CB Insights

OCTOBER 31, 2019

FREE REPORT: MILLENNIALS AND THE FUTURE OF WEALTH MANAGEMENT. This recently granted patent (which was originally filed in 2013) takes a slightly new tact for the social network giant. The post Facebook’s New Patent Shows How The Tech Giant Wants To Help You Manage Your Spending appeared first on CB Insights Research.

Management 68

Management New York Tools Apple 68

Abrigo

OCTOBER 3, 2014

With more than 76 million Baby Boomers having reached retirement – or will within the next 10 years – the younger generations are moving in to elevated roles in the management of businesses, but there are fewer of them than their parents generation.

New Jersey 270

New Jersey social media Industry Regulation 270

PYMNTS

NOVEMBER 16, 2017

Mary’s has since occupied the same site, constructing a new building in 1970 and replacing that structure with its current headquarters in 2013. From Mill Workers to Millennials. Older credit unions that have managed to stay in business for many years, including St. PYMNTS recently spoke with St.

Millennials 101

Millennials US New Hampshire Resources 101

Abrigo

MAY 5, 2022

Thankfully for bank and credit union executives, lenders, risk managers, and Bank Secrecy Act (BSA) Officers, banking podcasts and podcasts for credit unions are plentiful, and options are growing. Breaking Banks Breaking Banks , billed as the #1 global fintech podcast and radio show, began in 2013 and is hosted by media firm Provoke.fm.

Community 195

Community Lending Maine Resources 195

South State Correspondent

AUGUST 16, 2023

These are cash flow management tools that send a signal of future problems. We are seeing the lowest origination totals since 2013. Banks are currently reducing indirect auto financing growth and are managed by greater holdback and fewer exceptions. Banks should put management plans in place now.

Trends 195

Trends Cards Capital Data 195

PYMNTS

MARCH 6, 2019

But in recent memory, few goods on the market have gained quite the level of public affection — bordering on obsession — that the Instant Pot has managed to elicit in less than a decade on the market. Yes, Instant Pot-side chats are the fireside chats of the millennial generation.

Branding 108

Branding Millennials Innovation Marketing 108

PYMNTS

SEPTEMBER 12, 2018

A lifestyle brand for millennial buyers with an eye for design – but perhaps not the pocketbook for designer prices – the watch and accessories startup MVMT started on its path in 2013. Being millennials, shopping online, seeing the growth of eCommerce before it really blew up … we saw that coming.”

social media 101

social media Branding Millennials Groups 101

Banking 2020

MAY 15, 2015

Slash fees to win over millennials, underbanked: According to a recent survey, 78% of respondents said branch location is important or extremely important when looking for a financial institution , yet only 13% reported that a branch is their primary channel for managing money. The disappearing check: how long until the end?:

Millennials 40

Millennials Survey Branding Innovation 40

CB Insights

APRIL 22, 2019

According to Walmart CEO Jon Schlossberg, salaried employees adopt the money management tool at a higher rate than hourly workers. While wage growth in the US remains slow, homeowner equity has more than doubled since 2013. Consider Walmart’s partnership with Even, an app that allows employees to access their wages early.

Millennials 70

Millennials Resources America Tools 70

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

JULY 8, 2019

Aspiration Bank is one of those innovators hoping to gain socially-conscious consumers via a pay-what-you-like fee structure — while also managing to please investors at the same time. But that’s not stopping efforts at innovation and disruption in this space. It made for some very short conversations,” he said. Only 6 percent are from L.A.,

Retail 116

Retail New York City Millennials Boston 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

Fintech Labs Insights

JANUARY 15, 2016

Available only via mobile app, imaginBank is a new initiative by Spanish bank, Caixabank targeting millennials. And one in every three Spanish millennials is a customer of their bank. imaginBank users can also use CaixaBank ATMs for transactions and to manage their accounts. CaixaBank serves 2.9

Millennials 12

Millennials Mobile social media ATM 12

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

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 company’s freemium service offers either a fully-managed account service or a free, advice-only resource. The startup debuted FutureAdvisor Premium at FinovateFall 2013 in New York.

Management 12

Management San Francisco New York Millennials 12

PYMNTS

NOVEMBER 4, 2019

Venmo was up 64 percent year on year, said management. 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. That’s not all. and owned 61 percent of bank accounts in 2017.

