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Posts tagged with Pfm

How banks can improve finance management tools and apps

Consumers’ digital experiences, including banking, are becoming more and more visual. Within the retail banking sector much is still to be done.

Most importantly banks should not judge Personal Finance Management (PFM) tools as isolated investments: rather a piece of the puzzle to build a great overall digital customer experience. 

In this article I will talk about how PFM has developed within retail banking (from a customer perspective) over the years, how we see things evolving and what banks can learn from new players. 

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