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 … READ MORE
COMMENTS [ 0 ]Tag Archives: PFM
CFSI’s Sarah Gordon on Seeding Innovation for Financial Health
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 One, Charles Schwab, Citi, … READ MORE
COMMENTS [ 4 ]Best Practices in PFM
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 users manage their financial … READ MORE
COMMENTS [ ]