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The future of online banking.

Online Financial Management (OFM) is the next evolution of online banking. It’s about putting consumers in control of their finances without any software to install or information to download. OFM enables your customers or members to see trends in their spending and even find ways to save – regardless of how many accounts they have or with what institutions. OFM allows users to manage financial accounts from thousands of financial providers – including their credit cards, loans, deposits, investments, utility bills, etc. – all in one place.

More than 2 million people have already turned to third-party Web sites for personal financial management tools. According to Forrester Research, 8 out of 10 consumers would prefer to manage their finances at the place they trust most with their personal financial data – their financial institution.

And because consumers can access OFM tools from the same place they already do their online banking, they’ll be more likely to stay with your institution and refer others to you rather than your competition. As proof, we see that banks and credit unions who offer FinanceWorks have a 50% higher Net Promoter® score than those that do not.1

1 Source: Profitability Study, Cathy Graeber, 2009