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 lives more efficiently, more effectively, and with greater confidence. PFM offerings have been prominently featured at the financial innovation conference Finovate for the last several years. But my sense, from talking to industry analysts and practitioners alike, is that PFM …
