Understanding Personal Finance Management (PFM) space in the Financial Services Industry
01/07/2026
One of our clients is looking to connect with an expert in the personal finance management space in the financial services industry. They are looking to understand the customer engagement ecosystem, competitive landscape, operational landscape, future outlook, challenges and best practices of key players in this industry. Experts who have previously worked with key players like CapFloat Financial Services Private Limited, Plaid Financial Ltd., Nu Holdings Ltd., Axio, YNAB etc. would be ideal.
