Personal finance

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/Personal finance

Fintech startup The Lifehouse looks for beta testers

Former Canaccord Genuity Wealth Management CEO Neil Darke is making it his mission to help millennials, rocked by financial uncertainty (student loans, pensions, house prices), to find the financial path to the life they truly want by launching a fintech start-up called The Lifehouse.Co.

/Personal finance

Access Softek to offer customers Geezeo personal financial management

Access Softek, a premier mobile banking platform provider, recently announced it has established a formal reseller agreement with Geezeo, a leading FinTech firm that offers integrated digital financial management.

/Personal finance

API-driven core banking vendor Nymbus partners with PFM outfit Geezeo

NYMBUS, the world’s first complete, full-stack, API driven core banking platform, today announced its partnership with Geezeo, a leading white label Personal Finance Management (PFM) provider for banks and credit unions.

/Personal finance

EWise launches Aegis data management platform

EWise, a leading international provider of personal data management solutions, is launching its new product Aegis, the consumer-centric data management platform, at Finovate Europe.

/Personal finance

DBS deploys Moneythor for PFM

Moneythor, an innovative provider of digital banking and customer analytics solutions for the financial services industry, today announced that DBS Bank has deployed its solution to support its group-wide digital banking initiatives.

/Personal finance

Atos announces partners for personal financial management service

Atos, an international leader in digital services, has today launched a next generation digital solution for retail financial services, Digital Customer Experience Transformation (DCXT).

/Personal finance

The Riverside Company backs Kasasa by BancVue

Award-winning financial technology and marketing services provider Kasasa by BancVue announced today that it has formed a strategic investment partnership with global private equity firm, The Riverside Company.

/Personal finance

Prosper Marketplace appoints former Capital One staffer Kunal Kaul as EVP of operations

Prosper Marketplace today announced it has appointed Kunal Kaul Executive Vice President of Operations.

/Personal finance

Commonwealth Bank and Goldman Sachs enter equities alliance

Commonwealth Bank and Goldman Sachs today announce a strategic alliance that will create a preeminent capability in equities by combining leading equity capital markets and investment research expertise with Australia’s largest online retail share trading platform.

/Personal finance

Q2 buys Social Money

Q2 Holdings, Inc. (NYSE: QTWO), a provider of secure, cloud-based virtual banking solutions, today announced the acquisition of Des Moines, Iowa-based Social Money, a financial services software company that offers a modern, cloud-based platform that assists financial institutions in their direct digital strategies, best represented in their award-winning SmartyPig product.

/Personal finance

Geezeo to build custom financial event apps

Geezeo, a leading FinTech firm that offers integrated digital financial management and web-based, data-driven marketing platforms to financial institutions (FIs), has begun prototyping PFM driven lifestyle apps.

/Personal finance

MX appoints Eric Fearday EVP, worldwide sales and partnerships

MX, a fintech company that makes it possible for banks and credit unions to win their competitor’s most profitable account holders, announced its newest member of the executive team, Eric Fearday.

/Personal finance

FCA opens consultation on broadening consumer access to financial advice

On Monday HM Treasury and the Financial Conduct Authority (FCA) will launch a joint consultation exploring what can be done to improve customers’ access to financial advice.

/Personal finance

Financial advisor Wesleyan gets tech field support from IT Specialists

Nationwide managed services company IT Specialists (ITS) has secured a contract to provide financial mutual Wesleyan and its team of financial advisers with IT support and services, whether they are working from home or travelling up and down the country.

/Personal finance

Prosper Marketplace to acquire BillGuard

Prosper Marketplace, which operates a leading online marketplace that connects borrowers and investors, today announced that it has signed a definitive agreement to acquire BillGuard, a personal finance analytics company that develops popular consumer apps to manage, protect and do more with money and credit.

/Personal finance

EWise names James Redfern global head of sales

eWise today announced that James Redfern has been named as Global Head of Sales and will lead the eWise sales teams in Europe, Asia and Australia.

/Personal finance

Geezeo rolls out API site

Geezeo, a fintech company that helps an estimated 400 banks and credit unions better engage customers through digital channels, has rolled out its new API site and introduced its revised REST API and .NET Software Development Kits (SDK).

/Personal finance

Mobilearth and Geezeo integrate remote branch tech with PFM

Omni-channel, mobile banking provider Mobilearth has partnered with personal finance management (PFM) provider Geezeo to offer PFM as an engagement platform for credit union members.

/Personal finance

SapientNitro develops new iPad app for Fidelity

SapientNitro, part of Publicis.Sapient, and Fidelity Worldwide Investment, the worldwide asset management company, have launched an iPad app for all investors.

/Personal finance

Nafcu selects Geezeo as preferred PFM partner

NAFCU Services Corporation has selected Geezeo, a leading provider of engagement banking, as the Preferred Partner for Personal Financial Management (PFM) following votes by three panels of industry-leading credit union CEOs.

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