CB Insights

FEBRUARY 15, 2018

The wealth management industry is under siege by a new crop of “robo-retirement” fintech startups disrupting retirement savings. At stake is roughly $27.25T held in US retirement assets as of September 2017 (including IRAs, 401(k)s, pensions, etc). Sudden volatility has shaken the markets and the state of wealth management.

Management 50

Management Fintech Guidelines Strategy 50

PYMNTS

MARCH 16, 2018

But APIs can offer a different strategic advantage, especially to B2B FinTechs, according to A.J. Because APIs facilitate integration between two services, the technology allows FinTechs to innovate in their niche markets, rather than attempting to be a jack of all trades. “I

Risk Management 134

Risk Management Survey Management Fintech 134

CB Insights

DECEMBER 15, 2020

As with numerous other industries, the Covid-19 crisis has propelled digitization in the space — with fintechs and financial services incumbents alike. Between 2017 and 2060, it’s expected that approximately $50T will change hands in what will be the largest aggregated transfer of wealth in history. Source: Deloitte.

Management 87

Management Fintech Industry Trends 87

Insights on Business

JUNE 14, 2018

From simple deposits and loans to more advanced risk modeling and channel management, banks have acted at one time or another as trusted intermediaries, service providers, asset managers, and market makers. The Banker Technology Projects of the Year Awards 2017.” August 1, 2017. Footnotes: Macknight, Joy. The Banker.

Customer Experience 115

Customer Experience cryptocurrency Technology blockchain 115

CB Insights

MARCH 8, 2018

Banks in Fintech: what’s ahead in 2018. Join us for data-driven look at how major banks are approaching fintech investments and taking on insurgents. We define challenger banks as fintech companies leveraging technology and software to digitize and streamline retail banking. First Name. customers since 2014.

Retail 78

Retail Digital Banking Fintech Regulation 78

Fintech Labs Insights

APRIL 11, 2017

Guest post by Theodora Lau, Director of Enterprise Strategy and Innovation at AARP, a sponsor of FinovateSpring 2017. Update: Check out a copy of AARP’s April 2017 Financial Innovation Frontiers report online. billion in revenue in 2017 for the traditional banking industry. Welcome to the New Frontier of Fintech!

Fintech 18

Fintech Innovation CA User Experience 18

PYMNTS

MARCH 1, 2017

The majority, at 72 percent, came from FinTech. Within FinTech, banking held sway. Current clients of OrderGroove, who use the startup’s consumer SaaS and APIs to develop subscription and other user experiences, include brands such as Walmart, GNC, Toys ‘R’ Us and Nestle.

Branding 100

Branding Retail Software User Experience 100

Lex Sokolin

SEPTEMBER 3, 2020

You would not be able to design this user experience, nor this attention platform without a technology footprint that began with cloud computing and the Internet. the narrow ambition of banking-as-a-service), and more the data, media, and e-commerce experience of Amazon and Facebook with financial product monetization.

blockchain 52

blockchain Software Capital Technology 52

Fintech Labs Insights

FEBRUARY 21, 2017

I have over twenty years’ experience with leading suppliers and consumers of advanced application operations technology. Implementing Riverbed solutions for the best application performance management and monitoring to gain real-time visibility into the end-user experience, infrastructure and applications.

New York 15

New York User Experience Resources Technology 15

Fintech Labs Insights

APRIL 4, 2017

Guest post by Theodora Lau, Director of enterprise strategy and innovation at AARP, a sponsor of FinovateSpring 2017. billion in revenue in 2017 for the traditional banking industry. They are avid users of digital tools, services, and products, and they are increasingly finding that their needs are not met by the bank offerings alone.

Innovation 15

Innovation CA User Experience Meeting 15

Fintech Labs Insights

JANUARY 26, 2017

A look at the companies demoing live at FinovateEurope on the 7 and 8 of February 2017 in London. Omni-channel solutions with superior user experience. Rahul Khanna, Manager, Marketing. Khanna heads product marketing for Appzillion. Pick up your tickets today and save your spot.

Technology 12

Technology social media User Experience Digital Banking 12

Fintech Labs Insights

MARCH 13, 2017

” Codó continued, “We focus on three main market needs: user experience, fraud prevention and how to connect digital identity to physical identity.” Above: Xavier Codó (CEO) and Mariona Campmany (CMO) debut ICAR’s ID_Mobile at FinovateEurope 2017 in London. ” Company facts. 30 employees.

