EPISODE # 7

Jun 13, 2013

FinTech- Turning PFM to Personal Financial Performance

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PFM or Personal Financial Management tools first popularized by Mint.com have taken the financial services space by storm in the last couple of years. In this week’s show we talk to some of the leading PFM platforms to talk about why banks are taking on PFM capability and how customers are referencing this capability. More importantly we’ll also discuss how real-time, personalization, big data, gamification, mobile user experience, rich data overlay and geo-location will move PFM into a day-to-day personal financial performance capability that you use everyday to give you context and awareness. Join Brett King as he interviews players from MoneyDesktop, Yodlee and Geezeo on this emerging space in customer enablement

Guests:

Ryan Caldwell

MX

Podcast (3)

Shawn Ward

Geezeo

Podcast (1)

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