Moving From Personal Financial Management To Personal Financial Performance

PFM or Personal Financial Management tools first popularized by 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