Data Overview Report

Data Insight: Personal Financial Management (PFM) Tools (US)

A Technographics Data Deliverable

May 23rd, 2012
Gina Fleming
With contributors:
Rebecca Smith , Reineke Reitsma , Anjali Lai


US banks can make their websites more "sticky" by adding the types of tools consumers are interested in using to manage finances. Three in five bank PFM users only use tools on their bank's site; that means two in five are also using tools elsewhere. Banks will see the biggest impact and fastest uptake when they develop tools that customers need most: charting out spending, spend comparisons, and savings help.

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