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

South State Correspondent

APRIL 15, 2024

Our focus is on information that pertains to the community banking industry. Leaders develop a decision-making process. Interestingly, JPM reorganized at the start of this year placing more emphasis on wealth, payments and community banking (below). As usual, it was full of insight that every community banker should consider.

Community 195

Community Community Bank Leadership America 195

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

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. APIs: Making Inroads.

Fintech 161

Fintech Big Data Tools Management 161

PYMNTS

DECEMBER 16, 2019

Even the smallest of enterprises can leverage services like cross-border payments, data analytics and customer management tools, transforming one-time purchasers to loyal customers. Businesses need help to access and deploy these powerful tools, however – and this means their merchant service providers (MSPs) must be prepared to step up.

Data 130

Data Analytics Tools System 130

Cisco

OCTOBER 11, 2021

It’s a time of transition and digital transformation in financial services. From a customer experience perspective, digital-first is the priority, enabling customer self-service, and digitizing paper-intensive transactions whenever possible. Only 14% of banks are in the execution phase of their digital strategy… BDO.

Branch Design 146

Branch Design Branch Strategies ATM Digital Strategies 146

South State Correspondent

AUGUST 10, 2023

These debits and credits, plus their inherent processes, happen in sequential order. Fraud detection, for example, must either be run in a separate application and then brought back into the core, or all core processes must stop to run a fraud sequence. This daily reconciliation process is no small feat.

System 195

System Examples Operations Data 195

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. Focus on long-term success with your wealth management team. At Popular Investments, our vision is to serve as a strategic partner.

Taxes 52

Taxes Policies Leadership Industry 52

PYMNTS

MAY 1, 2020

Many CUs are doubling down on their efforts to digitize their services in a secure manner. The majority of Arizona FCU transactions are being made either digitally or via drive-thru due to statewide stay-at-home orders, said Dana Vas Nunes, senior vice president of member services, in a recent interview with PYMNTS.

Arizona 159

Arizona Security Cards Phoenix 159

Cisco

MARCH 3, 2021

Financial Services institutions have experienced unforeseen challenges and significant disruption during the Pandemic and beyond, but also unprecedented opportunities to accelerate growth and digitize business operations to enhance employee productivity, customer experience, and innovation. Now they ARE the business.

Strategy 77

Strategy Cyber Security Survey Security 77

CB Insights

OCTOBER 21, 2018

CB Insights unveiled the second annual Fintech 250 — a list of 250 of the most promising private companies applying a mix of software and technology to transform the financial services industry. get our 30-page amazon IN fin services report. across 4 investments. THE FINTECH 250 STORY. Please click to enlarge.

Fintech 78

Fintech Lending Capital Analytics 78

PopularBank

APRIL 15, 2021

By posing a relatable dilemma, the study may have gotten to the heart of how we value financial preparedness and order our financial priorities. Eric Garcia, a financial consultant for Popular Private Client and Registered Representative, Infinex Investments, Inc., Understanding the big picture: What financial planning is (and isn’t).

Taxes 97

Taxes Strategy Study Survey 97

Bobsguide

OCTOBER 11, 2022

it, Associate Professor at the Department of AI & Data Engineering at Istanbul Technical University, discussed the role of artificial intelligence and natural language processing in banking. We discussed technology for the financial sector in deep detail during our event. At the same time, Erkin Ayd?n,

Risk Management 97

Risk Management Analytics Regulation Technology 97

Cisco

NOVEMBER 16, 2020

IT spend will grow almost 6% annually over the next five years, and cloud, security, and process automation will be the focus of intense compliance and governance investments over the next 24-36 months. Leverage WIFI6 devices, Smart Cameras as Sensors in their campus and our Cisco DNA Spaces solution for a safe return to the office.

Security 138

Security Compliance Video ATM 138

PYMNTS

FEBRUARY 4, 2020

Among the most disruptive changes introduced in 2016 by the Jumpstart Our Business Startups (JOBS) Act is the opportunity for small, private businesses to raise capital via crowdfunding, adding yet another avenue to capital to the long list of traditional and alternative finance options available to small to medium-sized businesses (SMBs) today.

