PFM

Vault and Retiremap are launching products this week that are designed to help people stash cash where they can.

KeyCorp is acquiring HelloWallet, a personal financial management product it has offered its bank customers since 2015, from the investment research firm Morningstar.

Long Game uses behavioral economics and the mass popularity of lottery games to redirect lottery spending toward savings.

Bank of America is giving its "erica" chatbot more time to learn the nuances of language and banking basics. A profanity filter is one recent addition.

Brendan Dickinson of Canaan Partners says PFM startups have deep relationships with customers, unlike online lenders, but the revenue model isn't as strong.

Self Lender and Wela, two fintech startups, are making their marks on the savings app space by providing incentives to users to manage their money wisely.

Wells Fargo is piloting features that could help customers boost savings or plan for a trip.

The funding comes as the financial services industry continues to search for safer ways for customers to share their account data with third-party apps.

The startup Dave (just Dave) sells an app that forecasts short-term bank balances and sends users small-dollar advances when necessary, part of a wave of efforts to improve consumers’ financial health using digital tools.

The battle over screen scraping seems to be subsiding into a series of agreements between banks and fintechs using open APIs.