CB Insights

APRIL 17, 2018

We used CB Insights data gathered via our machine learning technology (dubbed The Cruncher ) and from thousands of submissions we received from VC partners and firms via The Editor. Operating Location: San Francisco, CA. Operating Location: San Francisco, CA. Operating Location: Menlo Park, CA. STEVE ANDERSON.

San Francisco 71

San Francisco CA Capital Operations 71

Fintech Labs Insights

JUNE 27, 2024

Several promising conferences have emerged in recent years, and we expect this list to grow throughout the decade. Some events pay referral or listing fees, which could impact positioning.

Conference 15

Conference Fintech San Diego DC 15

Fintech Labs Insights

AUGUST 23, 2024

The 39 Largest Corporate Client/User Events in Financial Services Technology Top 25 Online Digital Accounting Services for Small Business (SMB): Aug 2024 Related Stories How Have the Finovate Best of Show Winners Fared? Some events pay referral or listing fees, which could impact positioning.

Conference 15

Conference Las Vegas San Diego San Antonio 15

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. The top part of this range seems to be around 10.5%. Bank Marketing Lesson 7: Multicultural Marketing.

Conference 195

Conference Marketing social media Data 195

American Banker

JULY 25, 2016

Problem technology credits drove down quarterly profits at Opus Bank in Irvine, Calif., which said it will pull back on tech lending even though that had become one of its most important niches.

Lending 28

Lending Technology CA Community Bank 28

American Banker

OCTOBER 17, 2016

million in chargeoffs tied to eight loans in its technology, commercial and specialty lending divisions. Opus Bank in Irvine, Calif., said Monday that it expects to report a third-quarter loss of 5 cents a share, reflecting $38.8

Lending 28

Lending Technology Report CA 28

Fintech Labs Insights

AUGUST 17, 2015

WePay , payment technology provider for online platforms and marketplaces. Headquarters: Redwood City, CA. Prosper , online P2P lending platform. Headquarters: San Francisco, CA. Last year only two, Lending Club (ranked 248) and OnDeck (ranked 726), made the top 1,000. Founded: 2008. 3-year revenue growth: 43x.

San Francisco 12

San Francisco CA Atlanta Big Data 12

Fintech Labs Insights

JANUARY 8, 2016

CUneXus , developer of sales and marketing technologies for lenders, raised $1 million in new equity funding from an unnamed strategic partner. At FinovateSpring 2014, CUneXus debuted cplXpress , a suite of lending automation tools that offer perpetual, pre-approved loan offers across multiple products.

San Jose 12

San Jose CA Case Study Lending 12

Independent Banker

JUNE 30, 2022

Here, we highlight some of last year’s most successful loan producers in the areas of agriculture, commercial and consumer/mortgage lending. The score combines the average of the bank’s percentile rank for lending concentration and for loan growth over the past year in each lending category. By Ed Avis. Methodology. AGRICULTURE.

Community Bank 172

Community Bank Community National Philadelphia 172

Independent Banker

APRIL 30, 2022

Whether it’s products and services, technology strategies or employee benefits, independent community banks decide on their own terms what’s best for their business and their customers. Dempster says his bank does have the technology to handle mortgage transactions virtually, and some customers prefer that. A: Technology.

Community Bank 172

Community Bank Community Montana Taxes 172

Fintech Labs Insights

MAY 23, 2017

Headquartered in San Jose, CA. We’ve developed a regulatory compliant social media analytics technology for lenders, insurance companies, and other risk-centric businesses. So the next couple years, I see us with double-digit in-roads into the four major lending verticals and having cracked the insurance markets. Company facts.

Analytics 18

Analytics social media San Jose US 18

Fintech Labs Insights

APRIL 15, 2021

Oakland, CA. San Francisco, CA. San Francisco, CA. San Francisco, CA. San Francisco, CA, USA. San Francisco, CA, USA. Gerald Technologies. San Francisco, CA. Embedded lending infrastructure for software companies. San Francisco, CA, USA. Bay Area, CA. Lending #Cards.

San Francisco 15

San Francisco CA Fintech Company 15

American Banker

JANUARY 2, 2017

Even in a digital era, human connections still matter. That is one big disadvantage for fintech startups and increasingly for banks as customers stop making regular branch visits. So it is instructive to hear SoFi's thinking on how to overcome this challenge.

Data 57

Data Fintech How To CA 57

American Banker

NOVEMBER 14, 2016

Aaron Vermut has resigned as chief executive of Prosper Marketplace, according to a report in The Wall Street Journal. Vermut stepped down last week but will remain a director at the San Francisco-based online lender, according to the report, which cites unnamed sources.

San Francisco 28

San Francisco Report Online CA 28

American Banker

NOVEMBER 1, 2016

Square 1 Bank, a unit of PacWest Bancorp, has hired two financial services veterans to expand its banking services for venture capital and private-equity firms and named a new leader of that practice.

Capital 28

Capital CA Regional National 28

William Mills

MAY 9, 2018

Again another financial wellness platform using machine learning technology. A TON of really old technology is being used in mortgage lending. In fact, Fiserv recently sold ALL of their mortgage technology to a PE firm. Grounding your organization’s digital transformation in people, processes, and technology is critical.

Security 40

Security Samsung Strategy San Jose 40

William Mills

SEPTEMBER 7, 2016

Their technology is basically a card with a built in computer that lets the holder to change a credit card to a different type of credit card, or perhaps even a debit card. Perhaps there is a big bank in Canada that has embraced their technology. Swych’s headquarters are in Plano, Texas with offices in San Francisco, CA.

Mobile 40

Mobile Cards Fraud Data 40

Tomorrow's Transactions

JANUARY 23, 2017

“The OCC will move forward with chartering financial technology companies that offer bank products and services and meet our high standards and chartering requirements,” said Comptroller of the Currency Thomas Curry. Plus ca change, as they didn’t say in Ancient Rome). That’s the nature of the beast.

Payments 30

Payments Regulation National New York 30

PYMNTS

OCTOBER 31, 2016

Maxine Waters (D-CA), has thrown down the banks-need-to-be-broken-up gauntlet. But, thank goodness, we saw the rise of those disruptive alternative lenders, like Lending Club, to fill the gap that the traditional banks left. So much for counting on the Republicans for support. This, Edelman reports, is a huge shift from prior studies.

Regulation 100

Regulation Innovation Data Industry 100