Banking tech heavyweight Jack Henry acquires PFM firm Geezeo
The two companies say they’ve been “strong business partners” for years.
PFM
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.
Envestnet | Yodlee’s AI FinCheck takes financial wellness to a new level
Data aggregation and analytics firm Envestnet | Yodlee bolstering PFM capabilities.
Jack Henry marks 100 bank clients using Geezeo-powered PFM service
A major milestone in the Jack Henry and Geezeo partnership.
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.
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.
