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Online Personal Financial Management (OFM) 3.0

Taking online banking to the next level with personal finance tools and guidance (aka PFM)

Jim Bruene

May. 20, 2010; OBR 179/180


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Abstract: This report looks at the rapid growth of online personal financial management during the past few years. And details the many ways financial institutions can leverage these consumer-friendly applications to help and retain online banking customers.

In addition, we take a close look at PNC Bank’s novel Virtual Wallet, an award winning online combination of checking, savings, and personal financial management.

Companies mentioned: Addison Avenue Credit Union, Bank of America, Harris Bank, HSBC, IDEO, Intuit, Key Bank,, PNC Bank, Tile Financial, Truliant Federal Credit Union, Wells Fargo, Wesabe, Wilshire State Bank, Yodlee

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