AI and predictive analytics have key roles in the bank's plan to add automated advice and savings to mobile banking.

An offering that can grow with a client, Ally Invest's president says, will stand out in the digital advice field.

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

The deciding factor might be ruthlessness.

Tech tools can make planning more efficient and show the value of the service, experts say.

"We're not going to proscribe any way for clients to access us," says Mark Jordahl, president of U.S. Bank's wealth management group.

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

"This space is getting more diverse, and change is coming from all directions," says Alois Pirker, research director for Aite Group's Wealth Management practice.

Executives at the embattled bank made clear Thursday that they are not discarding its long-standing strategy of selling additional products to existing customers.

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.