Personal finance

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/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.

/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.

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