PYMNTS

JULY 12, 2020

Fee-payment processing platform AdvicePay has teamed with Envestnet | MoneyGuide , the financial planning software, to help financial advisors collect B2B payments faster, according to a press release. Alan Moore , AdvicePay co-founder and CEO, said the partnership aims to make advisors’ lives easier and more profitable.

Software 159

Software Tools Data Management 159

PYMNTS

DECEMBER 12, 2019

The firm has also partnered with larger financial institutions (FIs) to service their smaller clients. In other financial news , Goldman is planning to launch a digital wealth management service in 2020 for customers with as little as $5,000 to invest.

New York 131

New York Capital Resources America 131

PYMNTS

DECEMBER 11, 2020

It was a busy week for B2B venture capitalists who spread their wealth amongst a wide range of B2B FinTechs, with investments totaling more than $164 million. India-based B2B eCommerce company SOLV secured an investment from SC Ventures , the companies announced this week, although they did not reveal the value of the funding.

Fintech 193

Fintech Capital Resources Technology 193

PYMNTS

DECEMBER 4, 2018

TD Bank is introducing new services in Canada designed to address the unique financial services needs of the healthcare sector. The collaboration followed a previous deal announced with BizEquity that introduced a business valuation service for small business clients interested in selling their firms.

Industry 128

Industry Management Taxes Lending 128

PYMNTS

NOVEMBER 24, 2020

FinTech startup Plaid is partnering with banking platform Jack Henry & Associates to advance the Plaid Exchange for more than 350 financial institutions (FIs). “We The tie-up gives Jack Henry customers access to the Plaid network and provides extra security to the 350-plus financial institutions using Jack Henry’s Banno digital platform.

Fintech 198

Fintech San Francisco Community Bank Regional 198

PopularBank

FEBRUARY 19, 2021

With Popular Investments Executive Financial Consultant Roderick Rodriguez. As we look to the year ahead, diversifying wealth management needs and client expectations continue to challenge financial consultants and advisors. The Great Wealth Transfer will continue to drive diversifying wealth management needs in 2021.

Meeting 98

Meeting Management Millennials Industry 98

BankBazaar

FEBRUARY 24, 2022

The 10 commandments that can help you part troubled financial waters so you can walk confidently into the ‘promised land’ – a financially secure future! While there’s no one-size-fits-all approach to building a financially secure future, there are certainly some best practices that can help. Thou shalt be financially literate.

Security 147

Security Taxes Cards Management 147

PYMNTS

FEBRUARY 13, 2020

Burgess will lead strategy and development of the department, and will bring “new payment services to customers that are fast, simple and safe to use,” per the company. We know that innovation is powered by the most talented people, and we welcome Trish’s wealth of payment experience.

Apple 225

Apple Payments Customer Experience America 225

PYMNTS

OCTOBER 22, 2020

The company has also moved into grocery delivery, insurance and financial services. Having laid this foundation, we will focus on expanding our financial services and merchant services business through the rest of the year and beyond,” he said.

Regional 143

Regional Groups National Tools 143

PYMNTS

DECEMBER 9, 2019

In today’s top news in payments, Goldman plans to launch a robo advisor for clients with lower investment capital than traditional customers, and Apple plans to offer 0 percent installment financing on iPhones bought with the Apple Card. Goldman Plans to Launch Robo Advisor Next Year.

Regulation 131

Regulation Data Apple Payments 131

Independent Banker

DECEMBER 31, 2021

To satisfy the banking needs of some commercial and high-net-worth clients, some community banks provide trust and tax strategy services. These banks report that specialized services are a way to deepen their already close customer relationships. For some banks, those services include specialty trust and tax strategy services.

Taxes 91

Taxes Community Bank Community Strategy 91

Perficient

NOVEMBER 8, 2021

Bo Berg is a director in Perficient’s financial services practice. He has more than 20 years of experience leading digital transformation initiatives for financial institutions. Programming, Perficient, & Planning. That’s when I started to get deep into the financial space. Denmark, Dogs, & DJing.

Industry 539

Industry cryptocurrency New Mexico Los Angeles 539

Gonzobanker

DECEMBER 8, 2021

Fintech investing has gained near sport status. Bank CEOs are looking at fintech investment rounds. Anyone remember when financial services was considered predictable and sleepy? Mark Cuban is tweeting about Jill Castilla’s fintech efforts with lending system startup Teslar.

