Posts Tagged personal financial management

  • Pie charts in your face Pie charts in your face

    Getting graphical information such as pie charts from your bank might be useful, but personalising it could really add true relevance BY BRETT KING At Finovate Europe recently we saw a lot of what I would generally classify as 'me too' Personal Financial Management efforts. While there were ...

  • Australian banks change tack on personal financial management Australian banks change tack on personal financial management

    NEWS Banks including NAB, Suncorp and Citibank are to deploy personal financial management tools to online banking users, despite many local bankers previously expressing cynicism over likely uptake. Online Banking Review understands NAB is currently piloting a personal budgeting tool wit...

  • The PFM push The PFM push

    Australian banks are learning to engage with their customers through online personal financial management (PFM) tools BY ELTON CANE Mint and Wesabe in the US have been at the vanguard of mass-market online personal financial management (PFM) tools. But while the independent direct-to-consumer...

  • Connect the dots

    If banks want to paint a better picture for their customers, they must offer a different set of online transactional services to everyone else. (Subscribe)...

  • Who or what will fund the next round of PFM?

    Personal financial management provider Wesabe has stepped up its efforts to sign on more financial institutions with the launch of a website to support direct sales of its Springboard platform. Springboard offers a cloud-based services model for financial institutions that want to offer budgetin...

  • Mint.com sold to Intuit in US$170m deal. Will we ever see an equivalent launched by an Australian company?

    Personal financial management service provider Mint.com has been sold to Intuit (the owner of Quicken) in a deal worth US$170 million. Mint.com was privately owned, recently securing US$14 million in additional VC funding. Mint.com makes money by charging banks and other service providers a fee w...

  • What’s next for online banking?

    The Commonwealth Bank is preparing to launch an enhanced version of Internet banking that allows users to view their insurance, CommSec and Colonial First State products in one place.The enhanced site will also include pre-completed insurance and term deposit applications, and a secure messaging are...