PFM

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.

The Michigan bank hopes conversational technology can get customers to talk more freely about their financial health.

Bill payment proved too unwieldy for Intuit’s personal finance app Mint, and the feature will be discontinued in June, about 18 months after it launched.

Consumers around the world are increasingly accessing banking solely through digital means, according to new global studies by Oracle and the World Bank.

While the banking industry is divided on the use of conversational technology, the San Francisco company believes chatbots can make it easier for customers to discuss their finances.

One fintech has a new twist on gamification — tie savings contributions to achievement in the most popular games.

Relying on data such as income, location and spending habits, bank apps are delivering customized financial advice and tips relevant to the consumer, such as details about local events.

The internet giant, SunTrust, Ally and other backers have invested $16 million in a new funding round for Greenlight Financial Technology, further blurring the lines between banks and tech companies.

The bank joins a small group of companies that believe short-term forecasts will ultimately help customers build healthier financial lives.

Goldman Sachs is in discussions to acquire the personal finance startup Clarity Money, with plans to fold it into its Marcus online lender, according to people familiar with the matter.

Digit, which launched as an automated savings app in 2015, has decided chatbots are a flawed interface. Now it’s redesigning its popular app to reflect its new vision.