Fintech 214

Fintech Los Angeles Lending Analytics 214

PYMNTS

SEPTEMBER 8, 2020

the $14 billion global ride-hailing company based in Singapore, is negotiating with potential investors as it seeks to raise as much as $500 million to boost its financial services division. Grab has added food delivery and insurance to its services since the start of the pandemic. But its food delivery services took off.

Report 192

Report San Francisco Strategy Groups 192

PYMNTS

NOVEMBER 10, 2020

We are sure that this strategic partnership supported by investment and the power of Grab's technology will strengthen LinkAja's services in providing effective solutions to provide access to finance and the economy for the Indonesian people,” Haryati Lawidjaja, president director of LinkAja said in a statement on Tuesday (Nov.

Fintech 203

Fintech Maine Course Capital 203

PYMNTS

MAY 31, 2019

As part of its strategic plan, investment firm Goldman Sachs aims to win the business of more mid-sized companies. It also plans to spend $4 billion technology this year per John Waldron, the bank’s president, who made the remarks at a Bernstein conference in New York, the Financial Times reported.

Conference 180

Conference Florida New York Lending 180

PYMNTS

FEBRUARY 19, 2019

The total investment was HK$1.81 With the investment, Alibaba is now the second largest shareholder of CICC’s H-shares, with its stake now standing at 11.74 With the investments from Alibaba and Tencent CICC gets access to their data and advanced technology as it looks at new growth markets for the company. percent from 7.64

Capital 145

Capital Fintech Report Technology 145

Insights on Business

FEBRUARY 7, 2019

Every retiree deserves access to the life they’ve worked so hard for their entire adult lives, but poor financial planning often means that they fall short. Now, advances in technology are finally enabling them to plan for the retirement that they want by automating a critical part of financial planning: wealth decumulation.

Technology 102

Technology Study Security Management 102

PYMNTS

JANUARY 2, 2020

The largest accounting firms – EY, Deloitte, KPMG and PwC – are investing billions of dollars in artificial intelligence (AI) and data technology products to change the industry in new ways, according to a report by Bloomberg Tax. We are a professional services firm, but technology is core to our future.”.

Data 179

Data Training Technology Taxes 179

PYMNTS

SEPTEMBER 11, 2018

The Dubai Financial Services Authority (DFSA) and the Monetary Authority of Singapore (MAS) have signed onto efforts “that provide a framework for cooperation and referrals between the innovation teams of each authority.” The goal is to deliver financial services through emerging technology, said the entities.

Fintech 161

Fintech Big Data Tools Management 161

PYMNTS

FEBRUARY 24, 2020

Yet, some common threads unite the respective bids by LendingClub for Radius Bank and by Morgan Stanley for E-Trade , with a nod toward the changing financial services landscape and serving customers through “one-stop shop” platform models. The LendingClub Deal. Here is where the “marketplace” and platform model comes in.

Digital Banking 242

Digital Banking Course Online Management 242

PopularBank

APRIL 15, 2021

were asked a simple question as it related to financial planning: How much time do you spend planning your vacations vs. your finances? . Around 20% of respondents reported that they spent more time planning their vacations over planning their finances. Financial planning helps you clarify goals.

Taxes 97

Taxes Strategy Study Survey 97

PYMNTS

APRIL 30, 2019

As reported this past week, per Yahoo Finance , Ireland wants to see as many as 50,000 people employed directly within the country’s international financial services sector, with a target date of 2025. Separately, Ireland-based FinTech Prepaid Financial Services has been granted an eMoney license by the Central Bank of Ireland.

Fintech 189

Fintech Regional Operations California 189

PYMNTS

SEPTEMBER 15, 2020

plans to roll out instant business-to-business (B2B) payments with Interchecks. The investment bank created its Marcus Insights platform by harnessing some of the knowledge from its $100 million acquisition of Clarity Money. Tennessee-based regional financial services company First Horizon National Corp.

Tools 131

Tools Fintech Tennessee National 131

Independent Banker

JANUARY 31, 2022

Southern Bancorp partners with other community banks to increase loan accessibility and financial literacy to low-income customers. His wife, however, reminded him of how rewarding he’d found it to facilitate a financial principles course at his church. We hope to partner with other community banks in our service area.”.

