PYMNTS

FEBRUARY 8, 2018

The nation is embracing faster payments and FinTech innovation, while the market is being shaped by everything from the payments Modernization initiative of Payments Canada to the legalization of marijuana. Canada’s financial services market is counting itself among the ranks of the transformative ones of the world.

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Leadership CA Survey Innovation 108

Fintech Labs Insights

MAY 3, 2023

These are the largest events in the investment services industry geared towards technologists, program managers, marketers, developers and C-Suite execs at both legacy investment advisories and financial institutions along with upstart investech and fintech firms. We expect the calendar to expand as we progress through the year.

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Conference Las Vegas Technology San Francisco 15

Insights on Business

JANUARY 17, 2019

IBM will be hosting IBM Think 2019 from February 12-15 this year at a new location in San Francisco, CA. And the conference holds an impressive line up of education and activities for financial leaders focused on: Reshaping the customer experience with new business models supporting an integrated ecosystem-based marketplace.

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San Francisco CA social media blockchain 93

Fintech Labs Insights

MAY 3, 2023

These are the largest events in the investment services industry geared towards technologists, program managers, marketers, developers and C-Suite execs at both legacy investment advisories and financial institutions along with upstart investech and fintech firms. We expect the calendar to expand as we progress through the year.

Conference 15

Conference Las Vegas Technology San Francisco 15

Fintech Labs Insights

JANUARY 31, 2023

These are the largest events in the financial services industry geared towards payments and card technologists, program managers, marketers, developers and C-Suite execs at both legacy financial institutions and upstart payments firms and card issuers. We expect the calendar to expand as we progress through the year.

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Las Vegas Conference Industry San Diego 15

Fintech Labs Insights

JANUARY 18, 2023

These are the largest events in the financial services industry geared towards banking technologists, program managers, marketers, developers and C-Suite execs at both legacy financial institutions and upstart banktech and fintech firms. Below is our curated list of the best global banking tech events and conferences in 2023.

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Las Vegas San Diego Nashville Charlotte 12

Fintech Labs Insights

APRIL 25, 2017

The event will be held at the San Jose Convention Center , ( Google Maps ) at 150 West San Carlos Street, San Jose, CA 95113. After the final demo session on Thursday, we’re hosting five panelists who will discuss the demos and their role in the larger fintech scene. Oded Shoshany, CEO of Celeriti FinTech. Presenters.

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San Jose Fintech CA Innovation 16

South State Correspondent

SEPTEMBER 20, 2022

It was agreed that too many lines of business, such as treasury management, commercial lending, and commercial deposits, are not utilizing their marketing departments enough, given the tremendous value of their products. Both ladies detailed the tremendous opportunity, potential fintech partners in this space, and the risks.

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PYMNTS

JANUARY 15, 2018

In an interview with PYMNTS, Jordi Gascon, with EMEA Security at CA Technologies, noted the challenges for banks across the EU, right out of the gate: “PSD2 compliance is a must, and they need to cope with the intrinsic risks of opening their infrastructure to third parties.” How might PSD2 have an impact beyond the European community?

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CA Bitcoin Data Security 112

Fintech Labs Insights

JULY 11, 2023

These are the largest events in the financial services industry geared towards banking technologists, program managers, marketers, developers and C-Suite execs at both legacy financial institutions and upstart banktech and fintech firms.

Las Vegas 12

Las Vegas San Diego Conference Austin 12

Fintech Labs Insights

MAY 2, 2023

These are the largest events in the financial services industry geared towards banking technologists, program managers, marketers, developers and C-Suite execs at both legacy financial institutions and upstart banktech and fintech firms.

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Las Vegas San Francisco San Diego Conference 12

Fintech Labs Insights

SEPTEMBER 16, 2015

Then, Advisor Software debuted its Wealth Management Cloud: “Wealth Management Cloud™ was launched in March of 2015 to address an unmet need in the Financial Services industry: a platform to facilitate the rapid prototyping and development of multi-platform, multi-user, mobile-ready wealth management applications.

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Software Management CA UX 12

Fintech Labs Insights

SEPTEMBER 16, 2015

“With Adobe Experience Manager forms, financial institutions can transform complex form and document transactions into simple, engaging digital experiences, anywhere, anytime, on any device, improving user experiences, increasing operational efficiencies, and reducing paper and manual processes. HQ: San Jose, CA. Founded: 1982.

