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

Celent will help qualify your requirements and introduce you to the vendor
Spotted a missing vendor? Use this form to alert a vendor to the Celent service
Create a vendor selection project & run comparison reports
Register to access this feature
Click to express your interest in this report
Indication of coverage against your requirements
Vendor requires PRO subscription to activate this feature
Requires research subscription, contact Celent for more info
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?

Abstract

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

sign in or register to read more

Insight details

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