Driving Revenue from Personal Financial Management Solutions

Satisfy Customers and Expand Your Share of Wallet

The majority of financial institutions hold only 20% of a customer's share-of-wallet. Learn how you can leverage data from Personal Financial Management (PFM) solutions to capture that base of 80% of account balances held by competitors and turn your online banking platform into a revenue generator. Join us for a live webinar and learn how you can deepen your customer relationships and expand your share of wallet.

Learn how you can use data from PFM solutions to:
  • Gain a full understanding of your competitive landscape
  • Know exactly where your customers have other accounts, the balances on those accounts and other key information
  • Segment your customers based on holdings and spending behavior to create highly targeted and personalized cross-selling campaigns

Register here.

WEBINAR DETAILS

 

When:
November 17, 2009

Time: 
11:00 AM PDT
2:00 PM EDT

Who:

Ray Schachle
GM, Yodlee DataServices

Suzanne Doria
Director, Product Marketing at Yodlee

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© 2008 Yodlee, Inc.