PFM

A portion of GuardVest's sample portfolio report card

GuardVest Aims to Shine a Light on Investment Fees

by February 16, 2015 at 2:54 pm 0 comments

How much do you pay your financial advisor? Most investors have no idea — and neither do their advisors. And what return do you get on your portfolio? That’s another question most investors and again, advisors, can’t answer. These are problems. GuardVest is a new Dallas-based startup looking to solve themRead More

5 Startups Win the 2015 DEMOvation Challenge

5 Startups Win the 2015 DEMOvation Challenge

by February 6, 2015 at 10:51 am 1 comment

Five startups today have won the 2015 DEMOvation Challenge, a competition that is a component of Bank Innovation 2015.

Which Online Banks Did Not Make the Top 10?

Which Online Banks Did Not Make the Top 10?

by February 4, 2015 at 10:48 am 0 comments

What was most interesting at the ranking of Top 10 online banks released yesterday by GOBankingRates.com, a Bankrate.com challenger, were the companies that did not make the list. That list included some of the more well-known e-banks. So which banks were left off? Try Simple, Bluebird, Moven, GoBank, BankMobile, CapitalOne360 and Tangerine. And, fromRead More

Phablets to Become Dominant Mobile Banking Device by 2020, C&G Says

Phablets to Become Dominant Mobile Banking Device by 2020, C&G Says

by January 27, 2015 at 10:01 am 2 comments

Phablets could dominate mobile banking within five years. Tablet use, on the other hand, will decline. That’s according to research released today from the financial consultancy Carlisle & Gallagher. C&G says that Americans are increasingly performing digital banking transactions interchangeably across laptops, tablets, and smartphones, including the growing category ofRead More

The Secret Wearable Watch Use Case [VIDEO]

by January 26, 2015 at 10:28 am 2 comments

Intuit, purveyor of QuickBooks and Mint, among many other ventures, quietly released its vision for a banking-enabled watch a few weeks ago. How quietly? Try the video that demos its vision from its Intuit Labs skunk-works unit had 25, yes 25, views as of this morning. That the demo video features noneRead More

Cap One’s Warning: ‘Near-Term’ Digital Investment Is ‘a Negative Trade’

Cap One’s Warning: ‘Near-Term’ Digital Investment Is ‘a Negative Trade’

by January 23, 2015 at 11:10 am 2 comments

No one would accuse Capital One Financial Corp. of skimping on its innovation efforts and budget. Cap One was one of the first banks to start a lab, was essentially founded as a technology-first company, and continues to push the innovation envelope. So when Richard Fairbanks, the chairman, president andRead More

Planwise Launches Connect to Unite Realtors with Buyers

Planwise Launches Connect to Unite Realtors with Buyers

by January 21, 2015 at 9:50 am 1 comment

PFM provider Planwise has launched a new service called Planwise Connect, Bank Innovation has learned. The new service promises to help real estate agents and mortgage brokers form a tighter relationship with potential buyers. Using the service, real estate professionals can provide buyers with the Planwise affordability calculator, which can be usedRead More

Wells Fargo Leaks Its Ambitious Mobile Skunk Works

Wells Fargo Leaks Its Ambitious Mobile Skunk Works

by January 15, 2015 at 10:18 am 1 comment

What’s next from Wells Fargo & Co.’s mobile channel? Here are the internal projects Wells is investing in now, courtesy of none other than John Shewsberry, the megabank’s chief financial officer: Wells is building an appointment application that will allow its customers to set up meetings with Wells bankers usingRead More

It’s Buy, Not Build, That Drives Capital One Acquisition of Level Money

It’s Buy, Not Build, That Drives Capital One Acquisition of Level Money

by January 12, 2015 at 12:37 pm 0 comments

The old buy-versus-build debate has been settled. At Capital One. Capital One Financial Corp. said today that it had acquired Level Money, a PFm solution targeting millennial users, for an undisclosed price. The acquisition brings a beautiful application into Capital One’s portfolio, which includes the former ING Direct. It alsoRead More

The State of Consumer FinTech

The State of Consumer FinTech

by December 31, 2014 at 12:52 pm 0 comments

Marc Andreessen in an interview recently said the following about finance: “We can reinvent the entire thing”. How has tech been changing finance? That’s what this piece will be about, in specific reference to consumer finance, which I think really has started to “unbundle” as Marc talks about in his interview.

Alternative Lenders Dominate List of ’50 Best FinTech Innovators’

Alternative Lenders Dominate List of ’50 Best FinTech Innovators’

by December 29, 2014 at 11:35 am 1 comment

A list of the “50 Best FinTech Innovators” that has been making the rounds as the year winds down is dominated by alternative lenders. The list, assembled by Sydney-based investment firm Australasian Wealth Investments (AWI), has seen heavy sharing on Twitter among FinTech enthusiasts. Nine of the Top 20 companies are alternative lenders.Read More