PFM

• Tampa Bay Federal Commits to Connect Online Banking

  By Marc Rapport  |  April 16, 2013

  Florida credit union to use mobile and home banking and PFM from Salt Lake City company.

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  Credit Unions Ramp Up Remote Services

  April 3, 2013

  The importance of remote banking was not widely understood or accepted in 2008. In just five years, however, the way members interact with their financial institutions has changed as evolving technology has ushered in a new era for financial services.

• MoneyDesktop Touts 2012 Growth

  By Marc Rapport  |  March 7, 2013

  Personal financial management software provider says client count crosses 380 mark.

• Wings Financial Goes With Geezeo PFM

  By Marc Rapport  |  December 26, 2012

  Minnesota credit union added to client list of 140 financial institutions.

• 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.

• 'Big Data for the Little Guy' - Charting a Small Business Revolution

  By Robert McGarvey  |  December 14, 2012

  Intuit CEO touts new generation of field-leveling analytical tools.

• 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.

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  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.

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  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.

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  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.