PFM

Few firms have been able to blend predictive virtual assistants, geolocation, data analytics and other cutting-edge technology into apps like TD Bank, which has more mobile users in Canada than anyone in finance.

Quicken and U.S. Bank are launching a co-branded contactless credit card that will integrate with Quicken's personal finance software and mobile app.

The latest personal financial management tools provide a more passive approach for customers that analyzes patterns and suggest ways to fix issues.

Recognizing their members have relationships with multiple institutions, some credit unions are launching personal finance management tools to give consumers a wider view of their financial lives.

At Barclays' fintech accelerator, this year's class has fresh takes on personal financial management, recruiting and trade finance.

Wells Fargo, Bank of America, Citigroup and other banks have joined forces with fintechs and data aggregators to create the Financial Data Exchange, which aims to resolve the fight over sharing customer information.

What the bank is doing differently with its personal financial management tools could be instructive to the many institutions that haven’t gained much traction with similar offerings.

How banks and network providers combat real-time payment fraud; online banks try new pricing strategies; the Most Powerful Women in Banking call for greater leadership diversity; and more from this week's most-read stories.

They are good at helping track savings, spending and debt, but they do not always provide consumers with a complete picture of their financial health.

Happy Money and Arcus have joined a pack of fintechs and online lenders urging customers to forgo expensive credit card debt, in this case calling it a "sad spend."

The company’s first COO, Vishwas Prabhakara, is hoping to help the automated savings app startup build scale.

About 15% of Walmart’s workforce is budgeting and taking pay advances through the app.

Founders of the startup digital bank Cogni say they have the formula for reaching Uber drivers and the like, but observers warn it's a group that won't be easily won over.

Capital One Financial Corp. is limiting how account data flows to outside apps for managing finances, prompting a backlash from the bank’s customers who say they have been locked out of their own information.

Startups such as BREAUX Capital are trying to reach consumers historically underserved and underrepresented in financial services.

Big banks and wealth managers are unwilling to sacrifice fee income and make other changes to catch up with their customers' digital demands, fintech leaders said.

The bank found that mixing personal finance management with positive reinforcement allowed it to appeal to younger customers.

Envestnet's aggregator rolls out PFM features meant to appeal to younger clients — and links to Alexa.

There's no reason that today's millennial-friendly microinvesting apps can't switch focus from spare change to real assets, industry executives warn.

Europe's PSD2 data-sharing standards are meant to foster cooperation in the market, but banks are getting more competitive as they seek to plug a revenue drain the new rules threaten.