NCR

MAY 9, 2017

The 2016 Millennial Money Mindset Report, released by iQuantifi earlier this year, reported that nearly 42 percent of millennials want to manage their banking relationship exclusively online. Millennials do not want to go to a bank branch,” said Silicon Valley Bank head of payments services Eduardo Vergara.

Fintech 75

Fintech Hawaii Community Bank San Francisco 75

CB Insights

SEPTEMBER 10, 2019

While the media often portrays millennials as preoccupied with the rising prices of festival tickets and avocado toast, their real financial concerns are a bit more practical. Download the free report to find out how fintech is shaping the future of wealth management and investing. get the REPORT on next generation investors.

Millennials 77

Millennials Mobile Lending Cards 77

PYMNTS

APRIL 13, 2018

According to a report issued by Moody’s earlier this week, the retail sector managed to notch a record number of defaults during Q1 2013, with nine retailers defaulting on their debt. Among them, according to the central bank: Financial markets this year. The opportunity beckons in a $200 billion market.

Retail 116

Retail Course Washington Marketing 116

CB Insights

MARCH 26, 2019

Every few weeks, another story about the dreaded generation surfaces: millennials are killing casual dining; millennials are killing breakfast cereal; millennials are killing home ownership. Millennials aren’t shunning luxury goods; they’re just renting them instead of buying. Millennials are in debt.

Millennials 78

Millennials Industry Trends Branding 78

PYMNTS

NOVEMBER 4, 2019

Venmo was up 64 percent year on year, said management. only, the service is slated to soon expand to other global markets. Technology use has been rising outside the millennial age group, meaning that FIs can increasingly expect middle-aged and older consumers to be ready and able to take advantage of mobile services.

Groups 101

Groups Payments Mobile Dallas 101

Fintech Labs Insights

JUNE 24, 2015

In an era when half of millennials are not saving for retirement, robo-advisors have entered the market to help make the task less daunting. The San Francisco-based company currently markets two products, one aimed to help users build their existing retirement fund and another to grow 529 college savings funds.

Management 12

Management San Francisco New York Millennials 12

PYMNTS

NOVEMBER 23, 2017

While much of what we prepare as a nation comes from something of a preset list, we’ve managed to change up the menu a little along the way. The last time Thanksgiving was this cheap was 2013,” John Newton, the federation’s Market Intelligence director. drop from last year. farmer and the harvest they produce every year.”.

National 131

National Retail Survey Examples 131

Jeff For Banks

NOVEMBER 19, 2016

According to the Society for Human Resource Management, only four percent of employers nationwide offer this benefit. What makes the ABA announcement interesting is: 1) it is a benefit specific for those that carry student debt, meaning mostly millennials, and 2) that they felt they should announce it. This is an increase from 29.9%

Millennials 60

Millennials Examples Industry Resources 60

PYMNTS

MAY 23, 2016

Yep, that’s the sound of the physical retail death spiral revving up,” Webster wrote of the singularly and visibly sluggish holiday shopping season at the mall in 2013 in early 2014. “ “So that faint whooshing sound you’re hearing?” And the proof is in the sales numbers pudding.”. There have been a few standouts. The Quiet eCommerce Mover.

social media 100

social media Retail Portland Millennials 100

CB Insights

OCTOBER 10, 2018

Incumbents are not standing still and are acting to protect their market share. Table of contents: Market map: the startups disrupting retail & commercial banking. Market Map: The Startups Disrupting Retail & Commercial Banking. While these customers may be easier to acquire, they are tougher to monetize. Key takeaways.

Retail 78

Retail Cards Millennials Mobile 78

CB Insights

OCTOBER 26, 2020

In the world of asset management, the biggest players are now dedicated firms like Vanguard. Total assets under management (AUM) at the top asset managers now dwarfs total AUM at the top banks. The disruption of asset management. When Facebook went public in 2012, the stock fell 15% in its first few days on the market.

Management 78

Management Capital Company Marketing 78

PYMNTS

JANUARY 22, 2018

More important, perhaps, than the innovations they made on behalf of their more famous lead players, was how their contributions accelerated those innovations’ time to market. Both Nielsen and The Food Marketing Institute estimate that online grocery sales will hit 20 percent of all grocery sales by 2025. Distribution.

