Your Guide to Powering PFM Adoption

As a forward-thinking financial institution, you share our opinion that personal financial management (PFM) tools should form the very core or essence of your entire digital banking offering.

But once you’ve got your shiny new PFM integrated and ready to go, how do you ensure its success with your customers?

We get questions around this a lot, so we decided to put together a comprehensive guide to rolling out a PFM your customers will love.

Making PFM Powerful: Maximize Adoption in 12 Steps unpacks the full journey of PFM implementation, from the initial design phase all the way to marketing and launch.

Our findings are based on more than a decade of delivering white-label PFM solutions to FIs of all sizes worldwide.

Discover 12 in-depth recommendations designed to drive higher user adoption rates, and boost customer satisfaction and retention.

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