8 Best Financial Services Apps 2017 — Page 3

Daily Change by Wells Fargo:

We love it when banks take a page from a fintech playbook, which is exactly what Wells Fargo did with its new PFM app Daily Change.

Launched in December of last year, the app uses gamification to teach customers how to save. The app offers users challenges–such as drinking tap water (instead of buying bottled), or bringing lunch from home– as well as sends reminders to transfer a set amount from checking to savings accounts. The goal is to encourage healthy financial habits for Wells customers, but also to drive engagement.

“Mobile gamification is expected to be central to the future of personal finance education, especially for millennials, who are accustomed to using their phones for everything,” the bank said in a blog post.


Trigger, founded in 2015, is a mobile-first platform that allows users to set conditional alerts on stock movements, earnings reports, corporate events, and even Twitter sentiments. The app then curates the triggers into a Twitter-like social space, where users can browse and integrate triggers into their own dashboards.

However, thanks to (as a result of?) the latest U.S. presidential elections, the startup got a whole new spotlight this year; Trigger now lets users set up Trump Triggers, which notify users in real-time when the President tweets about a public company.

We know by now that when the President tweets, the markets react, CEOs turn heads, and certainly no one wants to be late to the Twitter-party.

The current triggers are: “If Trump tweets about any publicly traded stock” and “If Trump tweets about any stock in a user’s portfolio,” and are said to be wildly popular.


And finally, the baby on the list.

The platform (yes, it hasn’t translated into an app just yet, but it will), launched last week, offers on-the-go insurance for renters and owners. The mobile-first platform targets city renters and property owners, offering consumers renters’ and condo/co-op insurance plans, aiming to “protect our customers against setbacks of all kinds, from fire and theft to wasted time and money,” according to the company website.

Along with traditional insurance plans–such as medical payments, property and liability coverage–the startup also offers Jetty Passport, removing the need for a co-signer or a security deposit when renting an apartment. The company says on its website: “Swap the security deposit you might never see again with a smaller, one-time fee: just 18% of the deposit amount. It isn’t a loan, but it is that easy.”

The startup raised $4 million in its seed round from various investors (including Ribbit Capital, whose founder seems to be enjoying it.)

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