This Opinion column looks at what features are essential for a successful personal financial management solution.
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.
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.
Four more credit unions have contracted to use the personal financial management and integrated online marketing solutions from Geezeo, the company said.
Credit unions in Oregon, Florida, Texas and California adding company's personal financial management, integrated marketing tools.