personal financial management tools

  • Brighter Than Big Data

    PHOENIX — Despite competition from nonbank providers like Google Wallet and a growing consumer shift away from traditional checking accounts, credit unions are best positioned to provide what the consumer of the near future will demand. So said ProfitStars Director of Strategic Insight Lee Wetherington during his May 21 general...

  • Onsite Coverage: CUs Best Positioned to Capture Future Consumer Demands

    PHOENIX – The future for financial services will be about better enabling financial behavior, ProfitStars strategist tells CFOs.

  • The Future of PFM and Mobile Strategies

    Consumers are increasingly tapping their smartphones and tablets to manage their money, a trend that may push personal financial management tools into the mainstream and open new opportunities for credit unions to help their members in real time.

  • Canada Firm Offers PFM on the Go

    Helping members manage their money with personal financial management tools is a win-win move for credit unions and members. Add a mobile alert feature that keeps members on top of their spending 24/7, and they may be even more likely to improve their habits.

  • 8 Life Stage-Appropriate Credit Union Programs

    These life stage-appropriate programs target their demographic with incentives, from treasure chest prizes to loan discounts to local merchant coupons.

  • MoneyDesktop Announces Integration with CUBUS

    California-based online bank platform provider partners with Utah-based personal financial management specialist.

  • Technology’s 2013 Anthem: We Will Rock You

    In just a very few years, credit unions have become persuaded that they need to play in the technology arena. And a related reality is the spreading belief that “technology may allow smaller institutions to very successfully compete against much larger ones,” said Tony Rasmussen, a senior vice president at...

  • Let’s Get Existential or Face Becoming Extinct

    With increasing regulation, economic pitfalls, commoditization of financial services, and foreseeable competition from the likes of Google, Amazon, Apple, and cell phone service providers, CUSOs that continue to offer products and services in a traditional business model could become a liability to their credit union clients.

  • Mobile Access Is Key to PFM Use

    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.

  • University of Hawaii FCU Goes Mobile

    The 24,800 members of the $544 million University of Hawaii Federal Credit Union now have a new website and online and mobile banking services.

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