Innovation 135

Innovation Online Branding El Paso 135

PYMNTS

JULY 15, 2016

When Amazon, the largest retailer by market cap, says that it had its best day ever , it’s hard not to call that a sizzle – and then some. Even Amazon competitors like Macys, Target and even Best Buy reported that their sales rose that day by 13 percent or more – as they rode the Prime Day draft and put their own offers in market.

Retail 100

Retail FDIC Bitcoin Lending 100

PYMNTS

MARCH 13, 2019

Transparency is one theme: 40 percent of participants in the study noted they do not fully trust their partner to manage their combined finances. Read: For Richer or Poorer: How 5 People Co-Manage Money With a Significant Other.]. “He managed to lose over 70 percent of both of their IRAs … in an up market,” Lambert says.

Management 115

Management San Diego Tools North Carolina 115

CB Insights

FEBRUARY 1, 2019

Consider that: Half of Indonesia’s population is under the age of 30, with the number of millennials (aged 17-35) in Indonesia currently at 79.5M. By 2050, Indonesia is projected to have the third largest middle class among emerging markets. in 2013 to 15.8% GET THE 106-PAGE FINTECH TRENDS REPORT. in premiums in 2016.

Policies 61

Policies Lending Operations Examples 61

CB Insights

AUGUST 16, 2017

This new unicorn cohort operates across industries, from fitness tech to cybersecurity to enterprise data management. Select Round Investors: capitalG, Goldman Sachs, Balyasny Asset Management. Select Round Investors: Y Combinator, Matrix Partners, Tiger Global Management. OUTCOME HEALTH. Valuation: $5.5B. Valuation: $1.8B.

Meeting 68

Meeting US Capital North Carolina 68

Fintech Labs Insights

MARCH 24, 2017

These types of companies debuted in 2011 with the launch of ImpulseSave * , which was acquired by Betterment in 2013. Since that time, a few other competitors have launched and are beginning to build steam with their Millennial user base. They use a chat-based interface for client communication and account management.

Millennials 15

Millennials Massachusetts Taxes Examples 15

Tech and Finance

JULY 13, 2016

While regulators and politicians may be concerned with the big banks getting bigger, market forces will continue to favor the big banks as long as they do a better job serving their customers. The big banks ranked better across multiple segments, including the coveted millennials, emerging affluents, and minorities.

Regional 28

Regional Mobile Millennials Study 28

Fintech Labs Insights

NOVEMBER 21, 2016

While much of the fintech world remains mesmerized by the millennial market, True Link Financial CEO and co-founder Kai Stinchcombe believes that Baby Boomers – and increasingly Gen Xers – are where it’s at. “We think seniors are the most exciting market in financial services today,” Stinchcombe said.

San Francisco 12

San Francisco Capital Millennials California 12

CB Insights

AUGUST 14, 2017

This new unicorn cohort operates across industries, from fitness tech to cybersecurity to enterprise data management. Select Round Investors: capitalG, Goldman Sachs, Balyasny Asset Management. Select Round Investors: Y Combinator, Matrix Partners, Tiger Global Management. OUTCOME HEALTH. Valuation: $5B – $5.5B.

US 28

US Capital North Carolina Data 28

CB Insights

SEPTEMBER 4, 2019

Popular media coverage of millennials often fixates on the industries the generation is allegedly killing and their supposed fiscal irresponsibility. Some industries benefiting from millennials’ increased spending power, such as travel, reflect well-worn Gen Y tropes like the general preference for “experiences” over things.

Millennials 78

Millennials Industry Branding social media 78

Celent Banking

APRIL 23, 2015

Another observation is that much of the debate is deeply polarized – all or nothing – as if banks serve a static and homogeneous market. We hear it all the time; “Millennials don’t use branches.” “Old The survey (an online survey administered with a managed panel of nearly 3,000 consumers designed to be representative of the U.S.

