Integrated PFM Can Help Mitigate Fraud Cost and Exposure

Submitted by Amy Hibbard on Thu, 09/13/2018 - 15:45

There is plenty of talk about cybersecurity both internally and externally. And it’s no surprise that cybersecurity in the financial sector, in particular, is a huge industry. Cybercrime, in general, is a $600 billion industry, and at some point in all those breached accounts and all that compromised security, financial institutions will pay either directly or indirectly.

PFM Campaign Participants See Lift

Submitted by Anonymous (not verified) on Tue, 03/24/2015 - 14:58
We're big believers in providing marketing guidance for our clients. Each quarter we offer a no-cost marketing campaign for PFM clients, which includes artwork and copy, that clients can use "as is" or edit as needed. Ideally financial institutions should be building their own digital banking or PFM campaigns, but we realize how busy clients can be and how stretched their resources can get. Effectiveness of the no-cost PFM campaigns is illustrated in this infographic. Financial institutions that joined the effort, saw increased PFM adoption and increased feature usage.

Plan an Emergency Fund with Your PFM

Submitted by Amy Hibbard on Mon, 02/25/2019 - 14:54

Drama-Free Emergencies and Stress-Free Fun with Your PFM

February is the shortest month, but it has a pair of what we call “sneak-up events” in it.

These are events like Valentine’s Day and the long President’s Day weekend that tend to catch you by surprise, since they usually sneak up on you and aren’t likely planned for in your budget. These tend to be the places where all your good budgeting and savings goals take the biggest hit.

Don’t Lose Your Head When Opening Your Heart

Submitted by Amy Hibbard on Fri, 02/08/2019 - 12:55

When thinking about holidays, is Valentine’s Day on your list for spending big? Well, it should be because last year, 135 million people in the US spent $30 billion on this holiday. It is important to try not to lose your head when you’re giving with your heart.

Granted, that’s easier said than done. As the infographic shows, Americans are expected to spend an average of $221 on Valentine’s Day. That’s a pretty special day.

The question is, are you prepared for it financially?

3 Powerful Marketing Strategies for Using Your PFM Data

Submitted by Amy Hibbard on Fri, 01/25/2019 - 13:13

Since the best marketing is often built on personal connection, then creating a unique customer experience builds a personalized journey tailored for each person you want to reach. 

Your customers want to know that you understand their unique needs, and more and more they are coming to expect that when you talk to them, your messages are relevant to their needs and desires. And a strong personal financial management (PFM) platform allows you to do that.