ABA Community Banking

FEBRUARY 27, 2020

In a speech at the Federal Reserve Bank of Atlanta today, Federal Reserve Governor Michelle Bowman discussed how the Fed can help boost transparency and provide more clarity to community banks about relationships with vendors and third-party service providers.

Atlanta 88

Atlanta Community Bank Community Risk Management 88

PYMNTS

SEPTEMBER 25, 2020

Mastercard has grown its Digital-First Card Program in North America as demand rises for digitally-driven money management offerings. MineralTree bought Atlanta-based Regal Software and California FinTech Inspyrus. Mastercard Expands Digital Card Program To Include Instant Access, eWallet . Trackers And Reports.

Maine 153

Maine social media Atlanta Massachusetts 153

Jeff For Banks

DECEMBER 10, 2023

They provide white label payments and depository services (think Paypal, Chime) and deploy that funding into specialized lending programs such as lending to wealth management firms, commercial fleet leasing, and real estate bridge lending. (Nasdaq: TBBK) Founded in 2000, this $7.5 It has not been all sunshine and rainbows for TBBK.

Fresno 101

Fresno North Carolina Raleigh FDIC 101

Independent Banker

AUGUST 26, 2015

Such thinking can be short-sighted, says Jeff Voss, a founder and managing member of Artisan Advisors LLC, a management consulting firm in Barrington, Ill. in Atlanta is one community bank that tries to be more agile with its technology spending. “If It’s about spending your money wisely and managing change effectively.”.

Community Bank 70

Community Bank Community Management Maryland 70

William Mills

APRIL 27, 2016

SilverCloud offers financial institutions web-based tools as well as content architecture and maintenance to experience greater operational efficiency and compliance. “We The Portsmouth, N.H. based company delivers SaaS sales and service solutions to banks and credit unions to grow business, improve service and boost productivity.

Company 40

Company Fintech Atlanta Software 40

Gonzobanker

SEPTEMBER 28, 2017

Industry-specific tech talent is consolidating and migrating to programmer and megabank community hotspots in San Jose, Seattle, San Francisco, Boston, Raleigh, Charlotte, Atlanta and Phoenix. It can be extremely challenging for banks and credit unions that are not in one of these hotspots to find data center rock stars.

Data 61

Data How To San Jose San Francisco 61

Abrigo

APRIL 19, 2022

At most institutions, lenders track outstanding opportunities and their sales activities in spreadsheets, calendars and notebooks, and without a centralized system, it’s challenging for management to measure progress or build predictable forecasts. Optimizing the loan origination process. Learn how to analyze and approve loans more quickly.

Lending 195

Lending Software Management Handbook 195

Fintech Labs Insights

OCTOBER 19, 2015

HQ: Atlanta, Georgia. HQ: Atlanta, Georgia. Expense management solutions for small businesses. 401(k) management. Bitcoin compliance solutions. Using the blockchain for managing records. Tags: Enterprise, SMB, investing, wealth management, data. Source: NY Times , Finovate. First Data Corporation.

New York City 12

New York City Company Fintech New York 12

Fintech Labs Insights

MARCH 22, 2016

million for its compliance tools. HQ: Atlanta, Georgia. Compliance tools for digital interactions. Lien rights management. Tags: SMB, B2B, data, analytics, financial management, accounting, suppliers, cost management, accounts payable, Xero (integration). SmartAsset raised $3.8 Qumram raised $2.5

Company 12

Company New York City Fintech Colorado 12

Fintech Labs Insights

DECEMBER 14, 2015

Trizic grabbed $2 million for its wealth management platform. BankersLab received an undisclosed investment towards its commercial lending training & compliance tools. HQ: Atlanta, Georgia. Wealth-management platform for financial advisors. Lending training & compliance platform. Source: Crunchbase.

San Francisco 12

San Francisco Company Fintech New York City 12

Abrigo

OCTOBER 21, 2016

At most institutions, lenders track outstanding opportunities and their sales activities in spreadsheets, calendars and notebooks, and without a centralized system, it’s challenging for management to measure progress or build predictable forecasts. Optimizing the loan origination process. Tracking outstanding post-closing documents.

Software 150

Software Lending Handbook Management 150

Fintech Labs Insights

APRIL 4, 2016

Real estate transaction management technology. HQ: Atlanta, Georgia. Tags: Consumer, investing, trading, robo-advisor, porfolio management. Total raised: $205 million. HQ: New York City. Source: Finovate. Real Matters. Latest round: $76.7 million ($500 million valuation). Total raised: $136.7 HQ: California. Source: FinDEVr.

New York City 12

New York City Company Fintech California 12

William Mills

MAY 11, 2016

CreditHQ helps businesses manage cashflow. Managing cash flow – targeted at small business in partnership with banks. ^KT. Here’s another solution for document management and origination. ^SR. ChipShield also has an integrated password management vault. David Carr (Innovation Manager). Martin Campbell (CEO).

Video 40

Video Mobile social media Analytics 40

Fintech Labs Insights

JANUARY 18, 2016

Four Finovate alums made up 40% of the weekly total: Taulia raised $46 million for its financial supply-chain management system. Financial supply chain management. Derivative risk management. HQ: Atlanta, Georgia. App Annie garnered $63 million for its mobile analytics and development tools. Total raised: $69 million.

Company 12

Company New York City Fintech San Francisco 12

William Mills

SEPTEMBER 9, 2016

Demo: Customer Insight Dashboard for Regional Manager who can view their forward looking metrics such as customer attrition and look forward several quarters. Addresses compliance, fraud experience and customer experience analytics. Social media is a special challenge since social media was not created with compliance in mind.

social media 40

social media ATM Mobile Customer Experience 40

William Mills

MAY 9, 2018

Our Actionable Intelligence Management solutions help banks and mortgage companies streamline and automate manual processes, seize new business opportunities and manage compliance, all while transforming the customer experience. Scott Graf is one of the presenters, a great, smart exec from Atlanta. Key Executives.

Security 40

Security Samsung Strategy San Jose 40

Fintech Labs Insights

NOVEMBER 9, 2015

But the most surprising funding was the $42 million to the Atlanta-based alternative credit bureau, FactorTrust. HQ: Atlanta, Georgia. Alternative data platform for asset managers. Tags: Consumer, PFM, financial management, messaging, savings. Source: FT Partners. FactorTrust. Alternative credit bureau. Latest round: $1.8

Company 12

Company Fintech South Dakota San Jose 12

William Mills

SEPTEMBER 7, 2016

Data and Analytics are a profit center rather than something that just needs to be managed. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Andrew just needs to review the account and forward on to compliance for their review. Turning Data into Insight and further into Action.

Mobile 40

Mobile Cards Fraud Data 40