Grand Rapids, MI – August 1st, 2011
After requests by its partner credit unions to add some form of Personal Finance Management (PFM or OFM) to It’s Me 247 Online Banking, the CU*Answers CUSO has teamed up with MoneyDesktop. This first PFM interface will provide members with the ability to aggregate and track finances across all their financial institutions to better manage their money.

According to CU*Answers, team members recently met with the MDT staff to discuss how this new offering will work. This project is currently in the specification stage and interface details are still being fleshed out, but an initial group of credit unions is planned to be in beta test by the end of the year.

To read some of the concept ideas on how the process will work for both the credit union and its members, access the project planning page at www.cuanswers.com/kitchen/pfm.php.