Personal finance

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/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.

/Personal finance

Perk Plastik prepaid debit and loyalty card launched

Perk.com Inc. (TSX:PER) (“Perk”), a leading cloud-based mobile rewards platform provider, announced today the launch of Perk Plastik, a new prepaid debit card that runs via the Discover Network, allows users to convert Perk Points into money available to be used at any retail or online establishment.

/Personal finance

BBVA launches Apple Watch app

The new app reflects BBVA's commitment to make things easier for customers. They are free to choose how they want to interact with their bank at any moment in accordance with their personal needs and circumstances.

/Personal finance

Geezeo secures deal with BankMobile

Geezeo, a fintech company that helps more than 370 financial institutions better engage consumers through its digital advisory platforms, today announced that it will power Personal Financial Management (PFM) for BankMobile, a digital-only division of Customers Bank in Wyomissing, PA.

/Personal finance

Wealth Help taps eWise for UK PFM tool

eWise, the leading international provider of Personal Financial Management (PFM) and Account Aggregation solutions, announce that Wealth Help will launch an advanced Personal Financial Management tool using the eWise Money Manager solution in the Cloud.

/Personal finance

Citi revamps iPhone app

Citi announced today the release of its completely redesigned Citi Mobile® App for iPhone® in the U.S. The new app for consumer banking and credit card customers enables the use of the Touch ID feature on iPhone devices, integrates with Apple Watch™ and adds new features responding to customer feedback and changing behaviors.

/Personal finance

Backbase adds Geezeo PFM to Open Banking Marketplace

Backbase, the digital banking platform provider, has partnered with personal financial management (PFM) solutions provider Geezeo, an agreement that adds the Connecticut-based private company to the Backbase Open Banking Marketplace.

/Personal finance

Advicent brings Narrator to UK financial advice market

Advicent Solutions, provider of technology solutions for financial institutions, launched Narrator in the United Kingdom today.

/Personal finance

Broadridge closes acquisition of Thomson Reuters' Fiduciary Services and Competitive Intelligence un

Broadridge Financial Solutions, Inc. (NYSE:BR) has completed its acquisition of the Fiduciary Services and Competitive Intelligence unit from Thomson Reuters’ (NYSE: TRI) Lipper division.

/Personal finance

Singapore's MoneySmart to launch PFM tools with eWise

eWise, the leading international provider of Personal Financial Management (PFM) and Account Aggregation solutions, announce that MoneySmart.sg will launch in the second half of 2015 an advanced Personal Financial Management tool using the eWise Money Management solution.

/Personal finance

UK PFM platform True Potential releases Apple Watch app

Personal finance platform True Potential Investments has made Apple’s latest consumer technology accessible to UK investors by launching its True Potential Investor app on Apple Watch.

/Personal finance

Wallaby Financial launches Apple Watch app

Wallaby Financial, the leader in mobile and web-based credit card optimization solutions, today announced the launch of Wallaby for Apple Watch.

/Personal finance

Mitek unveils DoubleNet Pay financial wellness app

Mitek (MITK), the leading innovator of mobile imaging for financial transactions and identification, today announced the latest app launch from its developer program, DoubleNet Pay.

/Personal finance

MasterCard unveils personal finance platform for millennials

By 2017, millennials’ spending power is expected to surpass that of baby boomers, yet a majority of these young consumers lack core financial literacy skills and access to tools and information to help them succeed.

/Personal finance

Backbase adds Payveris to Open Banking Marketplace

Backbase, the omni-channel digital banking vendor and Payveris, a provider of next generation digital payment solutions, today announced a new partnership to enhance Backbase's Money Movement capabilities.

/Personal finance

Defaqto swaps private equity owner

Defaqto Group, a benchmarking company that provides a number of ratings and data analysis services to financial institutions, has swapped its private equity owners after Foresight Group sold its share in the firm to the management, backed by a majority investment of £24.25m from UK PE firm Synova Capital.

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