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Breaking Banks Fintech

Breaking Banks Fintech

Thursday at 12 Noon Pacific

June 20th 2013: Moving from Personal Financial Management to Personal Financial Performance

PFM or Personal Financial Management tools first popularized by Mint.com have taken the financial services space by storm in the last couple of years. In this week's show we talk to some of the leading PFM platforms to talk about why banks are taking on PFM capability and how customers are referencing this capability. More importantly we'll also discuss how real-time, personalization, big data, gamification, mobile user experience, rich data overlay and geo-location will move PFM into a day-to-day personal financial performance capability that you use everyday to give you context and awareness

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Featured Guests

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Shawn Ward

Shawn Ward- Geezeo- CEO & Co-Founder Shawn is Geezeo’s CEO and leads the organization's third party partnerships and investor relationships. Along with his co-founder, Pete Glyman, he directs the organization's strategic initiatives.
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Bret Skousen

Bret Skousen-Moneydesktop - Executive Vice President, Marketing & PR Bret's 20+ years of executive leadership at companies like Black & Decker (B&D), and most recently Mountain America Credit Union (MACU), have resulted in a business acumen that is both broad and deep.
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Matt West

Matt WestMoneydesktop - Vice President, Financial Institution Sales Matt has been with MoneyDesktop since before it brought on its first financial institution.
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https://www.voiceamerica.com/show/2193/breaking-banks-fintech 08/08/2020 12:00 08/08/2020 01:00 Breaking Banks Fintech https://www.voiceamerica.com/show/2193/breaking-banks-fintech PFM or Personal Financial Management tools first popularized by Mint.com have taken the financial services space by storm in the last couple of years. In this week's show we talk to some of the leading PFM platforms to talk about why banks are taking on PFM capability and how customers are referencing this capability. More importantly we'll also discuss how real-time, personalization, big data, gamification, mobile user experience, rich data overlay and geo-location will move PFM into a day-to-day personal financial performance capability that you use everyday to give you context and awareness. Join Brett King as he interviews players from MoneyDesktop, Yodlee and Geezeo on this emerging space in customer enablement VoiceAmerica | Talk Radio | Online Talk Radio studio@voiceamerica.com false DD/MM/YYYY Add to Calendar
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