PFM of The Future: A virtual finance coach | DMA

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PFM of The Future: A virtual finance coach


While there’s been a lot of coverage recently on Fintech disruption and innovation in the banking space, Personal Finance Management (PFM) isn’t gathering enough attention even though it represents a great opportunity for banks to proactively help customers manage their finances.

PFM applications allow users to view, categorize and organize transactions and accounts from sole or multiple institutions. PFMs typically include data visualizations of spending trends, budgets and net worth.

The roots of PFM go back to 1983 when Intuit introduced Quicken. Another notable first mover was Microsoft, which developed Microsoft Money in 1990.

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