Community Bank 172

Community Bank Community Leadership Arkansas 172

Abrigo

APRIL 28, 2022

How Core Deposit Analytics Help Banks and Credit Unions Plan For Rising Rates Core deposit analytics provide a wealth of information for strategic planning, deposit pricing, product development, and more. Dave Koch, Director of Abrigo Advisory Services, also contributed to this article. Strategic planning Data.

Study 195

Study Analytics Strategy Management 195

PYMNTS

FEBRUARY 13, 2020

Burgess will lead strategy and development of the department, and will bring “new payment services to customers that are fast, simple and safe to use,” per the company. We know that innovation is powered by the most talented people, and we welcome Trish’s wealth of payment experience.

Apple 150

Apple Payments Customer Experience America 150

PYMNTS

JANUARY 11, 2019

is said to be one of the investors, as well as Ant Financial , which is the finance arm of Alibaba. Ant Financial already holds a minority stake in Bukalapak, so the new round will be in addition to what’s already been given. Bukalapak, when contacted, said it planned to issue a press release soon. Naver Corp.

Company 139

Company Maine Lending Software 139

PopularBank

DECEMBER 22, 2020

With Popular Bank Director of Wealth Management Joseph Culotta. Joseph Culotta is the Director of Wealth Management for Popular Bank and registered representative of Infinex Investments, Inc. In navigating volatility and uncertainty in the coming year, investors will do well to calibrate their financial approach.

Taxes 52

Taxes Policies Leadership Industry 52

PYMNTS

OCTOBER 2, 2019

Uber coughed up over $3 billion to get its hands on Dubai’s ride-hailing startup Careem, the Financial Times reported on Wednesday (Oct. Careem also launched a bus service in Cairo and a Jeddah-Mecca route in Saudi Arabia for pilgrims. Uber paid $3.1 billion to take ownership. The deal is expected to close in January of 2020.

Regional 188

Regional Leadership Innovation Operations 188

PYMNTS

SEPTEMBER 17, 2020

“We’re excited about this vote of confidence from both new and existing investors as we advance our mission to build honest financial products that improve lives,” said Affirm CEO and Founder Max Levchin in the release. The company did not say how it planned to use the cash.

San Francisco 178

San Francisco Fintech Maryland Capital 178

PYMNTS

DECEMBER 9, 2020

This was not only costly for customers, but also financially dubious for their banks. I n How To Put AI In Your 2021 Business Plan Playbook , PYMNTS and Brighterion collaborate to provide a blueprint of how financial institutions (FIs) can incorporate AI into their consumer credit strategies.

How To 245

How To Management Report Strategy 245

PYMNTS

MAY 1, 2019

According to a report in Financial News , based on open positions at Plaid, the company is looking to hire 10 or more people for jobs in Europe. Plaid ‘s platform enables developers to create financial services applications, with most of its customers using it to create checking and savings account features.

Marketing Strategies 100

Marketing Strategies Capital Fintech Policies 100

MyBankTracker

JULY 2, 2020

You may hire a financial advisor if you want to take your finances to the next level. Unfortunately, not all financial advisors are created equal. Facet Wealth is a financial advisory service that aims to expand access to fee-only Certified Financial Planners (CFP). What Is Facet Wealth?

Meeting 52

Meeting Baltimore Maryland Management 52

PYMNTS

MAY 1, 2019

According to a report in Financial News , based on open positions at Plaid the company is looking to hire ten or more people for jobs in Europe. Other jobs include for engineers and policy experts, reported Financial News. According to the report, jobs include a Europe lead and a UK lead specializing in go-to-market strategy.

Marketing Strategies 100

Marketing Strategies Capital Fintech Policies 100

Gonzobanker

MARCH 7, 2024

Mary Wisniewski, John Spottiswood, Srinivas Njay, Jerry Ryan Hildebrand The issue of customer service came up on repeat in my panel exploring artificial intelligence and customer engagement. What’s at stake is the quality of service, determining whether customers are satisfied, angry, or at least in one case, happy.

Las Vegas 158

Las Vegas Fintech Conference San Francisco 158

CB Insights

JULY 14, 2022

JP Morgan (JPM) is one of the leading financial institutions globally with over $3T in assets. While the company is largely known for its wealth management services, it has made key acquisitions and investments in the last 2 years that expand its offerings. free report: The Future Of the wallet. hbspt.forms.create({.

Strategy 67

Strategy Fintech Regional Compliance 67