Case study: Credit Agricole Bank Polska and Efigence – mobile banking app
When an out-of-the-box design drives supreme customer experience and sales boost: case study on Credit Agricole Bank Polska’s mobile app.
PFM
Financial wellness and savings app Flamingo launches in Australia
Flamingo aims to help the 31% of Australians who reported being under financial stress.
Banking tech heavyweight Jack Henry acquires PFM firm Geezeo
The two companies say they’ve been “strong business partners” for years.
Meridian CU first in Canada to take MX Pulse financial wellness tool
If you’re going to bring your new, self-guided financial wellness tool to Canada, you might as well start big.
The future of PFM looks a lot less like a bank
Those digital money managers that build intelligent services around the high opportunity customer jobs will win.
Meniga gains foothold in Southeast Asia with UOB deal
Meniga’s tech to help UOB’s customers “keep track in real time of their savings and expenses more easily and clearly”.
BGL Group acquires PFM app Bean
BGL will buy Saverd, the company behind personal finance management (PFM) app Bean.
ANZ and Moneythor partner for “financial wellness” venture
ANZ will implement Moneythor’s digital banking toolkit.
Monzo brings unconditional love to conditional actions
The new Applets automate actions based on users’ own pre-set conditions.
Envestnet | Yodlee’s AI FinCheck takes financial wellness to a new level
Data aggregation and analytics firm Envestnet | Yodlee bolstering PFM capabilities.
UniCredit invests €3.1m in Meniga
The biggest personal finance management (PFM) deal in Europe to date.
BBVA joins Fintonic’s lending platform
Crossing PFM functionality with a full lending platform.
Swedbank invests €3m in banking tech vendor Meniga
Swedbank is also Meniga’s client.
Qapital lands $30m funding
The latest round brings Qapital’s total funding to $47.3 million.
UBank is at one with PFM via Free2Spend app launch
Australian digital bank offers personal finance management tool.
BNP Paribas Fortis and Tink team up for mobile banking
BNP Paribas Fortis will incorporate Tink’s technology into its mobile banking apps.
Jack Henry marks 100 bank clients using Geezeo-powered PFM service
A major milestone in the Jack Henry and Geezeo partnership.
Standard Chartered signs for Moneythor’s digital banking toolkit
The project is in line with Standard Chartered’s objective to be “the digital bank with a human touch”.
Quovo launches PFM widgets
Financial data provider Quovo is getting into the personal finance management (PFM) game.
Tink secures investment and bank partners as it plans European expansion
Swedish fintech company Tink has signed with Nordic banks Nordea, Klarna and Nordnet. Integrating in 2018, the banks will use Tink’s payment technology and personal finance management (PFM) platform within their existing customer channels.
HoneyDue tackles major PFM challenge: collaborative spending
Managing a relationship is stressful enough without introducing unnecessary miscommunications about day-to-day spending. This is one reason why many couples maintain separate spending accounts with pre-defined responsibilities (e.g. you pay the rent, I’ll pay the utilities, etc).
Strands lands digital money management deal with US bank
Personal financial management (PFM) firm Strands has secured a deal with Ohio-based Huntington National Bank. The bank will use Strands’ PFM and business finance management (BFM) solutions. Banking Technology understands that the solutions will integrate with the core banking system, Hogan, provided by DXC Technology (formerly Computer Science Corporation or CSC). Mark Sheehan, payments and […]
Bank to the future: five ways financial apps are changing banking
Less than half a year from now, PSD2 will revolutionise consumers’ access to their own financial information. In fintech hubs across Europe, bright young people are planning a consumer revolution. Their financial apps and tools are helping customers manage their money far more easily than they have before. Here are five important ways in which they are changing the face of banking.
Spain’s first fully digital bank Openbank in major transformation
Openbank, a subsidiary of Spain’s banking giant Santander, has undergone an enterprise-wide overhaul, from products and services, to technology, to corporate culture, to new branding.
Fintech outside London – part 2
We look at UK fintech firms working outside of the London “bubble”, examining where they are based and why; their history; target markets; clients; tech specialisations, concerns and future plans.
Jack Henry turns to Geezeo for personal finance management tools
Jack Henry & Associates, one of the “big four” banking technology vendors in the US, has joined forces with personal financial management (PFM) firm Geezeo to help consumers manage their finances.
Fintech funding round-up: 8 December 2016
Fintech funding stories can be fun if they are brief. Featuring MoneyLion, SETL and Finicity.
Crealogix’s Elaxy to roll out consulting platform for Bankhaus August Lenz
Crealogix’s subsidiary Elaxy Financial Software & Solutions will roll out a hybrid consulting platform at Bankhaus August Lenz in Germany. The solution, developed in nine months, is ready for MiFID II (markets in financial instruments directive) and PRIIP (packaged retail and insurance-based investment products) regulations. It is also integrated into the bank’s online banking system […]
Nymbus teams with Geezeo for personal finance push
US core banking software vendor Nymbus has teamed up with Geezeo, a white-label personal finance management (PFM) provider for banks and credit unions. Nymbus launched last year with a flurry of Star Wars-inspired quotes. It is looking to work with financial institutions (FIs) and compete with banking behemoths and the neo banks. The vendor sees […]
“Technology tail wagging the strategy dog” in retail banking says Celent
Bitcoin, gamification and Personal Financial Management are “generating more heat than light” in debates about the future of retail banking and banks should not be distracted from other major challenges including digital channels and legacy transformation.
Yorkshire Building Society to offer PFM through eWise tech deal
Yorkshire Building Society is to offer online personal financial management capabilities through a multi-year agreement with eWise.
