Seize the Opportunity to Gain PFI Status
with Modern Consumers

Primary financial institution (PFI) status is the pinnacle of customer relationships. And deposit accounts are the proven gateway to PFI status.

In this ebook, we illustrate the value of PFI status, examine the deep connection between PFI status and deposit accounts, and explore the tools and technology to help address the barriers and pitfalls for both banks and consumers. Your journey to PFI status starts here.