personal financial management

  • Jack Henry Partners with Pair of PFMs

    Jack Henry & Associates has inked a pair of strategic partnerships to market personal financial management (PFM) solutions to its customer credit unions and banks.

  • Geezeo Signs Unitus CU

    Geezeo has signed the $805 million Unitus Community Credit Union in Portland, Ore., as the newest user of its personal financial management, web community platforms and social media tools, the company said.

  • Unitus Goes with Geezeo

    Unitus Community Credit Union in Portland, Ore., has signed up as a user of the personal financial management, Web community and social media tools of Geezeo.

  • NCUA and CUNA Offering Webinar on Technology

    Credit union staff members and volunteers interested in learning about some of the best practices in online services can attend a May 5 Webinar sponsored by the NCUA and the CUNA Technology Council.

  • Growing Budgets Seen Pushing Envelope in Online Channel Growth

    Despite rough economic times, half of the nation's largest financial institutions expect a budget increase of more than 15% in 2010 for online banking initiatives, according to a new report.

  • PFM Tools Are the Next Big Thing

    If consumers have taken anything away from the Great Recession, it may be learning the importance of budgeting and saving.

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