use a PFM tool offered through their bank or credit union.