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. THE FINTECH 250 STORY. CB Insights clients can view the full Fintech 250 story by clicking the button below. Please click to enlarge.

Fintech 78

Fintech Lending Capital Analytics 78

CB Insights

DECEMBER 15, 2020

Change has been long overdue for the wealth management industry, which is facing growing competition, outdated legacy tech , thinning margins , and an aging client base. As with numerous other industries, the Covid-19 crisis has propelled digitization in the space — with fintechs and financial services incumbents alike.

Management 87

Management Fintech Industry Trends 87

PYMNTS

APRIL 30, 2018

In this world, the only things certain are death and taxes. According to a Crunchbase article published in February of 2018, investments in blockchain and blockchain-related startups (excluding initial coin offerings, or ICOs) were already 40 percent of what they were in 2017. And in 2017, those investments were off-the-charts nuts.

Fintech 183

Fintech blockchain Lending Digital Banking 183

PYMNTS

MARCH 26, 2019

Human capital management firm Netchex and restaurant business management technology provider Delaget are teaming up to promote data integration for the restaurant sector, with a focus on payroll. “As a market leader, Netchex was an obvious choice. “As a market leader, Netchex was an obvious choice.

Data 122

Data Analytics Capital Tools 122

PYMNTS

FEBRUARY 2, 2018

In addition, B2B venture capital (VC) went to FinTech firms and underbanked consumers and small businesses (SMBs) experienced banking hurdles. billion | Visa’s revenue, according to its most recent earnings report for the first fiscal quarter, which ended in December 2017. Here are the numbers: $4.9 Consensus stood at $3.26

Apple 101

Apple Data Taxes Fintech 101

PYMNTS

AUGUST 9, 2019

GPS Capital Markets, founded by Al Manbeian and Ryan Gibbon, posts between $20 million and $30 million earnings before interest, taxes, depreciation and amortization (EBITDA), one source told the publication. This is especially true for SMEs who cannot run the risk of losing 30 percent of revenue on a currency depreciation.”.

Capital 108

Capital Marketing Utah Taxes 108

Abrigo

SEPTEMBER 6, 2017

In a world filled with digital loan applications, growing fintechs and booming small businesses, credit unions need to continually evaluate their borrower experience. When it comes to borrower experience, 78 percent of community financial institution borrowers reported overall satisfaction as opposed to 46 percent of fintech borrowers.

Survey 150

Survey Taxes Comparison Fintech 150

PYMNTS

MARCH 16, 2018

But APIs can offer a different strategic advantage, especially to B2B FinTechs, according to A.J. Remlinger, Project Manager — Solutions for Business at foreign exchange technology firm OANDA. We’re looking to partner with treasury management system [TMS] providers out there.

Risk Management 134

Risk Management Survey Management Fintech 134

PYMNTS

JANUARY 9, 2019

In a 2017 report from job hunting site Indeed , researchers found that “small business accountant” was nowhere to be found in the top-10 job positions sought after by most small business employers. McKinsey research , released in 2017, pegged the number of jobs worldwide that could be lost to automation by 2030 at 800 million.

Taxes 179

Taxes Technology Tools Industry 179

CB Insights

NOVEMBER 5, 2019

There are just two China-based fintech businesses valued at over $100B in the world. The second, conceivably, is Tencent’s fintech business. In May 2019, Barclays released a note estimating the value of Tencent’s fintech business at $123B, or close to a third of the company’s total market cap. billion yuan).

Fintech 51

Fintech social media Analysis Marketing 51

Jeff For Banks

FEBRUARY 4, 2023

Additionally, the implementation of new policies by the government, such as changes to taxes and regulations, could also influence economic outlook. Additionally, regulatory changes and increasing competition from fintech companies could also impact the outlook for banks in the future. The tool is still new and evolving.

United States 78

United States US Cyber Security Taxes 78

PYMNTS

JANUARY 31, 2019

In addition, Grab plans to start offering solutions and privileges from United Overseas Bank Limited (UOB) in Singapore , Fintech firm BPP has unveiled a digital wallet dubbed BPP Pay for the Brazilian market and passengers from China can now make payments with WeChat Pay at an airport in Italy.

