According to the solution provider, the PFM service provides consumers a one-stop online location to manage all of their personal finances and accounts within their bank’s Internet banking application.
Developed on Geezeo, CSI’s PFM solution offers consumers a simple online portal with a wide array of convenient tools including dashboard, cashflow calendar, net worth graphs, budgeting tools, expense tracking and financial goals for easy financial management, claims CSI.
The customer friendly online solution allows bankers to increase customer loyalty and attract younger customers by implementing the solution, said the firm.
Expressing satisfaction using the tool, Farmers Bank & Trust president and CEO Jeff McDaniels said PFM gives their customers one location – on their Internet banking site – that not only helps them manage their Farmers Bank & Trust accounts, but also monitor, track and plan all of their financial needs.
"The benefit to us is twofold. First, we attract customers comfortable with eBanking, and second, we can offer competitive online services demanded by our community that traditionally have been the domain of larger banks," McDaniels added.
