Personal Financial Experiences (PFE): Putting the 'E' in Personal Finance

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24 July 2017
Stephen Greer and Daniel Latimore

PFM is dead. Banks need to think about ubiquitous delivery of PFE: Personal Financial Experiences.

Key research questions

  • How does Celent define PFE?
  • How is PFE different from PFM?
  • Which vendors are providing PFE?


PFM has been a digital banking buzzword for some time, but existing industry initiatives haven't been widely adopted. A fresh perspective on PFM, Celent's new PFE conceptual model outlines the steps that banks should take to engage their customers across all financial experiences.

PFM Vendor Taxonomy

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Insight details

Content Type
Industry Trends
North America
Subscription categories
Banking, Branch Bundle BBL, Digital Banking, Retail & Business Banking