Post Tagged with: "Financial Planning"

Navy Federal Adds Financial Calendar to Smartphone App

Navy Federal Adds Financial Calendar to Smartphone App

by May 5, 2016 at 2:33 pm 0 comments

Navy Federal Credit Union added a financial calendar to its smartphone app with a new update released this week. The idea began with Navy Federal’s tablet applications and proved valuable to customers there, according to Tim Day, assistant vice president of digital channels at Navy Federal and head of the creditRead More

21 Reasons Why the Mobile Banking Naysayers Are Wrong

21 Reasons Why the Mobile Banking Naysayers Are Wrong

by July 23, 2013 at 10:43 am 6 comments

No monetization — that’s the crux of the argument against mobile banking. The Debbie Downers of banking say mobile has not — and, to some degree, will not — be monetized by banks to any great extent. “Mobile is the fastest-growing channel and that it is a big deal,” oneRead More

LearnVest Launches iPhone App

LearnVest Launches iPhone App

by October 29, 2012 at 9:47 am 0 comments

Award-winning personal financial management app LearnVest launched its iPhone app Thursday, and already it ranks No. 6 among the 20 most downloaded apps, according to AppShopper data. As its name implies, LearnVest aims to help financial newbies and young people learn to get a handle on their finances. The app isRead More

Banker Jones and the Last Crusade: Is Wealth Management the New Holy Grail?

Banker Jones and the Last Crusade: Is Wealth Management the New Holy Grail?

by June 14, 2012 at 8:37 am 0 comments

In my June 6 post 9 of 10 Banks Are Mulling an Overhaul I linked to the American Banker article that cited the findings from a KPMG study that also said: Forty percent of the respondents said that asset and wealth management would be essential to expan…

Two Surefire Ways to Irritate Your Customers

Two Surefire Ways to Irritate Your Customers

by May 24, 2012 at 4:59 pm 0 comments

This is my shortest post ever. I have sat in numerous financial services conference sessions over the past several days as I try to contemplate all of the ways that the megatrends of  social, mobile, analytics and cloud might impact the future of the …