Personal Financial Management (PFM) goes beyond the typical online banking activities of paying bills, viewing balances, and transferring funds. Banks have realized that if they don’t provide what today’s customers want and need, smart entrepreneurs and developers will fill the gap with engaging new online services.
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Drive Your Innovation with the Envestnet | Yodlee Financial Data Aggregation Platform
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Xero Case Study
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Personal Capital Case Study
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Voatz Case Study
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Blooom Case Study