Financial wellness startup Even pulls in big bucks, big talent


Its data-driven financial management services for workers who live paycheck to paycheck — and a contract with Walmart — have attracted executives from Facebook, JPMorgan and elsewhere as well as a major investment from the head of Box.


How fintechs are helping Americans rein in holiday spending


Digit, Chime and Pluto are among those said to be stepping into a void left by the banking industry. But designing helpful enough, yet flexible enough, financial safeguards for consumers is easier said than done.


Facing consumers' fears: How fintechs target money anxiety


Several challenger banks are trying to relieve consumers’ financial stress by offering tools that guide better habits.


How experimental tech drives TD Bank’s mobile app


Few firms have been able to blend predictive virtual assistants, geolocation, data analytics and other cutting-edge technology into apps like TD Bank, which has more mobile users in Canada than anyone in finance.


Startups' new approach to PFM: Sit back, let us handle it


The latest personal financial management tools provide a more passive approach for customers that analyzes patterns and suggest ways to fix issues.


PFM, AI and more: Startups compete for Barclays funding


At Barclays' fintech accelerator, this year's class has fresh takes on personal financial management, recruiting and trade finance.


Big banks, aggregators launch group to hash out data-sharing issues


Wells Fargo, Bank of America, Citigroup and other banks have joined forces with fintechs and data aggregators to create the Financial Data Exchange, which aims to resolve the fight over sharing customer information.


How BBVA Compass is trying to get customers to buy into PFM


What the bank is doing differently with its personal financial management tools could be instructive to the many institutions that haven’t gained much traction with similar offerings.


Fighting payment fraud, rate chasers, and a dearth in diversity: Top stories of the week


How banks and network providers combat real-time payment fraud; online banks try new pricing strategies; the Most Powerful Women in Banking call for greater leadership diversity; and more from this week's most-read stories.


Where personal financial management tools fall short


They are good at helping track savings, spending and debt, but they do not always provide consumers with a complete picture of their financial health.