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San Jose CA Management User Experience 12

PYMNTS

MAY 25, 2016

One firm’s risk is another firm’s big opportunity, particularly when it comes to data security — a reality well-illustrated by the team at BigID , who has emerged from stealth this week to offer up its SaaS solution for privacy management. He sold his previous business, Layer 7 Technologies, to CA Technologies.

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Data Big Data Security CA 101

Fintech Labs Insights

JUNE 10, 2016

The new research report on digital wealth management from Financial Technology Partners is a timely reminder of just how deep the firm’s dedication to and insight into the fintech world goes. So who are the disruptors in the digital wealth management space of whom both FT Partners and Ritholtz speak? Founded in 2008.

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San Francisco Management Report California 12

Fintech Labs Insights

FEBRUARY 17, 2021

Description: Asset management tools. HQ: San Jose, CA. Fintech Startup Debuts: Brave Credit & AWSM Bank Pitch @ 500Startups Demo Day (4 Feb 2021). The 134 Fintech Unicorns of the 21st Century (Jan 2021 update). ExSeed (9 mins). Description: Improves fertility outcomes for men. Founded: 2017. Funding: $1.4M.

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San Jose CA Fintech Tools 15

PYMNTS

MAY 25, 2016

One firm’s risk is another firm’s big opportunity – particularly when it comes to data security – a reality well illustrated by the team at BigID – who have emerged from stealth this week to offer up their SaaS solution for privacy management. And now they have their first round of seed funds – $2.1

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Data Big Data Security CA 100

CFPB Monitor

JULY 21, 2022

CA), inserting into the NDAA a version of the “Establishing New Authorities for Business Laundering and Enabling Risks to Security Act,” otherwise more commonly known as the ENABLERS Act.

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United States Taxes Regulation Compliance 78

Fintech Labs Insights

JUNE 10, 2016

The new research report on digital wealth management from Financial Technology Partners is a timely reminder of just how deep the firm’s dedication to and insight into the fintech world goes. So who are the disruptors in the digital wealth management space of whom both FT Partners and Ritholtz speak? Founded in 2008.

San Francisco 12

San Francisco Management Report California 12

Fintech Labs Insights

FEBRUARY 17, 2021

Description: Asset management tools. HQ: San Jose, CA. Related: The 140 Fintech Unicorns of the 21st Century (Feb 2021 changes). Startup of the Week: Zeta Focuses on Financial Management for Couples. ExSeed (9 mins). Description: Improves fertility outcomes for men. Founded: 2017. Funding: $1.4M. HQ: London/Copenhagen.

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San Jose CA Tools Digital Banking 15

Fintech Labs Insights

JULY 1, 2016

BaseVenture helps fund managers and administrators digitize and manage funds holistically. is a SaaS platform designed to give fund managers a central place to manage investors, execute trades, and raise capital. . Company facts: Headquartered San Rafael, CA. Founded in 2015. 25 customers. 15 employees.

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Management Compliance Industry CA 15

Fintech Labs Insights

SEPTEMBER 17, 2015

With this platform, Sliced Investing gives financial advisors access to both blue chip funds and emerging managers, all while providing portfolio analytical tools to help them efficiently invest capital.” HQ: San Francisco, CA. ” Presenting Akhil Lodha (CTO & Co-Founder)and Mike Furlong (CEO & Co-Founder).

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San Francisco CA Capital Analytics 12

Fintech Labs Insights

MAY 12, 2015

Next, Encap Security demonstrated how it can enable financial institutions to take advantage of new authentication methods: “Encap is demonstrating how their platform can enable institutions to offer choices to their customers, without sacrificing on security, or creating a management headache. HQ: Palo Alto, CA & Oslo, Norway.

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Security CA America Mobile 12

Fintech Labs Insights

MAY 13, 2015

Then, Credit Sesame launched its Siri integration and co-branded offering: “Credit Sesame makes it easier than ever for consumers to access, monitor, and manage their credit and loans, and protect their identity. Metrics: Money Raised: $44M, Registered Users: 5.5M, Loans Under Management: $128B, Employees: 50+.

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Branding CA Mobile Strategy 12

Fintech Labs Insights

OCTOBER 6, 2015

Headquartered in San Diego, CA, Mitek (NASDAQ: MITK) is the leading innovator of mobile capture and identity solutions to improve customer acquisition. “ Amazing Mobile Capture Experiences, Made Easy by Mitek: Today’s consumers expect excellence in their mobile user experience and fintech is no exception. millions of users.

