In an unpublished survey conducted this fall by Aite Group, a strong majority of credit union executives (75 percent of the 500 polled) indicated that online personal financial management tools for customers was a must-have investment either by this year or next.

But the enthusiasm shown by these credit union leaders-and by the bankers who have flocked to PFM providers like Yodlee, Geezeo and Intuit's FinanceWorks-has thus far not been matched by a similar response from customers.

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