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

Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
24 July 2017
Stephen Greer and Daniel W. 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

Subscription required

Access to this content requires a Celent research subscription.

Subscribers should sign in to access this research.

If you are not a subscriber, register now or contact us to find out more about our subscription options.

sign in or sign up to read more

Insight details

Retail Banking
Subscription(s) required to access this Insight:
Banking, >>Retail & Business Banking
Insight Format
Geographic Focus
North America