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Tag: PFM

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CMO Interview with Jennifer Marino

In Banking, FinTech, MarketingTags Hockey, PFMPublish DateAugust 12, 2020

August 12, 2020 Jen Marino was most recently the Chief Marketing and Customer Officer at Rockland Trust Company, where she led the company’s branding, communications, strategic planning, and customer experience efforts. Rockland Trust is a $11.5 billion community-oriented commercial bank serving eastern and southeastern Massachusetts plus Rhode Island. Under Jen’s leadership, the bank integrated and leveraged cutting-edge technology to enhance the customer experience, including launching a new online platform that opens both business and consumer accounts in less than five …

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CFSI’s Sarah Gordon on Seeding Innovation for Financial Health

In Accelerators, FinTech, InnovationTags CFSI, CircleLending, PFMPublish DateAugust 20, 2015

Since 2004, the nonprofit Center for Financial Services Innovation (CFSI) has been on a mission to improve the financial health of all Americans. With funding provided by the Ford Foundation (a founding sponsor), Amex, BofA, Cap …

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Best Practices in PFM

In PFMTags PFM, YodleePublish DateNovember 5, 2013

Offering Personal Financial Management capabilities, commonly known as PFM, can place financial institutions at the center of their clients’ financial lives and in the role of trusted advisor. The promise of PFM is to help individual …

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Quotable Quotes
“Whenever the old gives way to the new, everybody with vested interests in the old starts crying that the world will stop. There aren’t many people with vested interests in the new.”
— WALTER WRISTON

“The reasonable man adapts himself to the world; the unreasonable one persists in trying to adapt the world to himself. Therefore all progress depends on the unreasonable man.”
— GEORGE BERNARD SHAW

“All you need in this life is ignorance and confidence, and then success is sure.”
— MARK TWAIN

Bookmarks
FinTech Sandbox
Observations from the Fintech Snark Tank
Revolutions Podcast
The Wine Chef

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