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29 product(s) and free and sample content

From: Mapa Research

Mapa Research

Our digital banking app data has highly visual outputs to show you what best practices look like in all areas of the digital customer journey. We offer recommendations as well as inspiration for your digital product roadmap.

  • Custom programs
  • Mystery shop program
  • Gap analysis

Market Research Solutions, Competitive Produc...

Looking into the future: Personal Finance Management tools (PFMs)

By Chad Watkins, Director of Market Intelligence and Chris Ward, Lead Analyst at Informa Financial Intelligence 30 Jul 2018

Chad Watkins, Director of Market Intelligence at Informa Financial Intelligence, and Chris Ward, Lead Analyst at Informa Financial Intelligence in the U.K and Europe, continue their discussion of European financial services digital features and functionality trends that are likely to appear in the U.S. This podcast discusses personal finance management (PFM) tools including encouraging savings, spending categorization, budgeting tools, account aggregation, gamification, and peer behavior comparison. Podcast #3 in an ongoing series.

Topic Fintech

Mapa Research

PFM tools in mobile banking

By Mapa Research 05 Dec 2017

Personal Financial Management (PFM) tools help customers better understand their financial health, what they are spending money on, and trends around their incoming and outgoing cash. Often these tools let customers put money to one side, to help them reach financial goals. Banking providers who prioritize PFM focus on helping customers understand and control their financial situation. While we know that challengers are putting PFM at the heart of their offerings, continually improving the analytics and categorization supplied, incumbent banks have been slower to bring even basic PFM tools to the forefront of their mobile or desktop banking platforms. Download the full report to find out more.

Topic Industry News

From: Financial Product Advertising

Financial Product Advertising

Get your online advertising to the right consumers and maximize revenue from your investment.

  • Scalable marketing platform
  • Flexible journeys
  • Top financial partners

Financial Product Advertising, Media Partners...

Online advertising - generating qualified leads

22 Dec 2016

Research shows that when it comes to financial products, 88% of consumers begin their search online.

From: Zephyr Portfolio Analytics

Zephyr Portfolio Analytics

Make intelligent decisions with the premier solution for portfolio analytics, research, and custom reporting.

  • First-class customer service
  • Robust math API
  • Highly flexible reporting and presentations

EPFR Fund Flows, Zephyr Portfolio Analytics, ...

Bond guy looks at stocks

By David Ader 03 Feb 2017

I am first, foremost and solely a US Interest Rate Strategist (call me I-rate for short) so it is with no shortage of anxiety that I dare delve into the equity market. That said, I do look at the evidence and there are things out there that make me wary of equity valuations which, all things being equal, should serve as a brake of sorts on a sharp rise in bond yields.

Zephyr Portfolio Analytics

Alternatives and Roles they play in Asset Allocation

By Ryan Nauman 05 Jan 2017

In the aftermath of the Credit Crisis, diversification has come under the microscope. Portfolios that were traditionally considered diversified could not withstand the global reach of the crisis and protections failed when they were needed most.

Topic Asset Allocation