Lending 131

Lending Capital Strategy Millennials 131

PYMNTS

APRIL 25, 2018

Acorns Later removes friction from the decision making process, getting back to our central product philosophy: Make big decisions small.”. Today, it’s exciting to see everyone working together to create another solution to help the up-and-coming grow their wealth.”. Acorns is a micro-investing app in the U.S.

Portland 100

Portland Taxes Tools Management 100

PYMNTS

APRIL 30, 2019

The financial services space often encounters the conundrum of trying to fit a square peg in a round hole. This challenge often emerges with small businesses (SMBs) that are not large enough to fit into a bank’s corporate and treasury services unit, and are, therefore, forced into being serviced with consumer-targeted products.

Management 153

Management Fraud Security Examples 153

South State Correspondent

SEPTEMBER 20, 2022

David Femi, the head of Multicultural Banking at M&T (NY, $203B), and Tony Oum, EVP at FirstBank (CO, $29B) and head of their Multicultural Banking Center, discussed (graphic notes below) the many benefits of multicultural banking as our society gets more diverse. Here, look for a more in-depth article in the near future.

Conference 195

Conference Marketing social media Data 195

South State Correspondent

OCTOBER 4, 2023

This approach has many problems, the first of which is a negative return on your investment (ROI). In this article, we will show you 15 proven deposit marketing campaigns that will rack up deposit-gathering wins while building a high-performing bank in the process. The approach is a mess, yet it is done every day in banking.

Marketing 195

Marketing Taxes Training Management 195

Insights on Business

DECEMBER 4, 2017

For over fifty years, we’ve been providing clients with a wide range of financial products and services that encompass investment banking, equities, fixed income and wealth management — and those years of experience have taught us never to rest on our laurels. To maintain our success, we have to keep innovating.

Data 89

Data Marketing Risk Management Case Study 89

CB Insights

DECEMBER 10, 2020

For example, stock trading app Robinhood’s commission-free approach to investing has forced incumbents to follow suit, while products like Venmo and Cash App have disrupted peer-to-peer payments. . get the full 45-page disrupting investment banking report. Investment banking. Other companies focus on savings accounts.

America 101

America Lending Cards San Francisco 101

PYMNTS

OCTOBER 29, 2019

The organization, which is investing $600,000 in the project, is working with blockchain startup ChromaWay and Bolivian IT services company Jalasoft on the project in Bolivia, Peru and Paraguay, with plans to eventually test out the technology in other parts of South America.

Bitcoin 102

Bitcoin blockchain social media America 102

Insights on Business

MAY 3, 2019

As the rise of digitalization continues to transform wealth management, and firms attempt to keep pace, the ways in which financial advisors and clients interact are evolving as well. Tailoring specialized content through the use of analytics and AI. marriage, divorce, sudden job loss, new home buying, unexpected inheritance, etc.)

Management 87

Management Data Meeting Branding 87

PYMNTS

APRIL 3, 2018

The process involved separating its consumer banking units from its investment arm and separating services for large corporates and small businesses. Larger corporate customers will be managed via the non-ring-fenced bank, while smaller clients will be serviced by “Barclays Bank U.K.,” banks starting Jan. reports said.

Report 100

Report Groups Management Policies 100

CB Insights

AUGUST 13, 2020

Below, we highlight 5 fintech trends, ranging from the growth of embedded fintech to consolidation in wealth management. In the first quarter of the year, merchant solutions revenue accounted for 60% of total revenue for Shopify, driven primarily by payment processing fees. (We Embedded fintech gains traction across applications.

