News Topic: PFM

Bank of America is giving its 'erica' chatbot more time to learn the nuances of language and banking basics. A profanity filter is one recent addition. ... Read full article

Brendan Dickinson of Canaan Partners says PFM startups have deep relationships with customers unlike online lenders, but the revenue model isn't as strong. ... Read full article

Self Lender and Wela, two fintech startups, are making their marks on the savings app space by providing incentives to users to manage their money wisely. ... Read full article

Wells Fargo is piloting features that could help customers boost savings or plan for a trip. ... Read full article

The funding comes as the financial services industry continues to search for safer ways for customers to share their account data with third-party apps. ... Read full article

The startup Dave (just Dave) sells an app that forecasts short-term bank balances and sends users small-dollar advances when necessary, part of a wave of efforts to improve consumers’ financial health using digital tools. ... Read full article

The battle over screen scraping seems to be subsiding into a series of agreements between banks and fintechs using open APIs. ... Read full article

In our recent Community Bank Tech Projects series, we looked at the way a handful of banks chose to invest their precious resources over the last year. Here is a roundup of those projects. ... Read full article

MySpend, the app created by TD Bank and Moven, is a hit in Canada. The companies have signed an agreement to extend exclusivity to the U.S. ... Read full article

Google Play and CSFI aim to improve use of financial health apps through a storefront organized by consumers' needs and by publishing a guide for app developers. ... Read full article

NBT Bancorp has spent the last few years introducing digital banking features intended to reach a broad audience. ... Read full article

With a hand from Geezeo, Jack Henry is rolling out a product that will guide consumers in managing their finances and is said to give banks better insights. ... Read full article

Qapital's funding round comes as banks are increasingly adding money-management tools to their mobile apps. ... Read full article

The U.K. challenger bank will reportedly bring the singer on as a brand ambassador, with an option to acquire a stake in the company ... Read full article

EQ Bank, BankMobile and solarisBank offer insights to how they built their digital-only banks with design thinking, new products and money management tools. ... Read full article

Banks are helping customers build healthy financial habits through their apps. The tools could also strengthen customer retention when rates go up. ... Read full article

The services that Kasisto, Personetics, North Side and Teller offer banks to automate interactions vary in their levels of personality and the workload they can handle. ... Read full article

The digital personal financial management company is eyeing Europe as it expands its geographic footprint. ... Read full article