Personal Financial Management 2012

Benchmarks and Best Practices

Well-designed personal financial management (PFM) solutions have the potential to deepen customer engagement and enhance loyalty. And while most agree that PFM represents the future of online banking, many are unclear on exactly what form it should take. In this report, we benchmark the PFM efforts of 14 leading banks. Much is unexpected. What we currently call PFM is changing from a bolted-on afterthought to be fully integrated into online banking for wired and tablet devices. Download the research fact sheet below for free access to the benchmarking scores and learn more about the current and future state of PFM.

• Sites Evaluated: 14
• The Top Three Sites Overall: PNC Virtual Wallet, Mint, PNC Wealth Insight