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Bradford-Scott offers an integrated suite of Online Financial Management (OFM) tools and services including Personal Financial Management (PFM) software for credit unions. PFM empowers your online members, giving them a holistic view of their financial assets, liabilities and budgets.

The Personal Financial Management software provides a robust set of out-of-the-box solutions for your credit union. Increase share wallet, expand your markets, and increase retention and satisfaction with Personal Financial Management. Contact us for more information.

Read this article from American Banker, “Getting People To Use PFM”. What would it take to make personal financial management apps more popular? Cash flow predictions and deeper spending insights, say many observers in this market, from entrepreneurs to analysts to bankers. Click here to read more.