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Personal Financial Management Tools

Published by: Jupiter Research Corporation

Published: Jan. 21, 2005 - 4 Pages


Table of Contents


Key Question - How big is the user base for PFM tools online?
Key Question - What opportunities do PFM tools and software present for banks?


Abstract

Some banks have considered offering their own Web-based personal financial management (PFM) tools in an effort to differentiate their service and retain their best customers while migrating them, where appropriate, to the online channel.


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