The case examines HelloWallet, the online, independent financial guidance service, in the context of behavioral finance concepts. It also looks at the specific challenges faced by online personal financial management (PFM) systems. In addition, the case has a detailed overview of American household finance, including data regarding Americans’ ability to save money, readiness for retirement, and level of financial literacy.
HelloWallet offers a range of services including PFM, financial planning, a system to aggregate users’ financial accounts, and an application to help users find financial products that are better deals than their current ones. While not the first to market with this type of service, HelloWallet differentiated itself in three major ways. Click here to read more…
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