PFM

FAIRWINDS Credit Union Converts to Intuit Digital Platform

By Marc Rapport | June 18, 2013

Florida credit union offers members services through PCs, smartphones and tablets.
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.
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.
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.