Researcher Change Sciences has been doing outstanding work in financial user experience for more than a decade. In the last year alone, they’ve published deep dives in online, mobile, social media, mortgage, small business, investing, and account opening. The company counts most of the major players as customers; typical reports cost $5,000.
Its latest, published this week, contains a much-needed look at the UI of personal financial manager (PFM) services offered through major banks.
The winner? PNC Bank, which not only took top honors for its Virtual Wallet, but also claimed the number-three spot for Wealth Insight, a service geared to high-net-worth clients, launched last September. Both PNC PFMs were designed in conjunction with IDEO.
Mint.com came in a close second followed by the biggest surprise of the survey Bank Simple, which tied with USAA as the second-highest scoring bank.
For more info, download the research fact sheet.
Overall PFM Ranking
points on Change Sciences scorecard
1. Image from Italian band PFM <pfmpfm.it>
2. For our take on PFMs, see our May 2010 Online Banking Report.