Fresh off its third "Best of Show" win at FinovateSpring 2013 in San Francisco, PFM provider MoneyDesktop seems to be at the top of its game right now. To find out the inside scoop on MoneyDesktop, we invited the company's Bret Skousen on the program for a discussion on how PFM can help credit unions become more valuable to their members -- especially going mobile. To reinforce this point, we dissected five reasons why a credit union should have a PFM solution to help their members gain a better foothold on their finances. Many thanks to Bret and his mountaintop view background for being on the show. Enjoy!
MoneyDesktop demo at FinovateSpring 2013 (finovate.com/spring13vid/moneydesktop.html)
Mike Lawson, Host
Married to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.