Tag archive for personal finance management

What is account aggregation and how should banks in Asia and developing countries approach it?

This article was originally published in Banking & Payments Asia May 2013, Issue 51   ACCOUNT AGGREGATION is a service that provides the ability to automate the retrieval of public and private information from different sources or web sites. In a banking context, it is…

Continue reading →

Maybank offers Personal Finance Management to their customers

Maybank, the largest bank in Malaysia today launched M2U Planner, a Personal Finance Management ( PFM ) solution delivered by Perfectsen after undergoing a successful closed trial period. This marks the first complete PFM solution offered by a Bank in the South East Asia region….

Continue reading →

What is PFM ?

A PFM ( Personal Finance Management ) solution is a software that enables one to have control and a better understanding on their financial state. It can be use both ways, either to lower your debt or to increase your wealth. Standard PFM features include…

Continue reading →

Top 10 Possible Trends in Retail Banking for 2012

As we usher in 2012, a year that will be challenging for many financial institutions / banks but at the same time presents a chance for growth and innovation. Here are some trends, predictions and focus that we might potentially see in the realm of…

Continue reading →