Pfm Trends & Statistics

EMARKETER offers market research, trends and statistics for a variety of topics and industries. Here you will find a collection of reports, articles and other resources for Pfm

Open banking and AI will drive transformation in personal finance management tools

Article
Aug 26, 2024

Two factors are converging to drive improvements in PFM tool functions and make them a bigger factor in customer satisfaction and retention.

US student loan forgiveness will give 73,000 US consumers extra cash—and they’ll want help saving and investing it

US student loan forgiveness will give 73,000 US consumers extra cash—and they’ll want help saving and investing it

Article
Jan 24, 2024

$5 billion in student debt forgiveness will impact more than 70,000 borrowers, opening up an opportunity for advising them on new financial strategies.

Personal Financial Management Tool Users, UK

CollectionSnapshot
Jul 12, 2023

Personal Financial Management Tool Users, US

CollectionSnapshot
Jul 12, 2023
US Mobile Banking Emerging Features Benchmark 2021

US Mobile Banking Emerging Features Benchmark 2021

Report
Dec 07, 2021

This fifth annual benchmark stacks up 23 US financial institutions against one another, evaluating their mobile app capabilities based on consumer demand for 42 emerging features.

US Neobank Emerging Features Benchmark 2021

US Neobank Emerging Features Benchmark 2021

Report
Nov 30, 2021

This benchmark evaluates four US neobanks across seven categories and weights their scores according to the results from a survey of US mobile banking users. It highlights the most in-demand mobile banking features that an incumbent, fintech, or neobank can offer to attract, retain, or monetize users.

UK Neobank Emerging Features Benchmark 2021

UK Neobank Emerging Features Benchmark 2021

Report
Oct 14, 2021

Over the past five years, neobanks have advanced on two fronts: user growth and richness of mobile functionality. But they’re still chasing profitability, launching new financial services offerings and reserving some of their most innovative features for paying customers. This second annual study stacks up the top four UK neobanks against one another, scoring their mobile app capabilities based on consumer demand for 48 emerging features.

NatWest goes niche with acquisition of PFM app for children

NatWest goes niche with acquisition of PFM app for children

Article
Oct 08, 2021

A child-centric PFM app could help NatWest influence a younger generation’s financial lives—and its unique value-add could reduce defection to proliferating switching incentives.

UK Mobile Banking Emerging Features Benchmark 2021

UK Mobile Banking Emerging Features Benchmark 2021

Report
Sep 02, 2021

This third annual study ranks the 10 largest UK banks and building societies by assets according to their mobile banking capabilities and how highly consumers value their offerings. We present detailed benchmarking data on the availability of 41 mobile features, selected based on their propensity to set financial institutions apart.

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