PFM

The services that Kasisto, Personetics, North Side and Teller offer banks to automate interactions vary in their levels of personality and the workload they can handle.

The digital personal financial management company is eyeing Europe as it expands its geographic footprint.

By partnering with Intuit, Wells Fargo is continuing its journey toward API-based data sharing, and away from screen scraping.

The long-running feud between banks and fintech companies over screen scraping is morphing into a more nuanced and important conversation about how to exchange consumers' financial data securely and fairly.

The deal points a way forward, not only to resolve the debate over screen scraping and ownership of customer data but to redefine banks' value proposition.

Customers of JPMorgan Chase will no longer have to surrender their bank credentials in order to use Intuit products like Mint, TurboTax or QuickBooks.

The Cincinnati bank will be advised by QED Investors on its fintech strategy.

A consortium of fintech companies have formed a new industry group to advocate for better data sharing via open APIs.

Financial innovation will stall unless we, as an industry, collaborate on a universal data gathering standard.

It is time for financial services to rethink retirement savings given changing work habits, customers' expectations of technology and the need for better transparency in 401(k)s.

Bank of America's forthcoming mobile app update will include personal financial management features.

As online shopping and card fraud increase, startups offering easy-to-use "burner" cards could see strong traction.

Banks and data aggregators agree that screen scraping is a practice probably best left behind. In the coming year, the two might get better at sharing data via APIs.

A preview of the next version of Moven's personal financial management app finds a new direction — helping people understand the trade-offs they make between short-term and long-term financial goals.

Intuit's personal finance app Mint has launched a bill tracking and payment function to keep customers on top of their bill management.

In the days of diskettes, Quicken was an innovator. Now, the personal financial manager aims to reclaim its glory days as it targets the 35-and-older crowd.

The Center For Financial Services Innovation has released a framework it says is designed to spur safe data sharing between banks, fintechs and third-party data aggregators.

When a mobile banking vendor told a San Antonio Federal Credit Union it didn't have the capabilities it wanted, the institution took a note from Facebook's strategy with Messenger and created a companion app.

Nearly six months into its partnership with TD Bank in Canada, Moven is on the hunt for additional partners as it looks to take its real-time spending insights to the masses.

Screen scraping is an out-of-date way to share transaction data with mobile apps and services. It's high time for banks to invest in OAuth, a protocol that lets customers access their financial data in a portal of their choosing and is secure.