User Experience 18

User Experience Fraud Maine Mobile 18

Insights on Business

APRIL 6, 2017

While looking at the predictions for the FinTech area for 2017, I started noticing that APIs were showing up again and again. As Jim Marous notes in his article, Top 10 Retail Banking Trends and Predictions for 2017 , “APIs were not even listed as a 2016 trend, but was #4 in 2017.”.

Las Vegas 194

Las Vegas Fintech User Experience Trends 194

Fintech Labs Insights

MAY 5, 2017

Pictured (left to right): Stefan Weiss (Head of APIs and Open Platforms at Fidor) and Marten Nelson (VP, Marketing, Token) demonstrating Token’s technology at FinovateEurope 2017. “It eliminates security mass breaches, reduces fraud and, perhaps best of all, it paves the way for revenue,” Nelson added.

San Francisco 23

San Francisco Security User Experience California 23

Fintech Labs Insights

FEBRUARY 21, 2017

They have created an incredible user experience and all of the analytic decisioning behind the scenes is powered by Modelshop. Blinker.com is an early stage company based in Denver that connects private party auto buyers and sellers and facilitates the purchase transaction, including financing.

San Diego 15

San Diego New York Analytics Denver 15

William Mills

SEPTEMBER 12, 2017

William Mills Agency will be live blogging at FinovateFall 2017. VERY Cool mobile, user experience. They’re showing a web platform related to their capitol markets solution. YUKKA Lab AG detects market sentiments and transforms them into innovative tools for the finance and communications industry.

Samsung 69

Samsung Mobile User Experience Google 69

PYMNTS

JUNE 27, 2019

This offering is the latest set of APIs made available to issuers and FinTech firms via the Visa Next “digital-first” platform offering. The goal is to create a consistent and ubiquitous user experience across the channels they shop by leveraging the credit and debit relationships already in place with their banks.

Lending 188

Lending User Experience Cards Fintech 188

PYMNTS

JUNE 12, 2019

Consumer tax solutions provider H&R Block is ramping up its position in the small business financial services market with the takeover of Wave. In a deal announced Tuesday (June 11), H&R Block has acquired Wave Financial, a small business FinTech firm offering accounting, payroll, invoicing, payments and bookkeeping services.

Taxes 161

Taxes User Experience National Strategy 161

Bussman Advisory

AUGUST 21, 2017

More and more Fintech players also claim to use some form of Machine Learning, seen as a quality stamp helping to sell their applications into the financial industry. Moreover, there is a noticeable push of vendors that traditionally dealt with banks’ IT departments towards marketing their tools directly into the front office.

Training 53

Training San Francisco Tools Data 53

CB Insights

AUGUST 24, 2017

Marc Andreessen, co-founder of Andreessen Horowitz (the most active smart money investor in construction tech ), recently highlighted the lack of productivity growth in the construction industry, among other industries, at Recode’s 2017 Code Conference in Rancho Palos Verdes, California. ” — Scranton. ” — Beatty.

Industry 35

Industry Technology California US 35

William Mills

MAY 9, 2018

There are a number of great events in FinTech but this one I do my best to attend each year. Founded: August 2017. Product distribution strategy: Through financial institutions, through other fintech companies and platforms. Founded: January 2017. This is either my 21st or 22nd Finovate; I’m not sure. 919-740-7182.

Security 40

Security Samsung Strategy San Jose 40

Fintech Labs Insights

MAY 25, 2017

Pictured (left to right): banqUP’s Lukasz Chmielewski (CTO), Dimitri Leemans (Partner, Hedera Consulting), and Krzysztof Pulkiewicz (CEO) demonstrating the banqUP small business banking platform at FinovateEurope 2017. Launched as a PSD2-ready smart bank in Q1 2017. Here are the responses from CEO Krzysztof Pulkiewicz.

Digital Banking 20

Digital Banking Fintech Groups Analytics 20

CB Insights

OCTOBER 31, 2019

But while many chatbots didn’t meet users’ high expectations, they haven’t entirely fallen short. Today, the bots are still being used across industries like fintech, healthcare, sales and CRM, retail, and even law — and they’re having important, though quiet, effects. Fintech: Contract review & bill negotiation.

