×

Please enter your information below to view this item

First Name
Last Name
Company Name
Country
I would like to receive marketing materials from Yodlee
Thank you!
Error - something went wrong!
   

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.

Previous Flipbook
Aggregation Digital Money Management for European Financial Institutions Whitepaper
Aggregation Digital Money Management for European Financial Institutions Whitepaper

An entire class of aggregation-based online services known as Digital Money Management, or DMM, exists to h...

Next Flipbook
Data Intelligence Fuels Financial Wellness
Data Intelligence Fuels Financial Wellness

Envestnet | Yodlee Data Intelligence draws on behavioral psychology and intelligent financial data to provi...

Subscribe to Our Newsletter

Sign-Up