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San Diego Mobile User Experience CA 12

Fintech Labs Insights

MAY 12, 2015

Next, Dealstruck launched a portal that helps borrowers manage their line of credit: “Dealstruck is debuting its new Line of Credit Borrower Portal, which allows its borrowers to seamlessly manage their revolving with Dealstruck. HQ: Carlsbad, CA. This post is part of our live coverage of FinovateSpring 2015.

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CA Strategy Management Payments 12

Fintech Labs Insights

MAY 13, 2015

It comprises two elements: a beautifully simple, customized online experience for investors; and a powerful, back-end console that automates portfolio management, securities trading, rebalancing, compliance reporting, and client billing. HQ: San Francisco, CA. ” Presenting Brad Matthews (CEO & Founder). Founded: October 2012.

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San Francisco CA Compliance Strategy 12

Fintech Labs Insights

SEPTEMBER 16, 2015

Authy OneTouch streamlines 2FA for consumers by making it a simple “yes” or “no” approval of a push notification initiated request on an authorized mobile or wearable device — there are no one-time password codes for users to enter or manage. HQ: San Francisco, CA. Founded: 2012. Website: Authy.com.

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San Francisco CA Strategy Mobile 12

Fintech Labs Insights

SEPTEMBER 16, 2015

” Presenting Aaron Kline (VP, Innovation & New Ventures) and Tim Manglona (Product Manager, Innovation & New Ventures). HQ: San Diego, CA. Powered by the ID Network®, our solution automatically and accurately confirms valid identities in real time with the input on only a few pieces of information.” Founded: 2002.

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Analytics San Diego Data CA 12

Fintech Labs Insights

MAY 13, 2015

Business Development Manager) and Dimitri Snowden (Solutions Architect). HQ: Irvine, CA. This is the only platform in the market that incorporates all of the critical components needed to make real-time, intelligent and risk balanced decisions using a mobile device.” ” Presenting Diane Morgan (Sr. in revenue, $46.3M

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Mobile CA User Experience Strategy 12

Independent Banker

JUNE 30, 2022

But as they always do, they came through for individuals and businesses in their communities with a combination of personalized service and prudent risk management practices. So, when the community bank’s leadership learned of a fintech that needed a bank partner to launch a credit-building tech product, they were intrigued.

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Community Bank Community National Philadelphia 172

Fintech Labs Insights

APRIL 15, 2021

Early on, fintech startups were a small part of its class, although Stripe (S09) and Coinbase (S12) were notable (and extremely profitable) exceptions. When I looked at YCvalums in mid-2014 , there had been just 40 fintech grads in its first 10 years. Oakland, CA. San Francisco, CA. San Francisco, CA. Bay Area, CA.

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San Francisco CA Fintech Company 15

PYMNTS

NOVEMBER 20, 2019

It’s why many FinTech innovators have flocked to the space, with statistics like the Asian Development Bank’s estimate of a $1.5 For small and medium-sized businesses (SMBs), FinTech solutions have made accessing trade finance as simple as a few clicks on an online portal. The world of trade finance has no shortage of friction points.

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Fintech CA Management Operations 100

Fintech Labs Insights

MARCH 29, 2021

The Fintech Innovation Lab , which launched in NYC in 2011, just held its demo day for the 20 startups in 9th London cohort. Description: Debt management platform. Description: Tools to query and manage data in real-time. HQ: San Francisco, CA. Description: Wealth manager productivity. HQ: Palo Alto, CA.

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Fintech Innovation CA San Francisco 15

Independent Banker

APRIL 30, 2022

Underlying BankVista’s success has been a management philosophy focused on open debate about how to improve, Freeman adds. A: We have been fortunate to develop deep partnerships with some great fintechs. Douglas National Bank. Sherburne State Bank. Home Bank of California. First Security Bank of Deer Lodge. Deer Lodge. Rapid City.

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Community Bank Community Montana Taxes 172

Fintech Labs Insights

JULY 19, 2016

He went on to explain how the company seeks to help consumers manage their identities by having more control over the use of their Social Security number. Headquartered in Palo Alto, CA. Civic debuted at FinovateSpring 2016 to help solve the person-not-present (PNP) problem (yes, CEO Vinny Lingham coined that phrase).

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Fraud Security CA Cards 12

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. Our Actionable Intelligence Management solutions help banks and mortgage companies streamline and automate manual processes, seize new business opportunities and manage compliance, all while transforming the customer experience.

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Security Samsung Strategy San Jose 40