Cards 108

Cards Operations Payments Taxes 108

PYMNTS

JANUARY 14, 2019

In an interview with PYMNTs’ Karen Webster, Saqib Nazir, managing director of Africa at Emergent Technology delved into the ways the payments landscape across Africa is ripe for digital and mobile conduits, and a “cash light” mentality that focuses on the needs and desires of a burgeoning and youthful population. billion people.

Mobile 212

Mobile social media Taxes Technology 212

Fintech Labs Insights

APRIL 10, 2017

Free financial advisory platform WiseBanyan released its first premium package this week, Tax Protection. The new services – WiseHarvesting , Selective Trading , and IRA Conversions – enable investors and savers to manage the way their investments impact their taxes. The Tax Protection also comes at a low cost.

Taxes 16

Taxes Tools Data Strategy 16

PYMNTS

JANUARY 18, 2019

As of Q3 , Zelle reported that the P2P network had processed $32 billion worth of payments and 116 million transactions, a 16 percent quarter-over-quarter increase and more than doubling the transaction volume of the same period in 2017.

Course 159

Course Mobile Taxes Metro 159

Fintech Labs Insights

JANUARY 11, 2017

In what The New York Times is calling The Great AI Awakening and Forbes has dubbed The Year of AI , 2017 is shaping up to be obsessively focused on artificial intelligence, a field that has been around for awhile (remember playing checkers against a computer?) Below are eight areas of fintech into which AI has made inroads.

Fintech 12

Fintech Compliance Examples San Francisco 12

Fintech Labs Insights

SEPTEMBER 1, 2020

Missed this fintech event from NYC-based entrepreneur network Entre in June (2020). The competition pitted six fintech companies against each other to win a bag of in-kind services (design, legal, etc). Synkbooks (aka Tax Labs Inc.). HQ: NYC Launched: Dec 2017 Raised: No announced funding Founder: Urijah Kaplan.

Fintech 15

Fintech Delaware Taxes UX 15

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

DECEMBER 5, 2017

According to a report commissioned by the Australian Tax Office, introducing structured e-invoicing practices between businesses, and businesses and government agencies, could save the Australian economy $10 billion every year. These numbers are backed up by a recent report from global invoicing powerhouse Tungsten Network.

Fintech 65

Fintech Innovation Capital Report 65

Gonzobanker

MAY 31, 2019

But how can community banks successfully compete with big banks and fintechs that are spending billions on their digital lending capabilities? billion to small businesses in 2018, up nearly 36% over 2017 and double that of 2016. In a recent American Banker. While online lenders Kabbage and OnDeck lent $2 billion and $2.5 Taking Stock.

Lending 136

Lending Community Bank Community Data 136

PYMNTS

JULY 13, 2018

The current quarter included a 10-cent per share income tax expense. . Wayfair, which impacted how states may collect taxes on sales made by out-of-state sellers. . However, we have to do manage our other risks, such as compliance and operational risk.” per share, while earnings came in at 98 cents.

South Dakota 101

South Dakota San Francisco Indiana Wisconsin 101

PYMNTS

OCTOBER 10, 2017

The 2017 report , released Monday (Oct. For instance, in mature APAC markets, small- and medium-sized businesses (SMBs) are driving digitization of B2B payments through increased use of digital invoices, virtual cards and cloud-based financial management and accounting solutions.

Payments 124

Payments Regional America Trends 124

PYMNTS

DECEMBER 28, 2018

According to the PYMNTS/Unifund Financial Invisibles Report , 81 percent of participants said their financial situations have either remained stable or improved since last year, and the number of consumers seriously delinquent on debt dropped 11 percent between Q4 2017 and Q2 2018. percent between the end of 2017 and the middle of 2018.

Millennials 145

Millennials Lending System Data 145

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 147

Fintech Strategy Leadership Lending 147

PYMNTS

JUNE 14, 2018

The May 2018 retail sales are the highest they’ve been since November of 2017. Powering the push in spending, according to the Commerce Department reports, are historically low unemployment figures , wages finally starting to show real gains and additional liquid capital among workers due to the tax cuts of late 2017.

