Financial Fitness: Helping Consumers Achieve Their Goals

Posted by Hannah Day

Sep 26, 2018 11:00:00 AM

With consumer debt at an all-time high, many people are looking for easy ways to keep track of their finances. Financial institutions (FIs) have an amazing opportunity to cultivate customer relationships by helping customers aggregate their financial data into one personal financial management (PFM) solution so they have a full view of their finances.

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Topics: financial fitness, banks, Credit Unions, money management, debt, Millennials, Financial Services Industry, Budgeting

Top 10 Reasons to Send Speadsheets Back to the 80's

Posted by Lesley Karstens

Jul 23, 2015 9:41:00 AM

For those of you that have seen the ABC show The Goldbergs you’ve been transported back to the 80’s where times were simpler and Atari®, Trapper Keeper® and Reebok® Pumps were all the rage.  I find myself saying several times during the show “oh yeah, I remember that! “

Some of the major inventions of the 80’s include the personal computer, the compact disc, the disposable camera, and the cellular phone.  Most of us still use these products religiously although they have dramatically changed since the 80’s.  The reason for change is because as consumers we demanded that things be intuitive, easier to use and ultimately save us time. 

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Topics: Budgeting

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