CB Insights

JULY 25, 2019

Fintech is often associated with digital tools targeted at tech-savvy millennials. Download the free report to find out how fintech is shaping the future of wealth management and investing. Money management tools are helping people stay independent. Estate planning gets a digital makeover. Source: Deloitte.

Millennials 73

Millennials Fintech Tools Fraud 73

Banking 2020

FEBRUARY 17, 2015

For everyone from lazy millennials in the suburbs to disadvantaged denizens in under-developed regions, this is a game-changer. It’s not in dispute that many aspects of life that previously took time now can be managed in seconds with a few clicks on the smartphone or tablet, yet it’s still a drag opening a bank account.

Mobile 40

Mobile Online Millennials Course 40

Gonzobanker

DECEMBER 20, 2019

billion of assets under management. Hats off the Schools Financial’s board and management for acknowledging that even multi-billion dollar credit unions can drive value via merging with someone bigger. Bank Acquisition of the Year. And this year’s Smarter Bank is … drum roll … USAA. ConnectOne Bancorp, Inc.

Idaho 148

Idaho Conference Data Marketing 148