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what they say...
"[PFM] is a fascinating test bed of website innovation in retail financial services that eBusiness and channel strategy professionals at other financial firms should follow." Forrester Research
"PFM can be an even more powerful retention technique than other online features, even bill payment. Why? The average user with a dozen or so payees could move their bill payment account to another bank with an hour or two of work. But with current practices, it's much more difficult, if not impossible, to move transaction history to another bank." Javelin Strategy & Research
white-label ingredients
- front- & back-end branding
- proprietary customization
- help desk integration
- web 2.0 platform
- mobile platform
- marketing tools
- messaging
