Three Key Questions This Report Will Answer:
WHAT’S IN THIS REPORT? In this report, Business Insider Intelligence explores what innovative PFM providers are doing right to deepen customer relationships, and what elements of their strategies banks can replicate to reap ROI on the technology. We conducted exclusive interviews with seven providers of PFM offerings that illustrate the mature end of the PFM spectrum, and profile each feature in detail to provide insight into what qualities PFM features have to possess in today's competitive market to really make a difference in consumers' lives, as well as what banks stand to gain by getting PFM right.
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