Fintech 77

Fintech Trends Retail Software 77

Independent Banker

DECEMBER 31, 2021

Like most other community bankers, you spent many long nights processing Paycheck Protection Program (PPP) loans, planning how to do business in a pandemic and much more throughout 2020 and 2021. That hit our strategic planning agenda for the first time this year,” says Janet Silveria, president and CEO of Community Bank of Santa Maria. “We

Community Bank 144

Community Bank Community Lending Louisiana 144

Independent Banker

NOVEMBER 30, 2021

First Southwest Bank is carving out new business models to address a need for credit and financial services through nonprofit lending programs and software that leverages its community development financial institution (CDFI) funding. Our nonprofit helps us to meet that goal.”. In 2020 alone, it invested $6.9 By Tiffany Lukk.

Colorado 119

Colorado Community Bank Community New Mexico 119

Independent Banker

AUGUST 27, 2015

Today’s opportunities and options offering trust services are growing. For many community banks a solution has been to offer traditional retail brokerage services (stocks, bonds, mutual funds, annuities, insurance) through strategic alliances with broker-dealers that specialize in placing financial advisors in bank branches.

Community Bank 70

Community Bank Florida Community Taxes 70

PYMNTS

DECEMBER 3, 2019

Small Business Credit Card Satisfaction Study, businesses are twice as likely as consumers to switch credit card brands, with many small businesses serving “relatively low” scores for issuers’ rewards, benefits and services. Power Director of Wealth and Lending Intelligence John Cabell in a statement.

Cards 101

Cards Innovation Tools Study 101

CB Insights

NOVEMBER 21, 2019

Our definition of fintech includes (1) technology companies that provide services to the financial services industry, and/or (2) technology companies that create, distribute, and administer financial products themselves. Our “investors” subcategory highlights the top five most active investors in Canadian fintech.

Fintech 93

Fintech Marketing US Technology 93

PYMNTS

MAY 31, 2018

In Florida, reported American Banker – in the community banking realm – Seacoast Banking has paired with SmartBiz Loans to shorten the loan approvals process. ” In the United Kingdom, with reach into Asia, Schroders, the investment manager, took a minority stake in WeInvest, a Singapore-based digital firm focused on wealth services.

Community Bank 104

Community Bank Community Fintech Florida 104

Independent Banker

AUGUST 31, 2021

This year’s winners: Left: Central Valley Community Bank, People’s Choice Award; Middle: Kennebec Savings Bank, Exceptional Community Bank Service Award; Right: Cross River Bank, Emerging Service Program Award. Exceptional Community Bank Service Award. But [they also] knew they were able to help our local restaurant owners. “But

Community Bank 196

Community Bank Community National Fresno 196

PYMNTS

MARCH 21, 2016

s head of retail banking and wealth management, explained: “This is the largest planned rollout of voice biometric security technology in the U.K. and demonstrates our continued investment in digital innovation and focus on making our services even more convenient for our customers.

Security 100

Security New York Mobile Technology 100

South State Correspondent

APRIL 24, 2023

Just when you were getting your bank’s head around how you will operationalize ChatGPT (our breakdown HERE ), AutoGPT, an application built on top of ChatGPT, gets released and takes the technology to a new level. We don’t yet fully understand the risks, but in our testing, we know enough to be very scared.

social media 195

social media Data Marketing Technology 195

CB Insights

AUGUST 26, 2021

It has ratcheted up its investment activity since 2017, when it launched its first Vision Fund, which sized up at nearly $100B — the largest tech-focused investment fund ever. So far in 2021, SoftBank is investing in a record number of deals. Get the data on softbank’s 2021 investments SO FAR. First name.

Regional 94

Regional Fintech Analysis Company 94

Abrigo

SEPTEMBER 9, 2016

However, as our economy, markets and technology have seen exponential growth over the past century, “valuation science” has evolved – a trend that’s likely to continue as valuation professionals respond to healthy demand in the coming years , Whitener said. Big valuations and venture capital investments spiked during this bubble.

Industry 150

Industry Video Capital Trends 150

CB Insights

MARCH 27, 2019

Over the next few decades, baby boomers and Gen X will pass on $30T in wealth to the millennial generation. This transfer will precipitate a massive shift in how companies think about and facilitate investing — moving away from some traditional asset classes, and towards ethics-first “impact investing.”.

Millennials 77

Millennials Fintech Trends Report 77