Jeff For Banks

JANUARY 11, 2014

According to a 2012 Boston College Center for Retirement Research study , 63% of American males (why only males I do not know) participated exclusively in defined contribution (DC) retirement plans in 2007, up from 47% in 1992. We are increasingly bearing the burden of managing our money. Probably not. I think so.

Boston 86

Boston DC Community Community Bank 86

PYMNTS

JULY 4, 2016

Want to take your family of four to see the Boston Red Sox? “I think pretty much anyone can take their kids to a game here, and that is always our goal,” said Bill Wanless, the team’s vice president for public and community relations. Baseball games, since they proliferate everywhere during the summer months in the U.S.,

Retail 101

Retail National Boston ATM 101

PYMNTS

JUNE 30, 2016

Walmart wants to add $250 billion worth of Made in the USA products to its stores by 2023, an ambitious plan the retail giant says will add 1 million new American-based manufacturing and support jobs as well. Harold Sirkin, senior partner and managing director at the Boston Consulting Group, who presented a forum on U.S.

US 113

US Boston Arkansas Retail 113

Independent Banker

DECEMBER 13, 2015

Certain mobile functions and features are essential to the success of a community bank’s mobile banking offerings. Newfangled mobile capabilities could help community banks stand apart from their competitors. Share of community banks and credit unions offering the following mobile banking features and functions: 84%.

Community Bank 70

Community Bank Boston Community Iowa 70

Independent Banker

NOVEMBER 24, 2015

Certain mobile functions and features are essential to the success of a community bank’s mobile banking offerings. Newfangled mobile capabilities could help community banks stand apart from their competitors. Share of community banks and credit unions offering the following mobile banking features and functions: 84%.

Community Bank 70

Community Bank Boston Community Iowa 70

ABA Community Banking

FEBRUARY 21, 2018

JPMorgan Chase to expand in Boston, Philadelphia, Washington, D.C. Management Financial Trends Retail Banking Channels.

Philadelphia 40

Philadelphia Boston Washington Trends 40

Independent Banker

MARCH 15, 2015

Customer contact centers are reshaping retail service for the technology age. Increasingly, more digitally connected consumers are saying yes to that question with their community bank. For many community banks, telephone calls still generate the highest volumes of customer service interactions. Bob Meara, retail banking expert.

Community Bank 70

Community Bank Community Operations Retail 70

CFPB Monitor

AUGUST 22, 2016

The CFPB has announced the appointment of new members to its Consumer Advisory Board, Community Bank Advisory Council, Credit Union Advisory Council, and Academic Research Council. Lynn Drysdale, Managing Attorney, Consumer Law Unit, Jacksonville Area Legal Aid, Inc., Retail Bank, Citibank, New York, NY. Jacksonville, FL.

San Antonio 60

San Antonio Kansas City Groups CA 60

PYMNTS

NOVEMBER 11, 2019

And while the last week had no shortage of players pushing ahead with big moves, there were three that managed to put up some pretty staggering early-season numbers. The fee-free card is Goldman Sachs’ latest inroad into the retail consumer business after establishing its online Marcus brand in 2016, which makes unsecured personal loans.

Apple 101

Apple Massachusetts Data Cards 101

PYMNTS

AUGUST 7, 2020

The COVID-19 pandemic is taking a tremendous toll on communities across America,” Brainard said. Brainard added that instant payments must reach a broad swath of Americans, including gig economy workers, people who are “tightly managing cash flows” and underbanked populations. In a Thursday (Aug. A Liquidity Boost? .

America 189

America Kansas City Payments Kansas 189

Independent Banker

OCTOBER 29, 2014

Big-brand megabanks, the Visa and MasterCard networks, and big-box merchants had signed up to become partners with Apple’s universal retail smartphone app that uses Near Field Communication and tokenization technologies. So where do ballyhooed mobile banking and payments developments among the biggest players leave community banks?

Mobile 105

Mobile Community Bank Community Technology 105

PYMNTS

NOVEMBER 29, 2019

In a feature story, Rich Wessels, treasurer for transportation management and logistics firm Transplace , explains the “chicken-and-egg” dilemma that logistics companies encounter when considering the potential benefits of AP automation. How Spend Tools Feed Food Banks’ Need For Accountability (Bento for Business Spend Management Playbook).

Google 129

Google Mobile Data Capital 129

PYMNTS

JANUARY 30, 2019

Rouse’s communications director, Robert Rubenkonig, said in a 2004 Shopping Centers Today story that the developer sought to create “community picnics” with the concept. Discussing the move, dell’anima Co-Founder and Managing Partner August Cardona told WSJ , “The economics make a lot of sense.

New York City 115

New York City Los Angeles New York New Jersey 115

Gonzobanker

DECEMBER 17, 2021

Congrats to Randy and a great management team. Simultaneously the bank invested in Paladin Fraud, Trabian Technology, and Chartwell Compliance to provide compliance and risk management solutions in the complex and connected web of fintech partnerships. Goes to Eric Sprink, Coastal Community Bank , Everett, Wash. Has it worked?

Fintech 147

Fintech Strategy Leadership Lending 147

Independent Banker

JULY 31, 2022

Fallout from recent global events presents an obstacle to generating revenue for community banks. Since COVID-19, profitability planning for community banks has mainly hinged on how the government was coping with the pandemic and the key role financial institutions played in keeping the economy afloat. By Elizabeth Judd.

Strategy 135

Strategy Community Bank Louisville Community 135

PYMNTS

APRIL 20, 2017

And while we think it is unlikely the team over at Facebook Messenger actually got their hands on said manual, it certainly seems that when it comes to chatbots, they’ve managed to absorb its most well-known lesson. It also keeps track of flight statuses in near real time and allows customers to book tickets and manage group bookings.

