Posts Tagged ‘pfm’

The rumors have been swirling for some time now that Moven was going to sign up a Canadian bank. This was announced today and I read about it in The Globe and Mail. Curiously, the article is titled, “TD Bank helps its customers pinch pennies with new app.” What does this mean exactly for Moven […]

Dec 1st, 2014 | Filed under Retail Banking

Soccer season is starting in New England, and I’m resuming my duties as an assistant coach for my daughter’s team. Just as our players strive to improve, so do I try to improve my coaching, and one of my key functions is to try to change player behavior. I do that through a variety of […]

Sep 2nd, 2014 | Filed under Banking, Retail Banking

Finovate just ended yesterday, and it was great to see all the new and interesting ideas floating around the financial services space.  For those who may not know, Finovate is a two-day event that showcases some of the best new and innovative things happening in financial services technology.  Over 60 companies coming from all over […]

Feb 13th, 2014 | Filed under Banking, Retail Banking, Uncategorized

I was watching TV the other night and was quite puzzled by the following Citi commercial: It’s natural for credit card issuers to want customers to increase card spending. However, this is a a sharp contrast to the message that banks send that they want to improve their customer’s financial well being! There are so […]

Nov 18th, 2013 | Filed under Banking, Retail Banking

Mobile banking is clearly a huge trend. Financial institutions have embraced mobile and are slowly but surely moving forward with updated apps, features and functions. I spend a lot of time talking to banks of all sizes about digital banking. From tablets to smartphones, mobile banking has dominated most of my conversations with banks and […]

Oct 22nd, 2013 | Filed under Retail Banking

I was very intrigued by an American Banker article that was published yesterday – Answering Call for PFM, Tenn. Bank Rewarded with 25% Adoption Rate. The article talks about a 25% PFM adoption rate at Wilson Bank & Trust. This stat certainly sounds positive given some of the adoption figures we have seen to date. […]

Jul 17th, 2013 | Filed under Retail Banking

There is a reason that user adoption of PFM is so low. Well several reasons in fact, and you can read about it in this report. Thankfully, steps are being taken to more tightly couple PFM and online banking – one of the MANY key elements required to improve adoption.  Intuit announced last week that […]

Apr 8th, 2013 | Filed under Retail Banking

I spent part of last week at Finovate Fall in New York (Celent is a proud Finovate partner). I always love the Finovate events – they provide me with a front row seat to examine the latest and greatest in banking technology. I’m primarily interested in companies showcasing emerging technology, and understanding how these technologies […]

Sep 19th, 2012 | Filed under Retail Banking

Happy new year! I thought it would be fun to recap 2011 by calling out the top 10 posts on our blog from 2011. The following list is based on total number of unique visits to each of these posts. Some of these are bang on as far as topic interest goes others may be […]

Jan 4th, 2012 | Filed under Corporate Banking, Retail Banking

I’ve been thinking about this for some time and wrote about it in a report I published this past June. It’s already starting to materialize. This week, Citi unveiled it’s new website, and it’s modeled after the mobile and tablet experience. To get a feel for the changes, have a look at the video Citi […]

Oct 7th, 2011 | Filed under Retail Banking