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Carla Day

CU Chat Up- Personal Financial Management

by Carla Day

in Finance
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Ron Shevlin from Aite will be on to discuss their recent research report about Personal Financial Management, including data about both the user and financial institution's perspectives. Eric Acree and Matt Fagala from Vantage CU will also be on to discuss why they decided to adopt a PFM now.
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Tags:
credit union,
banking,
financial services,
cuchatup,
cu chat up
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