Groups 104

Groups San Francisco New York City Cards 104

William Mills

MAY 11, 2016

CreditHQ helps businesses manage cashflow. Managing cash flow – targeted at small business in partnership with banks. ^KT. Here’s another solution for document management and origination. ^SR. Portfolio outlooks, recommendation.Provide retail and advisory users the insight they need with Polly Portfolio.

Video 40

Video Mobile social media Analytics 40

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

Abrigo

MAY 8, 2024

WATCH Takeaway 1 Understanding generative AI and how peers are using AI and genAI helps financial institution leaders and management vet the technology and related risks. Knowing how AI and genAI are being used by peers and fraudsters will help financial institution leaders and management vet potential solutions and watch for risks.

Examples 221

Examples Fraud Resources Risk Management 221

CB Insights

APRIL 24, 2018

Research BRIEFING: Surviving the Retail Apocalypse. How are brick-and-mortar retailers surviving and adapting in the world of digital commerce? The retail apocalypse has claimed many victims , with almost 7,000 stores closing in the US in 2017. And that’s just since February. However, this isn’t the whole story.

Retail 59

Retail Trends Technology Branding 59

PYMNTS

DECEMBER 31, 2020

Haley Fortier , operator of Boston wine bar haley.henry , told PYMNTS that much of the year was based on taking things the company already knew it could do well, and then finding ways to make them work via digital channels. Aid has notably come in from all corners, particularly the card networks.

Maine 169

Maine Philadelphia Community Boston 169

PYMNTS

APRIL 18, 2016

And Messenger and Marcus’ big bet is that its chatbots will provide a mechanism for brands to strike up those conversations with their community faster, cheaper and as well – if not better – than a live person can do now. All inside the Messenger platform. Amazon, all by itself, is the No.

Google 100

Google Mobile Branding Apple 100

Celent Banking

MAY 31, 2016

While my colleagues were spread out across the US covering conferences in Boston, New Orleans, and other locations, I spent four days in beautiful Barcelona covering the Temenos TCF 2016 Conference , followed by another three days in sunny Orlando covering the FIS Connect 2016 Conference.

Conference 100

Conference Community Bank Boston Technology 100

PYMNTS

FEBRUARY 13, 2017

have a retail crisis — or a small business crisis? Which is why “fixing” retail must include giving SMB merchants the tools they need to compete in the very dynamic environment that now defines Retail U.S.A. So, what does this all have to do with retail? Here’s a question: Does the U.S. Here’s an answer. We have both.

Retail 134

Retail Innovation Maine Community 134

Celent Banking

JANUARY 23, 2017

Fraud Management and Cybersecurity – for the most creative and effective approach to fraud management or cybersecurity. Risk Management – for the most impressive initiative to improve enterprise risk management. Financial Inclusion – for efforts to bring financial services to unbanked and under-banker communities.

Risk Management 100

Risk Management Innovation Case Study Boston 100

Fintech Labs Insights

MARCH 28, 2016

Point-of-sale financing for retailers. HQ: Boston, Massachusetts. Credit management tools. Real estate investing management platform for consumers. Latest round: $25 million Debt. Total raised: Unknown. HQ: Toronto, Ontario, Canada. Source: Crunchbase. Maxwell Health. Payroll & beneifts platform. Total raised: $56.4

Company 12

Company Fintech San Francisco New York City 12

PYMNTS

DECEMBER 7, 2016

Petryk, who said he was bullied ruthlessly as a kid from the third grade to high school, views his chain of Boston-based ice cream stores as safe havens that he wants to share with his community. “I The first store opened in Boston’s Jamaica Plain neighborhood (hence the initials J.P.), I was always a weirdo,” said Petryk. “I

Maine 100

Maine Massachusetts Boston Meeting 100

CB Insights

JUNE 14, 2018

These companies are advancing a variety of construction methods to build ambitious development projects that reimagine everything from the wood used in homes to the ways we think about private vs. communal space. Blokable was founded by Aaron Holm, who formerly spearheaded physical retail efforts at Amazon. Table of contents.

Seattle 56

Seattle Capital Industry New York 56

CB Insights

MARCH 26, 2019

Managing money that doesn’t go as far — when it’s not tied up in debt payments — hugely affects how millennials budget and spend. GET THE 54-PAGE RETAIL TRENDS REPORT. Not all in-store retailers have fallen out of favor with millennials the way department stores have. By 2016, that number had fallen to $155.5B.

Millennials 78

Millennials Industry Trends Branding 78

CB Insights

NOVEMBER 9, 2017

. “The general consensus of the employee base is that there was mismanagement of finances,” said one former company executive… The day after the shutdown announcement, one Mode manager of an overseas office described receiving frantic emails from headquarters requesting immediate transfer of all funds and assets back to the US.

Capital 78

Capital Company San Francisco Operations 78

CB Insights

JULY 19, 2017

Retail/Consumer Goods. From their humble, skunkworks-style origins in Palo Alto to their current offices in Sunnyvale, Cupertino, Seattle, and Boston, they’ve scaled up to attack new projects but keep the same focus on experimentation and innovation that helped them build the first Kindle. Retail/Consumer Goods. Technology.

Innovation 74

Innovation San Francisco Georgia Technology 74

CB Insights

OCTOBER 31, 2017

Twenty months of my absence have allowed the “professional” top managers to kill the company using the money of rich oligarchs. Fresco’s head of community marketing, Johnathan Hamiter, began sending employees private Slack messages saying funding seemed “pretty bleak” and encouraging them to look for other jobs.

Company 78

Company US San Francisco Capital 78