Post Tagged with: "PFM"

TD Bank Launches Moven-Powered MySpend To Help Canadians Spend Wisely

TD Bank Launches Moven-Powered MySpend To Help Canadians Spend Wisely

by April 15, 2016 at 1:59 pm 3 comments

TD Bank announced yesterday that Moven’s real-time money-management tool was live in its mobile app for Canadian customers. This is the first tool of its kind for a Canadian bank. TD MySpend is a companion app to the TD mobile app for both Android and iOS platforms. It leverages Moven’s personal financial managementRead More

Acorns Launches Media Site for Financial Education

Acorns Launches Media Site for Financial Education

by January 26, 2016 at 12:47 pm 2 comments

Acorns wants millennials to start investing money, and also wants to help them learn how to manage their finances. To that end, the investment platform has launched a media site called Grow that features millennials and financial experts — and some millennials who are themselves financial experts — discussing personal finance.Read More

Moven Launches E-Gifting and Affiliate Programs

Moven Launches E-Gifting and Affiliate Programs

by December 21, 2015 at 1:20 pm 10 comments

The banking service Moven is expanding its marketing efforts as 2015 comes a close. The startup has launched an e-gifting service for the holidays, as well as an affiliate program for media ventures, and has indicated there is more to come in this vein. An email sent to customers last week urged themRead More

Hip Pocket Launches Hip Money, a PFM Savings Tool

Hip Pocket Launches Hip Money, a PFM Savings Tool

by October 12, 2015 at 12:44 pm 1 comment

It’s no secret Americans aren’t great at saving, and the financial services community — belatedly — is rolling out new solutions to help. There are startups like Dyme and Digit that help simplify the savings process; neobanks like Simple and Moven that provide sophisticated budgeting tools to help plan for purchasesRead More

Banking Calendar Wins BankMobile Contest [VIDEO]

Banking Calendar Wins BankMobile Contest [VIDEO]

by June 16, 2015 at 10:58 am 2 comments

BankMobile, the mobile bank brand from Customers Bank, launched a contest in March offering $5,000 for the best new banking idea. Called “Build Your Own Bank,” the contest drew hundreds of entries from BankMobile customers, and earlier this month, the winning idea was announced. A young woman named Stephanie Hallgarth won theRead More

Bank of the West Bakes PFM Into Its Online Banking Experience

Bank of the West Bakes PFM Into Its Online Banking Experience

by June 1, 2015 at 10:16 am 1 comment

Bank of the West has made personal financial management (PFM) capabilities an integral part of its online banking portal. The update went live May 11 and was made public late last week, said Jamie Armistead, executive vice president and head of digital channels. Armistead said the change constituted an overhaul of notRead More

Yodlee Scores Northwest Mutual as a Client

Yodlee Scores Northwest Mutual as a Client

by May 8, 2015 at 10:11 am 1 comment

Yodlee has secured a client agreement with The Northwest Mutual Life Insurance Co., the company disclosed yesterday. Northwest Mutual is a notable win, considering the insurance company’s $26.7 billion of total revenue in 2014. Anil Arora, Yodlee’s CEO, told investors yesterday that Yodlee has “recently launched both the Yodlee wealthRead More

My LendingTree Nears 1 Million Users, Launches iOS App

My LendingTree Nears 1 Million Users, Launches iOS App

by May 4, 2015 at 11:57 am 1 comment

Personal financial management app My LendingTree has rapidly gained users since its launch earlier this year. LendingTree CEO Doug Lebda said on the company’s earnings call last week that My LendingTree had nearly 1 million users. Lebda discussed the site at Bank Innovation 2015 in early March, saying the final touches were being putRead More

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

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