personal financial management

What Members Want From PFM

By Bret Skousen | April 5, 2013

This Opinion column looks at what features are essential for a successful personal financial management solution.
Intuit to Offer Mint Directly to Credit Unions, Banks

By Robert McGarvey | April 3, 2013

Popular standalone PFM now to be a value add for members, customers.
MoneyDesktop Touts 2012 Growth

By Marc Rapport | March 7, 2013

Personal financial management software provider says client count crosses 380 mark.
MoneyDesktop Announces Integration with CUBUS

By Robert McGarvey | December 19, 2012

California-based online bank platform provider partners with Utah-based personal financial management specialist.
MoneyDesktop Launches Mobile PFM App

By Marc Rapport | November 20, 2012

Utah-based firm says new app includes "Bubble Budgets" for graphical picture of budget status.
Aite Group Report Finds PFM Uptake Slim But Tactics Available

By Marc Rapport | October 19, 2012

A recent survey by the research and advisory firm found that 58% of U.S. consumers have not used online PFM tools and don’t plan to.
5 Things You Don’t Know Because You Didn’t Go to BAI Retail Delivery

By Robert McGarvey | October 12, 2012

Steve Jobs would shine no man's shoes. Richard Branson? Not so much. But big banks best beware the man from Virgin.
Mobile Access Is Key to PFM Use

By Brett Wooden | September 17, 2012

With approximately 70 million possible tablet users by year end and 4.6 billion smartphones being used worldwide, it’s safe to say credit union members are mobile.
Geezeo Gets to 100 Clients

By Marc Rapport | August 20, 2012

Eight more credit unions and the $115 billion Regions Bank in Birmingham, Ala., have signed on as users of the Geezeo personal financial management and Web-based marketing solution, the company said.
San Francisco FCU Helps Members See ‘Big Picture’

By Michelle A. Samaad | August 6, 2012

Personal financial management tools being deployed at $813 million institution.