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White paper

Thought Leadership

PFM: The essence of digital banking

Personal Financial Management (PFM) has become indispensable to and practically synonymous with digital money management.

Today’s retail banking customers expect the convenience, flexibility and personalized insights only PFM can offer in order to manage their money their way, as a key part of the full digital banking experience.

This white paper details what a truly comprehensive PFM offering should contain by explaining:

  • what customers expect from their digital bank
  • exactly how banks can deliver the user experience customers are seeking
  • how to reap the many benefits PFM has to offer, including higher retention, ROI and business growth

 

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