Industry 78

Industry Examples Tools Retail 78

FICO

MARCH 6, 2020

A partnership aimed at helping banks, payment providers and fintechs meet the ever stronger regulatory demands while reducing effort and expense. . At FICO, I am responsible for planning and implementing growth strategies to develop new markets, and the expansion of our compliance business globally. What do you do? billion in 2019.

Compliance 81

Compliance Technology Fraud Analytics 81

Fintech Labs Insights

APRIL 4, 2017

Improved First Call Resolution (FCR) rates and user experience. Omni-channel customer experience. Assaf Frenkel, VP of Product & Marketing. Digital transformation drives customers to use digital web and mobile when they call. Why it’s great. One platform, multiple ways to engage: bot, web, call. Presenters.

San Jose 17

San Jose User Experience Customer Experience Mobile 17

CB Insights

OCTOBER 10, 2017

It’s even harder when your target market would rather never think about what you’re trying to sell them — retirement, for example. Below, we’ll show you: How to use pre-launch marketing to build trust and hype. Use pre-launch marketing to build both trust and hype. WHY ARE THEy SUCCESSFUL?

Tools 78

Tools Millennials US Maine 78

CB Insights

MAY 15, 2019

As fintech plays a larger role in the financial ecosystem, companies are looking for ways to use tech to solve problems and find new opportunities in the space. Visa — One Market Center. Deutsche Bank has innovation labs in Silicon Valley, London, Berlin, and most recently, New York (opened in 2017). Get the entire 43-page PDF.

Innovation 78

Innovation blockchain Technology Groups 78

Gonzobanker

DECEMBER 19, 2016

So it’s time to light a fire, grab a big tumbler of Scotch and rest up for a busy 2017 as you experience one of the holiday’s greatest traditions: the annual GonzoBanker Awards. Or the need to take market share in a slowest growth region? A wonderful franchise and team picked up by Guaranty in-market at a decent price.

Utah 60

Utah System Community Marketing 60

Gonzobanker

DECEMBER 19, 2016

So it’s time to light a fire, grab a big tumbler of Scotch and rest up for a busy 2017 as you experience one of the holiday’s greatest traditions: the annual GonzoBanker Awards. Or the need to take market share in a slowest growth region? A wonderful franchise and team picked up by Guaranty in-market at a decent price.

Utah 60

Utah System Community Marketing 60

PYMNTS

JANUARY 19, 2017

Based on the findings, the bank could use this data to market recreational vehicle loans to households with more than one auto loan. “It Looking at what’s ahead in 2017, Anderson said he’s very excited by several developments in the digital banking space. More tools for community FIs. About The Tracker.

Data 100

Data Community Bank Community Digital Banking 100

Fintech Labs Insights

APRIL 13, 2017

The technology, Configo Live Mobile Experience Platform , enables banking marketing professionals and product specialists to design customer experiences that are, in the words of Configo co-founder and CEO Yosi Dahan, “personalized and contextual.” Here are his responses. Finovate: Who are your primary customers?

Customer Experience 22

Customer Experience Mobile Management Marketing 22

PYMNTS

DECEMBER 5, 2016

The driver of this shift is the mobile device and the competition is the mobile app with the best user experience regardless of whose name is on the app and the depth and breadth of products they offer. Today, and to the billions of consumers around the world, their bank is in their hand.

Retail 100

Retail Payments Mobile Innovation 100

PYMNTS

DECEMBER 5, 2016

The driver of this shift is the mobile device, and the competition is the mobile app with the best user experience, regardless of whose name is on the app and the depth and breadth of products they offer. Today, to the billions of consumers around the world, their bank is in their hand.

Retail 100

Retail Payments Mobile Innovation 100

CB Insights

OCTOBER 31, 2017

2017 Third Update (10/31/17). 2017 Second Update (6/9/17). 2017 First Update (2/10/17). 2017 Third Update (10/31/17). Six months prior to Wikimart’s July 2017 demise, co-founder Maxim Faldin wrote the following note on the company’s Facebook page. 2016 Third Update (11/8/16). The clock kept ticking.

Company 78

Company US San Francisco Capital 78