Gonzobanker

OCTOBER 26, 2021

Cornerstone Advisors estimates $145 billion of pre-tax revenue has disappeared for bankers via margin compression in only the past two years. On another front, you have digital disruption and fintech innovation, forcing bankers to step up their investments in transformation and more aggressively attack their existing business models.

Leadership 97

Leadership Compliance Strategy Branding 97

Abrigo

OCTOBER 20, 2016

Technological innovation has enabled FinTech start-ups to compete in a field previously dominated by banks and credit unions. Entering a tax return or financial statement for a borrower is slow, tedious work, and for more complex loans it becomes even slower as analysts have to enter more data and process more complex documents.

Software 150

Software Lending Community Bank Taxes 150

PYMNTS

JANUARY 23, 2017

Dabbling in FinTech innovation, expanding internationally, integrating digital systems — businesses must make progress, but they’re facing unfamiliar threats as they make these moves. And we’re not just talking about cyberattacks. The report found that more than half of these breaches (55.5

Survey 100

Survey Taxes Groups Analysis 100

Jessica Ellerm

MARCH 14, 2016

Fintech startups may find it easy to sit back and bemoan the ethical failures of CBA. Last time I checked most fintech startups were still profit driven, answerable to shareholders – private or public – and operating by very similar business models to banks. But for general banking and fintech, where to from here?

Fintech 40

Fintech Leadership US Policies 40

Gonzobanker

DECEMBER 17, 2021

A few years ago, very few people would have guessed that tens of billions of dollars would be invested in fintech vendors and solutions annually – except it happened. 2021 fintech investments, merger activities, and overall focus were off the charts. Best Fintech Acquisition by a Bank. Fintech Acquiring Bank.

Fintech 143

Fintech Strategy Leadership Lending 143

PYMNTS

SEPTEMBER 27, 2019

s Nationwide Building Society did not disclose how much it invested in BankiFi , but it did say that it’s support to the open banking FinTech comes as Nationwide plans to launch a business current account. The firm operates a platform to automate tax and financial management processes for gig workers, sole traders and contractors.

Payments 149

Payments Capital Taxes Lending 149

Jeff For Banks

JULY 8, 2018

Fintech, regtech, martech (new one), AI, RPA, Chat Bot, actual bot. Community financial institutions' resources are already taxed by technology and regulation. Don't over-tax by encouraging innovation on problems that don't exist either internally or with our customers. What's a banker to do? Problems we know we have.

Innovation 60

Innovation Resources Taxes Leadership 60

Gonzobanker

FEBRUARY 7, 2018

Nothing seems to put a bounce in a banker’s step more than a tax break and regulatory relief, and this bountiful energy was radiating at Bank Director’s annual “mecca” for bank M&A in Phoenix last week – Acquire or be Acquired. For those in the know – simply AOBA. The chatter at AOBA centered on three important topics: #1: The Breaks.

Taxes 75

Taxes Video Analytics Arkansas 75

Bussman Advisory

OCTOBER 4, 2017

We think banks must focus on putting the infrastructure in place to build such value chains in financial services too – for example, by taking advantage of the burgeoning third-party Fintech offering. This can be within financial services, for example by providing insurance, accounting and tax services, or data analytics.

Google 67

Google Examples Innovation Analytics 67

Gonzobanker

DECEMBER 20, 2018

We’ve simultaneously disdained and feared the fintechs, artificial intelligence and blockchain consortia. There is a nice mix of the executive gene pool among these two organizations to build the future leadership team, and this deal helps CenterState gain scale as it moved past the dreaded $10 billion regulatory mark.

Fintech 102

Fintech Conference Innovation Community 102

PYMNTS

MARCH 30, 2018

The company offers a cash flow management platform for small and medium-sized enterprises, as well as a payment platform to enable businesses to pay rent and taxes, payroll and more with a credit card, regardless if the recipient accepts cards. Singapore’s CardUp announced nearly $1.7 Employment Hero.

US 116

US Capital California San Francisco 116

Gonzobanker

JANUARY 7, 2019

After the initial high of the “Trump Bump” in late 2016 and the euphoria-promoting “Tax Bump” of late 2017, bankers saw their fortunes turn against them in the second half of 2018. Bank leadership will face a credibility test in the coming months as team members observe how their organization expects to navigate the gathering storm clouds.

Meeting 87

Meeting Analysis Resources Management 87

Insights on Business

MAY 3, 2019

In this new model, there is a link between the size and complexity of clients’ financial needs and the number of specialists required to support those needs, such as tax advisors, wellness experts, lawyers and accountants. Advisors will be the quarterbacks that direct experts to help clients deal with the impact of major life events (e.g.,

Management 87

Management Data Meeting Branding 87

Independent Banker

DECEMBER 31, 2021

will continue to work with fintechs, says president and CEO Steve Dehnert. The bank increases its loan balances by partnering with fintech loan producing companies on a national scale, and this year it will switch its insurance operations to digital as the bank’s onsite agent retires, adding more policy types, including travel insurance.

Community Bank 144

Community Bank Community Lending Louisiana 144

Gonzobanker

DECEMBER 19, 2017

FinTech threats and distractions. BNC shareholders got a terrific premium, a 47% dividend increase, and a continued leadership role for Richard D. Oh, by the way, that Fintech darling of two years ago Lending Club? The Credit Unions Can Act Like Fintech VCs Award. This year brought us: Mergers out the yin-yang.

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Conference Industry Community Bank Community 91

CB Insights

FEBRUARY 13, 2020

In an interview at CB Insights’ 2019 Future of Fintech conference, CFO and CPO William Gaybrick indicated that businesses are more constrained by developer resources than by capital. Leadership and board members. Company Leadership & Board Members. Stripe has assembled a leadership team with several industry veterans.

Online 98

Online Company Retail Payments 98

Alex Jimenez

FEBRUARY 27, 2019

For four days I listened to all types of presenters, met with IBM and partner representatives, talked to people in all kinds of industries, and finally met in person a fintech-verse friend I have known for many years, Spiros Margaris. She gave the example of tax auditing and dating apps sharing the same solution. IBM Q Panel.

blockchain 40

blockchain Conference Security Innovation 40

CB Insights

MAY 23, 2019

Mozido’s fintech fraud fiasco. In January 2018, Outcome settled all pending lawsuits by the company’s investors on the condition that Shah and Agarwal step down from their leadership positions. Mozido’s fintech fraud fiasco. Zenefits skirts compliance regulations. Outcome Health fights for its life.

Fraud 78

Fraud Las Vegas Company Video 78