Survey 100

Survey Mobile Millennials ATM 100

Gonzobanker

OCTOBER 6, 2015

It is important that when bank executives picture the card business, they shouldn’t picture this: But rather this: Giving customers a number and encouraging them to virally spread it around the world in online payments from hundreds of merchants forces banks to develop a new strategic focus and a new set of management skills.

Cards 60

Cards Fraud Apple Google 60

Fintech Labs Insights

JULY 14, 2016

Today, Student Loan Genius is inviting employers to do the same thing when it comes to millennial workers and student loan debt. This feature helps clients manage the challenge of trying to repay debt and save at the same time. ” Company facts: Founded in 2013. Headquartered in Austin, Texas. Employs 14.

Millennials 12

Millennials Tools Austin San Jose 12

Gonzobanker

DECEMBER 22, 2015

Community bank marketing resources. With market opportunity heating up and big bank and big credit union competitors hitting hard, too many community banks lack marketing resources … or they have 2X more spending in sponsorships than the campaigns, analytics and digital sales improvements that actually bring in new business. ‘It

Community Bank 60

Community Bank Apple Community Technology 60

CB Insights

OCTOBER 6, 2017

With the emergence of industry-specific AI, the effects of automation — initially felt in manufacturing — are seeping into retail sales, restaurants, e-commerce, marketing, and even software development. Outsize impact on the labor markets. The outsize impacts on the labor markets. How corporations are harnessing automation.

Software 69

Software Industry Retail United States 69

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. Visualizing data for trends and market projection, visualize data in different ways. Product Launch: September 2013.

Mobile 40

Mobile Cards Fraud Data 40

CB Insights

OCTOBER 10, 2017

An explosion of new consumer finance brands is transforming how people save, spend, and manage their money. Ninety-two million millennials will soon be in what Goldman Sachs calls their “prime spending years.” Below, we’ll show you: How to use pre-launch marketing to build trust and hype. In aggregate, they command $1.3

Tools 78

Tools Millennials US Maine 78

CB Insights

JUNE 17, 2020

Telehealth technology is estimated to be a $43B market, according to CB Insights’ Industry Analyst Consensus. Now, with experts stressing the importance of rapid testing and tracking in managing the Covid-19 crisis, wearables and other health monitoring tech that enable diagnostics are taking center stage.

Industry 101

Industry Technology Online Video 101

Gonzobanker

DECEMBER 19, 2016

Since Richman and about 100 other bankers from LaSalle Bank in Chicago joined PrivateBancorp nearly a decade ago, the bank has grown to an $18 billion solid niche player with $10 billion in assets under management. Or the need to take market share in a slowest growth region? Best Free Market Research a Retail Banker Will Ever Get.

Utah 60

Utah System Community Marketing 60

Gonzobanker

DECEMBER 19, 2016

Since Richman and about 100 other bankers from LaSalle Bank in Chicago joined PrivateBancorp nearly a decade ago, the bank has grown to an $18 billion solid niche player with $10 billion in assets under management. Or the need to take market share in a slowest growth region? Best Free Market Research a Retail Banker Will Ever Get.

Utah 60

Utah System Community Marketing 60

Fintech Labs Insights

FEBRUARY 23, 2017

Interest rates are projected to rise for the second time, millennials are starting to buy their first homes, and investors are looking to diversify out of the volatile stock market. eyeOpen ( FEU 2013 demo ). Mortgage Harmony ( FS 2013 demo ). In the U.S., Credit Sesame ( FS 2015 demo ). Equifax ( FF 2011 demo ).

Fintech 28

Fintech Lending Regulation Millennials 28

PYMNTS

MARCH 7, 2016

Instead, what might be keeping innovators up at night is whether consumers – outside of the early adopters – truly feel the love or simply shut down, given the number of devices with commerce capabilities that they now feel that they have to monitor and manage. The market had moved to the PC and personal computing. And they did.

Payments 100

Payments Innovation Software Mobile 100

CB Insights

MARCH 2, 2018

in market cap. Alibaba is expanding its logistics network around the world and piecing together subsidiaries to connect the world’s e-commerce markets. Both companies can afford to spend aggressively on expansion as their stocks have soared — market caps sit at $720B for Amazon and $483B for Alibaba.

Regional 68

Regional Retail Marketing Online 68