The Business Case for PFM Services

Early-mover banks and credit unions have enhanced their online services to add PFM features. What benefits have they captured?

A survey of industry research and case studies shows:

• Improved loyalty and retention rates among online customers
  who adopt PFMs
• Increased share of wallet and double-digit growth in profitability
• Enhanced competitiveness to attract new customers,
  especially Gen X and Y
• The ability to drive incremental revenue through smarter cross-selling enabled by the PFM platform

Read the details in The Business Case for PFM Services. Click the link below for a
full report.