Today many banks agree that offering Personal Financial Management tools as part of their overall digital strategy makes sense. Consumers want tools that offer deeper insights and guidance into their everyday finances. These tools offer new value-added services, which help to make their online banking propositions much more attractive. Financial Institutions that chose to include PFM with their suite of digital offerings will be in the unique position to improve their digital transformation while building and retaining customer relationships.
Trae Turner, Marketing Director, and Ben Weyers, Director of Channel Sales and Strategic Accounts were featured on an ABA Bank Marketing podcast during their annual marketing conference to share about the customer insights FIs can gather from PFM and what makes Geezeo’s product different from the others out there.