Picture this: You open your banking app and see a message: "Hey Alex, looks like you may need to move money into your primary checking account to cover upcoming expenses. Can I transfer in $3,000 from ...

Research suggests that 74% of consumers want more tailored banking experiences. Yet, despite this demand, traditional tools fall short of delivering what customers expect. Enter: Open Banking ...

Banks are in the midst of a digital transformation, yet a fundamental issue remains: sometimes customers struggle to make sense of their own transactions. Cryptic transaction descriptions, missing ...

Banking industry publications are awash in trends for 2025 from industry pundits. But it's more intriguing to look around the corner—a three-to-five-year horizon—to gauge preparedness for fundamental ...

As regulation and competition in the transaction banking space spur higher levels of technology investment, banks and vendors have found new ways of working together. The demands on global transaction ...

Build a free 2026 Excel budget file with bank import and XLOOKUP categories, so you track spending and savings without manual typing.