Abstract
Overview
Adoption of online banking is beginning to plateau, and online banking
personal financial management (PFM) will be the capability that helps
reinvigorate interest in the channel and strengthens existing customer
relationships. Based on quantitative data, historical industry trends and
executive interviews from top FIs and technology vendors, Javelin assessed and
created a twostage implementation plan for online banking PFM. Consumer data
provides the basis for feature and platform preference segmentation, followed
by a review of vendors in the space.
Primary Questions
- How should financial institutions implement online banking PFM?
- What is the market potential for online banking PFM?
- What features of online banking PFM resonate most with consumers?
- Which customer segments should be targeted with particular features to
encourageadoption of online banking PFM?
Audience:
Financial Institutions: Online channel, eCommerce, Marketing; Technology
Vendors:
Online banking platform providers, aggregators, Web-based personal financial
management companies
Companies/Organizations Mentioned in Report:
- Corillian
- Digital Insight
- Intuit
- Microsoft
- Wesabe
- Yodlee
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