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Syndicated Sample Report

Personal Finance Management (Part 1): What Consumers Really Want from PFM

Table of Figures

Figure 1: Current Methods for Monitoring or Managing Finances (2009–10)............................................................................. 8 Figure 2: Number of Banks, Credit Unions, Brokerages and FIs Where Households Maintain Accounts.................................. 11 Figure 3: Primary Method of Monitoring and Managing Finances (2009–10)........................................................................... 12 Figure 4: Javelin Profiles of Four Types of Money Managers..................................................................................................... 13 Figure 5: Features of Top Value If Banks Consolidate Data from Outside Accounts ................................................................. 15 Figure 6: Consumers’ Likelihood of Remaining a Customer If Bank Consolidates Account Information (by Type of Money Manager) .................................................................................................................................................................................... 16 Figure 7: Frequency of Updating Spreadsheets and Money Data (DesktopPFM Users vs. All Consumers) ............................. 17 Figure 8: EaseofUse Ratings for Monitoring Finances (by Type of Money Manager) ............................................................. 18 Figure 9: Consumers’ Willingness to Provide Login Credentials (by Type of Money Manager)................................................. 19 Figure 10: Perceived Ability of Banks and PFM Websites to Protect Login or Password Information (All Consumers) ............ 21 Figure 11: Perceived Ability of Banks and PFM Websites to Protect Login or Password Information (by Type of Money Manager) .................................................................................................................................................................................... 22 Figure 12: Market Share of WebPFM Users Among Four Giant Banks..................................................................................... 24 Figure 13: Bank of America Customers Who Use “My Portfolio” or Web PFM ......................................................................... 25 Figure 14: Consumers’ Use of Credit Cards and Ability to Pay Them Off (by Type of Money Manager)................................... 26 Figure 15: Likelihood That WebPFM Users Will Sign Up for Overdraft Protection (by Type of Money Manager) ................... 27 Figure 16: Consumers’ Desire to Make Expedited Payments Through Their Bank (by Type of Money Manager) .................... 28 Figure 17: Consumers Who Logged In to Online Banking, Paid Bills Online in Past Month (by Type of Money Manager) ....... 29 Figure 18: Consumers’ Frequency of Monitoring and Managing Finances Online (Mobile vs. Online vs. All Consumers)........ 31 Figure 19: Methods Used to Manage Money (Mobile vs. Online vs. All Consumers)................................................................ 32 Figure 20: Key Benefits of the Consumer’s Primary MoneyManagement Method.................................................................. 33 Figure 21: Features of Top Value If Banks Consolidate Data from Outside Accounts ............................................................... 34 Figure 22: Features of Top Value to Consumers Who Have No MoneyManagement System ................................................. 35 Figure 23: Age of WebPFM Users (vs. Consumers Overall) ...................................................................................................... 36

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