Gartner Research

2014 Strategic Road Map for Personal Financial Management Tools and Digital Personal Financial Advisors

Published: 15 August 2014

ID: G00258753

Analyst(s): Stessa Cohen


Personal financial management tools have failed banks and their customers. Bank CIOs must develop a comprehensive strategy that extends PFM capabilities, integrates them fully with the digital banking experience and builds a foundation for the DPFA.

Table Of Contents


  • PFM Overview
    • The IT Leader's PFM Dilemma
  • Future State
  • Current State
    • Current PFM Functionality
  • Gap Analysis and Interdependencies
  • Migration Plan
    • Migrating PFM
    • Higher Priority
    • Medium Priority
    • Lower Priority

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