Table of Contents

Executive Summary

PFM tools are poised to evolve into personal digital assistants

Open banking and AI will drive PFM tool transformation

Tech advancements applied to PFM tools will address consumers’ key banking pain points

What benefits and challenges will banks encounter in enhancing PFM tools?

Sources

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About This Report

To truly change consumers’ financial behaviors for the better, personal finance management tools must take human nature into account and lean on AI to become predictive, proactive, and prescriptive. We look at why banks will also benefit.