Personal finance

1073 articles tagged with this keyword

/payments

GoCardless and Moneybox extend partnership

Savings and investing platform Moneybox has renewed its relationship with bank payment company GoCardless, building on an eight-year partnership.

/inclusion

World Federation of Exchanges launches financial literacy event

The World Federation of Exchanges (“WFE”), the global industry group for exchanges and CCPs, is holding its fifth annual Ring the Bell for Financial Literacy event, to promote awareness of the role and importance of investor education and protection.

/cloud

Cloud Invest and Dynamic Planner collaborate on CRM

Dynamic Planner, the UK’s leading digital advice platform has announced a new CRM integration with Adviser Cloud.

/retail

Fizz revamps money app for students

Fizz today announced the launch of the next evolution of its Money App, specifically designed to empower students in managing their finances and building a strong financial foundation.

/retail

BofA launches account to help parents teach kids money lessons

Bank of America has launched an account designed to help parents teach their children how to manage money.

/wealth

Wealth managers failing to meet clients' tech expectations

Investors are prepared to dump their wealth managers if they fail to embrace new technology, suggests recently published research.

/people

Plinqit promotes Crystal Boyer to chief customer officer

Plinqit, an award-winning provider of high-yield and automated savings software solutions that enable financial institutions to grow deposits, attract new customers and expand their retail footprint, is proud to announce the promotion of Crystal Boyer to Chief Customer Officer (CCO).

/payments

DailyPay adds savings feature

DailyPay continues to innovate its award-winning worktech platform with a new feature that will help users on their path to financial stability. The new Savings feature will be added to the newly branded DailyPay Visa® Prepaid Card and provide users with an opportunity to create savings goals and set aside money as they earn it.

/payments

TPG's The Rise Fund leads investment in BillEase

BillEase, the leading digital consumer finance platform in the Philippines, today announced TPG’s The Rise Fund has signed definitive documentation to lead a significant strategic investment in the company.

/payments

MyState Bank rolls out Backbase digital platform

Backbase, the global leader in engagement banking, has successfully delivered a new digital banking platform for MyState Bank (MyState) to support future growth.

/retail

Brits using PFM tools consider themselves £445 better off per year

Consumers across the UK who are using digital financial management tools report being on average £37.08 better off per month, or £445 better off per year, compared to pre-adoption.

/wealth

Northern Trust partners kids' finance fintech Greenlight

Northern Trust is partnering with Greenlight® Financial Technology, Inc. (“Greenlight”) to better serve families and help the next generation build healthy financial futures.

/payments

InCred Finance and Ola collaborate to provide personal loan services

InCred Finance (InCred Financial Services Limited), one of India's leading diversified lending-focused NBFCs and Ola Money(Ola Financial Services), have announced a strategic partnership to provide seamless personal loan services to Ola users directly through the Ola app.

/people

Plinqit promotes Kirsten Longnecker to CMO

Plinqit, the first platform that brings together automated savings, data-driven financial wellness content and virtual account management, has promoted Kirsten Longnecker as its chief marketing officer to support the company’s strong growth trajectory.

/payments

Cheddar ships free spend tracker

Cheddar announces the launch of its innovative free spend tracker, a groundbreaking tool set to redefine personal finance management.

/retail

NerdWallet cuts workforce by 15%

US personal finance outfit NerdWallet is reducing the size of its 730-strong full-time workforce by about 15% as part of a restructuring plan to slash operating expenses.

/ai

EarnUp unveils AI Advisor

EarnUp Inc., a financial wellness fintech company, announced today its newest product, AI Advisor, the industry’s first and only always-on AI-powered financial guru that helps to automate end-to-end consumer financial wellness.

/payments

Westpac starts offering debit cards to eight-year-olds

Australian bank Westpac is now offering debit cards to children as young as eight in a move it says will help them hone their financial skills.

/retail

Ant group's smart financial manager Zhixiaobao in Alipay hits 59 million user

As of June 2024, Ant Group’s AI-powered smart financial manager Zhixiaobao has served 59 million individual users via the Ant Fortune and Ant Insurance platforms in the Alipay app, according to QuestMobile.

/retail

Bank of Clark adopts greenlight fmaily finance app

Bank of Clarke has announced a new partnership with Greenlight Financial Technology, Inc.