Latest Personal finance News: Finextra Research

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.

01 September 2015

Company update/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.

24 August 2015

News/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.

21 August 2015

Company update/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.

13 August 2015

Company update/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.

12 August 2015

News/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).

11 August 2015

Company update/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.

29 July 2015

News/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.

22 July 2015

News/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.

22 July 2015

Company update/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.

20 July 2015

Company update/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.

02 July 2015

Company update/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.

01 July 2015

Company update/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.

25 June 2015

News/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.

12 June 2015

Company update/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.

09 June 2015

Company update/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.

05 June 2015

Company update/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.

29 May 2015

Company update/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.

27 May 2015