Research and Markets: Personal Financial Management Tools: Bills, Budgets, and Beyond

Fri Jun 7, 2013 5:12am EDT

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Research and Markets: Personal Financial Management Tools: Bills, Budgets, and Beyond

Research and Markets ( has announced the addition of the "Personal Financial Management Tools: Bills, Budgets, and Beyond" report to their offering.

In the modern vernacular of personal finance, personal financial management (PFM) has taken on an entirely new and increasingly dynamic intent. Direct-to-consumer PFM products are competing head to head against retail financial institutions and investment companies, all of which want to be the financial hub of their account holder's lives, including influencing their final spending decisions.

In new research, Personal Financial Management Tools: Bills, Budgets, and Beyond, Mercator Advisory Group explores the increasingly important role PFM is playing in the financial services market as a spectrum of services designed to help consumers better manage their money through visibility into information and applied analytics.

"Personal Financial Management (PFM) technologies are poised to move the market much closer to realizing the potential of creating financial lifestyle segments and as a result, building stronger, more valuable account relationships and income opportunities for banks and credit unions," comments Patricia Hewitt, director of Mercator Advisory Group's Debit Advisory Service and author of the report.


- The ways consumer banking is being redefined through the strategic use of next-generation PFM products

- Alliances PFM developers are forming with market segmentation and campaign management application experts to better monetize PFM services

- The impact of Mint's integration into financial institution-delivered products

- The leading PFM development companies and the ways they are changing their products to address institutional demands for better return on investment

Key Topics Covered

Executive Summary


The PFM Spectrum

Putting the Personal in Financial Management

I Want It and I Want It Now

Consumers Weigh In on the Issue

Innovation Inside and Outside

Products on the Outside: PayOff

Products on the Inside: My Money Map, Wells Fargo

Products on the Outside: IT and Expertise

Next-Stage PFM Products

Forget Budgets, Think Bigger

The Mint Effect

Relationship or Revenue?

The Personal Financial Lifestyle Product

Companies Mentioned

- BridgeTrack

- FinanceWorks

- Geezeo

- Intuit

- Mint

- MoneyDesktop

- SapientNitro

- Strands Finance

- Wells Fargo

- Yodlee

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About Research and Markets

Research and Markets is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends.

Research and Markets
Laura Wood, Senior Manager.
U.S. Fax: 646-607-1907
Fax (outside U.S.): +353-1-481-1716
Sector: Banking and Financial Services

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