Online Personal Financial Management (OFM) 3.0

Taking online banking to the next level with personal finance tools and guidance (aka PFM)

Jim Bruene

May 2010

: OBR 179/180



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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 Financial Management (OFM) 3.0

SKU: OBR179/180

online personal finance, PFM, OFM, personal financial management, budget, quicken, money, categorization, budgeting, tracking, tools