Retail 108

Retail Bitcoin Course America 108

PYMNTS

SEPTEMBER 13, 2017

There are several reasons for this, analysts say, but regardless, there is a clear need for tight cash management in the construction sector. “Because of that complexity, taxes are more complex – it’s a snowball effect. The way taxes are done in the construction industry is different than in other industries.”

Management 129

Management Taxes Industry Trends 129

Fintech Labs Insights

JANUARY 8, 2017

House of Fraser currently offers consumers credit and loyalty cards; it said it will detail how it will use its new relationship with Tandem in the first half of 2017. FI/fintech partnerships and investments such as the above notwithstanding, the U.S. Wealth Management and Investing.

Fintech 12

Fintech blockchain Technology Lending 12

PYMNTS

MARCH 18, 2019

In its final report, published in January of 2017, the Fed expressed its support of the collectively developed faster payments framework in the U.S., That seems like music to the ears of FinTechs seeking new rails to connect them directly to and from the bank accounts of consumers and businesses. Sounds like a win for banks, yes?

Payments 201

Payments Cards Operations System 201

Fintech Labs Insights

APRIL 12, 2017

With the videos from FinDEVr 2017 New York now available , be sure to check out all of the great presentations and discussions from the event in our FinDEVr video archives. in June, stop by our FinDEVr 2017 London page to learn more about how we are taking our developer’s conference across the pond for the first time.

Video 13

Video New York Conference Taxes 13

CB Insights

OCTOBER 10, 2018

We define startups disrupting banking broadly to include mobile-first fintech companies that primarily focus on leveraging technology and software to digitize and streamline retail and business credit, checking, and savings accounts. Revolut has been aggressively iterating on its products and blurring fintech business lines.

Retail 78

Retail Cards Millennials Mobile 78

Lex Sokolin

DECEMBER 25, 2019

There’s a lot to say about the overlap of Fintech and blockchain, but let’s find the very edge of the frontier and focus right there. a wealth management service from Set Protocol. See Staking Rewards and the chart below, and Coinbase for an example of a large Fintech providing the service. all Fintech unicorns?—?that

blockchain 52

blockchain Bitcoin Software Lending 52

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. Stripe Connect and billing services help companies manage marketplaces, subscriptions. Stripe Billing optimizes subscription and invoice management.

Online 98

Online Company Retail Payments 98

Fintech Labs Insights

JANUARY 3, 2017

Starting in 2017 former Microsoft executive Jeremy Korst will be the man driving the message at tax compliance innovator and FinDEVr alum , Avalara. Previous to Microsoft, Korst served as vice president and general manager at T-Mobile, and senior product marketing manager at AT&T Wireless/Cingular.

Marketing 15

Marketing Seattle Taxes Pennsylvania 15

Fintech Labs Insights

APRIL 4, 2017

He is also a founding team member of Optima Tax Relief, a 2015 Inc. Harry Langenberg, Managing Partner. He was also co-founder of Optima Tax Relief, a 2015 Inc. Lulic was co-founder of LoanNow, a 2015 Finovate alum. 500 #3 fastest growing company. Langenberg was co-founder of LoanNow, a 2015 Finovate alum.

San Jose 18

San Jose Taxes Comparison Company 18

Fintech Labs Insights

DECEMBER 7, 2016

Fiserv launches Prologue Risk Manager to streamline and simplify compliance. Credit Karma announces free tax returns. Around the web. RAGE Frameworks unveils LiveSpread , an AI solution to aid in processing of financial documents for credit analysis. Scalable Capital launches Android App in the U.K.

Austin 12

Austin Compliance Risk Management Taxes 12

Lex Sokolin

AUGUST 5, 2019

There is a lazy thing to say, and I said it in 2017 about Equifax. They point to Fintechs and Crypto, the innovative parts of our economy, and accuse it of poor practices. To bring us back down to Fintech and cyber security, my main point is that *privacy* and *personal data* could be sacred in one context (e.g.,

Data 40

Data Security System US 40

Lex Sokolin

AUGUST 5, 2019

There is a lazy thing to say, and I said it in 2017 about Equifax. They point to Fintechs and Crypto, the innovative parts of our economy, and accuse it of poor practices. To bring us back down to Fintech and cyber security, my main point is that *privacy* and *personal data* could be sacred in one context (e.g.,

Data 40

Data Security System US 40