CB Insights

FEBRUARY 15, 2018

The wealth management industry is under siege by a new crop of “robo-retirement” fintech startups disrupting retirement savings. At stake is roughly $27.25T held in US retirement assets as of September 2017 (including IRAs, 401(k)s, pensions, etc). We define this group of fintech startups as “robo-retirement.”

Management 50

Management Fintech Guidelines Strategy 50

PYMNTS

MARCH 16, 2018

But APIs can offer a different strategic advantage, especially to B2B FinTechs, according to A.J. Because APIs facilitate integration between two services, the technology allows FinTechs to innovate in their niche markets, rather than attempting to be a jack of all trades. It’s a sentiment echoed throughout the B2B FinTech market.

Risk Management 134

Risk Management Survey Management Fintech 134

CB Insights

DECEMBER 15, 2020

As with numerous other industries, the Covid-19 crisis has propelled digitization in the space — with fintechs and financial services incumbents alike. Get the free 64-page download to learn how industries are using tech to reimagine nearly every facet of their operations. Consolidation will continue, even between fintech startups.

Management 87

Management Fintech Industry Trends 87

PYMNTS

MARCH 1, 2017

The majority, at 72 percent, came from FinTech. Within FinTech, banking held sway. Looking at the geographic concentration of activity, the US was the most active region, with 47 percent of activity, followed by China at 41 percent. A bit more than $783 million in investment activity marked last week’s fund flow.

Branding 100

Branding Retail Software User Experience 100

Lex Sokolin

SEPTEMBER 3, 2020

The venture capital games of embedded finance , open banking, PSD2 and API, all of these revolve around the premise that banks are behind on cloud technology and do not know how to package and deliver financial products to where they matter. This therefore incorporates the types of enabling fintech that Refinitiv and Finastra dream about.

blockchain 52

blockchain Software Capital Technology 52

Insights on Business

MAY 2, 2019

Organizations have emphasized to us the inconsistent experiences they have had with existing solutions, where solution designs were fractured or cobbled together. From acknowledging the need to understand emerging issues stems the need to make connections into determining, “what do these issues mean to us?”

Compliance 98

Compliance System Analytics Data 98

Fintech Labs Insights

MAY 25, 2017

Xero’s decision to use Expensify’s software for in-house receipt and expense management is the latest product of the strategic partnership the two fintechs announced last year. ” Founded in 2008 and headquartered in San Francisco, Expensify demonstrated Expensify Invoices at FinovateSpring 2013.

Management 19

Management San Francisco Software User Experience 19

Lex Sokolin

OCTOBER 28, 2020

For those of us uninitiated in the details of how corporate America rents hardware and software solutions, this stuff can seem cryptic. This Forbes article by Joe Cornell of Spin-Off Research lays it out for us in a neat org chart. Or one that hosts a marketplace of interchangeable capital to compete for underwriting?

blockchain 40

blockchain Google National Apple 40

Fintech Labs Insights

MAY 26, 2017

ABN AMRO’s Helène Erftemeijer elaborated on the role Fenergo’s technology will play in helping the bank improve the user experience for its clients. Fenergo’s technology is used by leading investment, corporate, and capital markets FIs such as UBS and BMO Capital Markets.

Management 17

Management Innovation Compliance Capital 17

PYMNTS

OCTOBER 13, 2020

In a panel discussion with Karen Webster, six payments, banking and FinTech executives weighed in on the very nature of change that is transforming treasury banking and corporate clients in real time. The end user experience is critical, too, he said, and must be seamless. Setting the Stage. That’s a common thread of change.

Fintech 190

Fintech Payments Customer Experience Examples 190

PYMNTS

JUNE 12, 2019

In a deal announced Tuesday (June 11), H&R Block has acquired Wave Financial, a small business FinTech firm offering accounting, payroll, invoicing, payments and bookkeeping services. “Wave addresses these concerns by delivering financial solutions and a simple user experience on a single platform.”

Taxes 161

Taxes User Experience National Strategy 161

CB Insights

AUGUST 24, 2017

If we missed any perspectives that you think are worth highlighting, please let us know in the comments.). In this briefing, we dig into the burgeoning space as the US election results put infrastructure front-and-center and as aging highways, power stations, and airports in developed economies drag on economic growth. The Commentary.

Industry 35

Industry Technology California US 35

CB Insights

OCTOBER 31, 2019

But while many chatbots didn’t meet users’ high expectations, they haven’t entirely fallen short. Today, the bots are still being used across industries like fintech, healthcare, sales and CRM, retail, and even law — and they’re having important, though quiet, effects. Fintech: Contract review & bill negotiation.

Industry 78

Industry Examples Tools Retail 78

Fintech Labs Insights

APRIL 19, 2016

On the other hand, however, too much friction quickly turns user experiences into user ordeals. Key investors include Sorenson Capital, NHN Capital, and Initial Capital. Finovate: Tell us about your favorite implementation of your technology. Headquartered in San Francisco, California.

Mobile 12

Mobile San Francisco Capital User Experience 12

Fintech Labs Insights

OCTOBER 31, 2016

Money impacts us every single day. That means service, security, trust, user experience all have a higher bar than the average tech or service company. Moven and Capital One’s new Inform app ) as well as chatbot’s that have your back (eg. But running low on ideas is the least of my concerns.

User Experience 12

User Experience America Study Management 12

CB Insights

OCTOBER 10, 2017

A host of startups have emerged to capitalize on this trend. The secrets of user growth. To build a successful personal finance management tool, it’s important to understand the dynamics of user acquisition and growth. Many fintech companies out there are trying, very literally, to become the next Mint.com.

Tools 78

Tools Millennials US Maine 78

CB Insights

MAY 15, 2019

As fintech plays a larger role in the financial ecosystem, companies are looking for ways to use tech to solve problems and find new opportunities in the space. Capital One — Capital One Labs. Key people: James Patterson, Managing VP & Head of Capital One Labs at Capital One. Get the entire 43-page PDF.

Innovation 78

Innovation blockchain Technology Groups 78

CB Insights

OCTOBER 31, 2017

The Pivot : We came up with a fresh take on the plethora of AR-style apps that create visual effects based on face detection and tracking… [Poor user experience] had a big impact on our retention metrics. Users May Withdraw Stored Bitcoin until July. “The Three notable excerpts: First Attempts : Blin.gy Product: Raptr.

Company 78

Company US San Francisco Capital 78

Fintech Labs Insights

MARCH 27, 2017

First published on FinTech Futures. We have seen this trend start in the US, and spread to the rest of the world. With Wealthfront and Betterment already household names and companies like Scalable Capital launching in both the UK and Germany, the market for robo advice is growing, and growing fast.

Fraud 12

Fraud User Experience Fintech US 12

Lex Sokolin

OCTOBER 14, 2020

The media industry has been able to deploy a business model that uses the Internet to deliver a better user experience when bundled with the law. It is a worse user experience to avoid it. And this realization takes us to Lending Club. Peerless Lending Lending Club represents an era of Fintech credit.

Lending 52

Lending User Experience Google United States 52