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

Bay Area top spot for fintech startup funding

Fintech startups in the San Francisco Bay Area tend to raise far more in capital funding than those in other parts of the US, figures put together by the Financial Solutions Lab (FinLab) suggest.

/Personal finance

ASB gives piggy bank a digital makeover

New Zealand's ASB is bringing the piggy bank into the digital, cashless age, ditching the coin slot for a display screen that helps kids keep track of their pocket money.

/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

Intuit to sell Quicken

Personal finance behemoth Intuit is preparing to flog off the family silver with the proposed sale of its flagship accounting software package Quicken.

/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

P2P lenders target UK market ahead of new regulation

The UK could be swamped by P2P lenders after it emerged that more than 100 companies have sought regulatory authorisation while almost 200 are already operating via interim permission from the Financial Conduct Authority (FCA).

/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

USAA introduces Savings Coach virtual assistant

Online army bank USAA has enlisted vendor Nuance Communications for the launch of a virtual assistant app dedicated to helping millennials save money.

/Personal finance

Santander unveils 'cash kitty' app

The UK arm of Santander has launched a virtual 'cash kitty' app that lets up to 100 people create and manage collective pots of money.

/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

FinLab unveils winners of $3m cash flow management competition

A $3 million pot put up by JPMorgan Chase is being split between nine finetch startups that have won a competition aimed at finding ways to help households better manage their money.

/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.