Personal Finance Management Beyond PFM Lite: How to Create the Next Generation of Consumer Money Management

Table of Contents

• Overview
• Primary Questions
• Key Findings
• Methodology
• Executive Summary and Key Recommendations
• Why Banks Have the Edge Over Web Start-ups
• ‘Customer-Driven Architecture' Builds Foundation for Success
• How the Vendors Compare
• Javelin Vendor Analysis: Products From Seven Online-Banking Providers Show Promise, Limitations of
• PFM Tools
  • Digital Insight
  • Fiserv
  • Jwaala
  • Harland Financial Services
  • Metavante
  • S1
  • Postilion Signs Reseller' s Deal With Yodlee
  • Yodlee
• Appendices
• Related Research
• Companies Mentioned

Table of Figures

• Figure 1: Personal Finance Management Vendor Scoring
• Figure 2: PFM Overall Product Roadmap
• Figure 3: Number of Registered Users of Leading Money-Management Web Sites
• Figure 4: Customer Experience and Business Impact
• Figure 5: How Customer-Driven Architecture Should Shape PFM Products
• Figure 1 (Repeated): Vendor Rankings
• Figure 6: Vendor Target Markets
• Figure 7: PFM Vendor Ranking and Detailed Product Roadmap
• Figure 8: PFM Return on Investment