Personal Finance Management (PFM)

By Denise Senecal | Feb. 11, 2010

According to Callahan’s 2009 Technology Survey, 29% of credit unions currently offer PFM tools and an additional 40% expect to offer them over the next two years.

By Callahan & Associates | July 1, 2009

As internet technology evolves, members will expect your website to as well.

By Callahan & Associates | July 1, 2009

For SAFE Credit Union, personal finance management tools offer clear benefits for their membership.


Is Your Inbox Missing Out?

Sign up for the free newsletter and be the first to read our newest coverage of credit union strategies and insights.

sign up today



By Denise Senecal | June 15, 2009

Personal finance management tools (PFM) are being touted as the latest tactic for financial institutions to cement the member relationship, and the momentum is building. While only 29% of credit unions surveyed currently offer PFM tools, 40% expect to offer it during the next two years.

By Callahan & Associates | July 1, 2008

Many credit unions are evolving its virtual teller to anytime, anywhere virtual financial advisors.

By Brooke C. Stoddard | July 1, 2008

Keeping track of the fast-moving technology and separating the useful from the hyped is the job of IT specialists.

By Denise Senecal | Feb. 18, 2008

Credit union members say that increasing savings and reducing debt are critical priorities for the coming year. Helping members not only identify appropriate goals, but track their progress towards these goals is a key opportunity for credit unions in 2008.

By Jay Johnson | Dec. 10, 2007

As year-end approaches and budget and tax decisions are made by members, the need for guidance becomes particularly important as financial product offerings become more complex.

By Scott Patterson | Nov. 5, 2007

For the past decade, transactional capabilities in home banking have been the development focus of most financial institutions and vendor solutions. However, many believe that 2008 will mark the time when personalization and embedded financial management capabilities will take center stage in core home banking platforms.

Partner Perspective
How EZ RU to join?

By fiVision | Aug. 27, 2007

As the famous ad goes, “membership has its privileges,” and millions of credit union members are proof of that very concept. However, in today’s fast-paced environment, are you doing everything you can to make becoming a member as quick and painless as possible?