Personal Financial Management
Service for Internet Banking Customers
Launched by CSI
AN ONLINE PORTAL THAT ENABLES BANK CUSTOMERS TO MANAGE THEIR FINANCIAL ACCOUNTS has been introduced by Computer Services Inc. (CSI), Paducah, Ky. The personal financial management (PFM) service gives customers a one-
stop online location to manage all of their personal finances and accounts
within the bank’s Internet banking application.
The service offers customers several
tools aimed at making financial management easier, such as a dashboard,
cashflow calendar, net worth graphs,
budgeting tools, expense tracking and
financial goals. The service is seen as a
way for banks to increase customer loyalty and attract younger customers to
community and regional banks.
Princeton, Ky.-based Farmers Bank
& Trust Co. said that the PFM services
provide the bank with an integrated online banking tool for building customer
loyalty and continuing to reinforce the
bank’s commitment to providing its
customers with innovative technology.
“PFM gives our customers one
location—on our Internet banking
A sample screen from
CSI’s personal financial
management service for
online banking customers.
site—that not only helps them manage
their Farmers Bank & Trust accounts,
but also monitor, track and plan all of
their financial needs,” says Jeff McDan-
iels, the bank president and CEO. “The
benefit to us is twofold. First, we attract
customers comfortable with eBanking,
and second, we can offer competitive
online services demanded by our com-
munity that traditionally have been the
domain of larger banks.”
CSI recently released a microsite
that showcases its online banking
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