Gartner Research

Use Cases for Personal Financial Management

Published: 05 September 2012

ID: G00238764

Analyst(s): Stessa Cohen


Current personal financial management bank offerings fall far short of their potential. Deploying functionality that supports these and other use cases will help banks drive tangible financial results and avoid wasted investment.

Table Of Contents


  • PFM Driven by Customer Needs, Not Bank Priorities
  • Customer-Driven PFM Use Cases
    • One-Off Use Cases
    • Ongoing PFM Use Cases
  • Recommendations for Banks Implementing Customer-Driven PFM

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