TITLE

PFM Lite's Starts To Get Heavier

AUTHOR(S)
Fest, Glen
PUB. DATE
November 2005
SOURCE
Bank Technology News;Nov2005, Vol. 18 Issue 11, p44
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Reports on the research survey indicating that 70 percent of personal financial management software consumers ignore the retirement, college-savings or tax-planning options packaged in premium versions in the U.S. Likelihood of using online banking portal to perform basic money-management functions; Percentage of clients in smaller institutions who have signed their online banking customers for new service; Response of customers to banking-site features services allowing budget tracking, overspending alerts and automatic categorization of income sources.
ACCESSION #
18953844

 

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