Groups 101

Groups Payments Mobile Dallas 101

PYMNTS

SEPTEMBER 26, 2016

In 2015 alone, propelled mainly by a wave of millennial consumers who seemed to make dining out more frequently a part of their lifestyles, the restaurant industry was both the fastest-growing retail industry and the largest retail sector. but only 331,469 independent restaurants by March 2013. The decline in U.S.

Industry 100

Industry Retail Groups Millennials 100

PYMNTS

DECEMBER 19, 2016

While they enjoy many FinTech innovations, most millennials don’t have a snowball’s chance of earning more than their parents — ever. It’s one thing for the millennial offspring of the billionaire hedge-fund scions to fall short of making a billion because they only manage to pull down $760 million a year. It’s a fact.

Millennials 100

Millennials Fintech Cards Groups 100

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. Which is not to say Thanksgiving is not a meal without evolutions, big and small.

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

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. A full-fledged nod, finally, to gathering speed at the POS – and how much millennials hate cursive. Or … could be Amazon.

Retail 116

Retail Course Washington Marketing 116

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

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

Asia is highly competitive, with tech giants like Ant Financial and Tencent’s WeChat actively dominating mobile payments and expanding their reach in financial services across lending, wealth management, and insurance. This includes targeting the underbanked/unbanked, millennials, students, kids, freelancers, and early adopters of blockchain.

Retail 78

Retail Cards Millennials Mobile 78

PYMNTS

DECEMBER 31, 2016

The startup drew jealous ire from competitor Facebook/Instagram , success from millennials and confused befuddlement from baby boomers this year, along with a $1.81 Every year, Amazon somehow manages to outdo itself and finds more space in which to succeed. billion funding round back in May. It seems to be working for it.

Apple 109

Apple Security social media Study 109

Fintech Labs Insights

JANUARY 12, 2016

The announcement comes five months after investment manager BlackRock acquired FutureAdvisor for an undisclosed amount, prompting the robo-advisor to change its customer acquisition strategy from direct-to-consumer to business-to-business. FutureAdvisor CEO Bo Lu debuted its premium offering at FinovateFall 2013 in New York.

San Francisco 12

San Francisco New York Millennials Management 12

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. Task management platform Asana went public via DPO in September 2020.

Management 78

Management Capital Company Marketing 78

Fintech Labs Insights

JULY 30, 2015

The upgrades balance greater functionality for younger millennials and Generation Z on the one hand, with increased transparency for parents – and regulators – on the other. Touch ID authentication and an enhanced notification engine are among the features in the Neon release of the new mobile app from Oink.

San Francisco 12

San Francisco Millennials California Apple 12

PYMNTS

JANUARY 22, 2018

Shawn O’Grady, SVP of General Mills’ global revenue management, said in an interview last summer that consumers who buy groceries online tend to be “full basket” shoppers, with an average spend of $150. Back in 2013, wholesale clubs were clubs, requiring an annual membership to shop there. Capturing the Center of the Store.

Innovation 135

Innovation Online Branding El Paso 135

NCR

APRIL 11, 2016

In a sense, it’s an extension of the ban’s forays into online and mobile channels (Tangerine was named American Banker’s ‘Mobile Banker of the Year’ back in 2013). But it is also a serious attempt to forge closer relationships with existing and new customers. Only 30% of those over 55 had the same preference.

Video 40

Video Tools Mobile Millennials 40

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

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

Tech and Finance

JULY 13, 2016

The big banks ranked better across multiple segments, including the coveted millennials, emerging affluents, and minorities. Banks that do a good job with digital and personalization win with millennials, as Ally Financial is showing. Forrester Report: Using Digital Money Management to Deliver Personalized Financial Coaching.

Regional 28

Regional Mobile Millennials Study 28

Fintech Labs Insights

JUNE 2, 2016

According to monthly SEC filings, no independent robo-advisor had made it to $300 million in assets managed faster than blooom. Founded in 2013 and headquartered in Overland Park, Kansas, blooom demonstrated its technology at FinovateFall 2014, picking up a Best of Show award. Mirror, mirror, on the wall.

Kansas 12

Kansas New York Millennials Analysis 12

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

PYMNTS

JULY 15, 2016

percent of its loans, down from 49 percent in 2013 – citing that validating income wasn’t essential to making a lending decision. ” According to the store manager sales jumped 75 percent. The article also reported that Lending Club had verified income for only 26.8 Really, since when?).

Retail 100

Retail FDIC Bitcoin Lending 100

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