Bank technology

More than a decade ago, bankers fought Walmart tooth and nail as it made forays into banking. But with Amazon making more moves into financial services, the reaction is very different.

Stepping in after co-founder Mike Cagney's resignation, Twitter's Anthony Noto needs to overhaul the firm's corporate culture, lay the groundwork for an IPO and determine whether to renew SoFi's pursuit of a bank charter.

Banks' online advice platforms are just the face of a deeper effort to restructure client data and adapt to a digital era.

Advisors worried about securing client data should learn how banks are developing a protected space for internet activity.

With millions of Alexa and Google Home devices now in use, first-mover banks are rapidly developing services to let customers control their finances using only their voice — even if there are still many kinks to work out.

The firm will now directly link to Acorns, following its roughly $30 million investment in the microinvesting app.

Following in the footsteps of Chase, Wells Fargo and others, Fidelity is launching an application programming interface to let third-party apps access customer data — as long as the customers grant permission.

Fifth Third Bank tweaks microinvesting premise with software that rounds up debit card purchases to help pay back educational loans.

Like many financial companies, the brokerage wants to go where customers are. Since that means communicating with them via a third-party platform, it is working through privacy and security issues.

It is the latest of several popular PFM apps to close down in recent weeks.

The microinvesting site, which now has over 2 million accounts, allied itself with Clarity Money.

Convinced that clients want as much human interaction as ever, the Wall Street firm is using machine learning to help its financial advisers stay informed and work efficiently.

The app allows users, many of them first-time investors, to get started for as little as $5.

Artificial intelligence can help wealth managers serve clients better, but some say the technology is too immature to be useful right now.

Fintech startup GoldBean tapped by banking software firm to pair planning with financial literacy tools.

Vault and Retiremap are launching products this week that are designed to help people stash cash where they can.

KeyCorp acquired the personal financial management tool for an undisclosed sum.

Bank of America's soon-to-be-released virtual assistant, erica, is being trained to provide personal finance advice.

Long Game uses behavioral economics and the mass popularity of lottery games to redirect lottery spending toward savings.

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