The future of PFM looks a lot less like a bank
Those digital money managers that build intelligent services around the high opportunity customer jobs will win.
personal finance management
Tangerine sweetens up with Meniga’s PFM tech
Canada’s direct bank ups its PFM offer with Meniga’s tech.
Envestnet | Yodlee’s AI FinCheck takes financial wellness to a new level
Data aggregation and analytics firm Envestnet | Yodlee bolstering PFM capabilities.
Jack Henry marks 100 bank clients using Geezeo-powered PFM service
A major milestone in the Jack Henry and Geezeo partnership.
Quovo launches PFM widgets
Financial data provider Quovo is getting into the personal finance management (PFM) game.
Nymbus teams with Geezeo for personal finance push
US core banking software vendor Nymbus has teamed up with Geezeo, a white-label personal finance management (PFM) provider for banks and credit unions. Nymbus launched last year with a flurry of Star Wars-inspired quotes. It is looking to work with financial institutions (FIs) and compete with banking behemoths and the neo banks. The vendor sees […]
