Personal FinanceRSS

Jack Henry turns to Geezeo for personal finance management tools

Jack Henry and Geezeo team up

Jack Henry & Associates, one of the “big four” banking technology vendors in the US, has joined forces with personal financial management (PFM) firm Geezeo to help consumers manage their finances.

Capital One launches SMS chatbot, Eno

Hello Eno. Fancy a text chat?

Capital One is introducing virtual assistant Eno, a chatbot that communicates with the bank’s customers via text messages.

RateSetter gets Plum deal for investing

UK flag

Plum, an artificial intelligence (AI) powered Facebook chatbot, has teamed with peer-to-peer investing platform RateSetter to encourage the UK to save more. Plum says its algorithm understands spending patterns, identifies income and bills and creates a unique profile for each one of its users. It calculates a small amount of money to save or invest […]

Moven the maven for monetary monitoring


Moven, the online-only bank founded by Brett King, has launched its finance help app to “make monetary monitoring easy for everyone” in the UK at FinovateEurope. Moven was first launched in the US in 2013, and this new UK app took four weeks to launch. King says this is its “first launch in Europe” and […]

SoFi buys mobile banking start-up Zenbanx for $100m


US-based personal finance firm SoFi (Social Finance) has acquired mobile banking start-up Zenbanx as it looks to stretch out in the world of financial services. SoFi is paying about $100 million in stock for Zenbanx’s technology, according to Bloomberg and “a person familiar with the agreement”. Zenbanx offers a mobile account in the US and […]

Cleo chatbot comes to Facebook Messenger

Cleo 1

The rise of the chatbots continues as Cleo, a virtual money assistant described by its creators as the “Siri of personal finance,” has launched on Facebook Messenger for users in the UK, reports Paybefore (Banking Technology‘s sister publication). Developed by the London-based fintech start-up of the same name, Cleo is an artificial-intelligence-powered chatbot the companies say […]

FIs and fintechs set up new industry group, Consumer Financial Data Rights

Consumer rights

Financial services and fintech firms in the US come together to form a new industry group – Consumer Financial Data Rights (CFDR) – “to defend consumers’ access to their data and fuel innovation in fintech”.

New app aims to provide ‘Clarity’ to personal finances

Clarity Money

Data analytics and artificial intelligence are on nearly everyone’s 2017 trend-watch lists, but US-based Clarity Money wants to put those same tools directly into consumers hands with an app it says will improve financial well-being and increase users’ financial literacy, reports Paybefore. “Clarity fills in the role of an advocate with a personal finance management […]

Standard Life and ING Australia working with IBM on digital projects

IBM working with Standard Life and ING Direct Australia

UK-based investment company Standard Life and ING’s Australian subsidiary are working with IBM on a range of digital and data management initiatives. Standard Life: it’s personal Standard Life is personalising its financial services capabilities “to each of its 3.8 million UK customers”, IBM states. Using IBM’s analytics tools Standard Life “can accurately track a person’s […]

Santander and Kabbage team for SME funding innovation


Santander and Kabbage are piloting an online tool to give UK small and medium sized enterprises (SMEs) access to same day funding. Announced today (4 April) at Money 20/20 in Copenhagen, SMEs can get access to new working capital of between £500 and £100,000 via an online process. At a media briefing, Sigga Sigurdardottir, chief […]