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The Importance of Personal Financial Management for Customer Engagement

July 6, 2017

Personal Financial Management (PFM) offers a low-cost online channel that allows financial institutions to engage with their customers in the way today’s customers prefer. In addition, by helping customers keep apprised of their financial situation, and helping them to improve it, PFM allows banks to be an ally to their customers again.

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Account Summary FinApp
Account Summary FinApp

Envestnet | Yodlee Account Summary provides consumers with a complete view of their finances. Conveniently ...

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