Online Personal Financial Management (OFM) 3.0
Taking online banking to the next level with personal finance tools and guidance (aka PFM)
: OBR 179/180
This report looks at the rapid growth of online personal financial management during the past few years. And details the many ways financial institutions can leverage these consumer-friendly applications to help and retain online banking customers.
In addition, we take a close look at PNC Bank’s novel Virtual Wallet, an award winning online combination of checking, savings, and personal financial management.
online personal finance, PFM, OFM, personal financial management, budget, quicken, money, categorization, budgeting, tracking, tools