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Venue

InterContinental Miami
100 Chopin Plaza
Miami, FL 33131
Tel: 1-800-327-3005

Forward this Session

Forward this Session

MORE BANG FOR YOUR BUCK: A CLOSER LOOK AT PERSONAL FINANCIAL MANAGEMENT TOOLS

A wave of personal financial management (PFM) tools have hit the market in the past decade, providing consumers with an abundance of options to choose from. But what impact are these tools having on consumer financial health and can these companies actual turn a profit? Hear from a diverse group of PFM providers about their results to date in helping consumers take better control of their finances. Panelists will also address how best to communicate with clients to yield greater engagement and how to build a sustainable business model.

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