Independent Banker

MARCH 31, 2022

By early 2022, of its approximately 1,200 non-branch personnel—including lenders, wealth management and support departments—70% were hybrid, 20% were remote and 10% were fully in the office. has begun surveying its managers to determine that path forward. Many IT, marketing and finance profitability analytics employees are remote. “We

Missouri 142

Missouri Community Bank Community Management 142

PYMNTS

MARCH 30, 2018

Focussing on home-service businesses like residential plumbing and electrical companies, ServiceTitan offers workflow and field service management solutions. A $16 million Series A funding round will help this California startup scale up and expand its teams, which operate in Brazil and San Francisco. Employment Hero.

US 116

US Capital California San Francisco 116

PYMNTS

MAY 17, 2018

It’s being treated as victory — perhaps a mild one, but still a win — for workers in the so-called gig economy : A recent ruling from the California Supreme Court makes it more difficult to classify people as independent contractors instead of employees. Independent contractors — who make up 8.4 percent of the U.S. workforce, or some 12.5

Payments 110

Payments Los Angeles California Survey 110

PYMNTS

OCTOBER 29, 2018

In the latest Topic TBD, Danielle Lackey, chief legal officer of Motus , said the law across Illinois — and states such as California, Massachusetts and several others — represents a shift from usual practices. She noted that IRS guidelines cover fixed and variable rate reimbursements , as tied to mileage reimbursement plans.

Illinois 163

Illinois Technology Taxes Data 163

PYMNTS

MAY 17, 2018

It’s being treated as victory — perhaps a mild one, but still a win — for workers in the so-called gig economy : A recent ruling from the California Supreme Court makes it more difficult to classify people as independent contractors instead of employees. Independent contractors — who make up 8.4 percent of the U.S. workforce, or some 12.5

Payments 100

Payments California Survey United States 100

PYMNTS

FEBRUARY 21, 2018

A regional government in Russia is now working with state-backed VEB, reports in CoinDesk said this week, as authorities explore how to use blockchain “to improve the quality of management decisions.”. Singapore stepped onto the global stage as a world leader in blockchain innovation in recent months. United States.

blockchain 130

blockchain Los Angeles Regulation Oregon 130

Fintech Labs Insights

SEPTEMBER 2, 2016

Since being acquired by BlackRock a year ago , online investment advisor FutureAdvisor has inked partnerships with BBVA Compass and RBC Wealth Management. Bank Wealth Management. The platform provides regular portfolio rebalancing, tax-loss harvesting, and immediate and automatic investment of newly-added cash. President of U.S.

Management 20

Management San Francisco Taxes California 20

Independent Banker

DECEMBER 31, 2021

Some of the lines that community banks plan to add include fraud and ID theft protection services, treasury management solutions, wealth management, property and casualty insurance, credit cards and specialized loan products. will continue to work with fintechs, says president and CEO Steve Dehnert. Ponce Bank in Bronx, N.Y.,

Community Bank 144

Community Bank Community Lending Louisiana 144

Fintech Labs Insights

MAY 19, 2016

Fintech deals by size from 23 April to 29 April 2016: Mosaic. HQ: Oakland, California. HQ: Danville, California. HQ: San Francisco, California. HQ: Palo Alto, California. Income tax service. HQ: Los Angeles, California. HQ: San Francisco, California. HQ: Burlingame, California.

San Francisco 18

San Francisco Company Fintech California 18

Lars Markull

JUNE 28, 2020

This is highly valuable information for the user; organizing this data efficiently could really help the user do things like track her expenses or plan her taxes. Given the rapid rise of fintech and financial services, there is massive demand for this data with only limited supply.

Fintech 52

Fintech Data Security Policies 52

Fintech Labs Insights

JUNE 25, 2015

And there are few fintech success stories bigger than 2008 alum, Credit Karma , which scored $175 million this week at a reported $3.5 Total investment into the fintech sector this week were $240 million flowing to 12 firms. So far this year, fintech has attracted $7.9 HQ: San Francisco, California. billion valuation.

Puerto Rico 12

Puerto Rico St. Louis Fintech Company 12

Gonzobanker

DECEMBER 17, 2021

A few years ago, very few people would have guessed that tens of billions of dollars would be invested in fintech vendors and solutions annually – except it happened. 2021 fintech investments, merger activities, and overall focus were off the charts. Best Fintech Acquisition by a Bank. Fintech Acquiring Bank.

Fintech 143

Fintech Strategy Leadership Lending 143

Fintech Labs Insights

APRIL 13, 2016

FinDEVr alum and long-time Magento partner, Avalara announced that its sales-tax calculation solution, Compliance Cloud, will be a part of Magento 2.0 In addition, customers will get access to Avalara’s tax prep, filing and remittance services. e-commerce platform. The company made its FinDEVr debut at FinDEVr San Francisco 2015.

Taxes 12

Taxes Fraud San Jose San Francisco 12

Fintech Labs Insights

AUGUST 11, 2016

There has been an average of 28 fintech deals per week this year. Fintech deals by size from 16 July to 22 July, 2016: CommonBond. HQ: San Francisco, California. HQ: Palo Alto, California. HQ: Burlingame, California. Digital wealth management platform. Employee expense reporting management.

Fintech 12

Fintech Company San Francisco New York City 12

Gonzobanker

DECEMBER 20, 2018

We’ve simultaneously disdained and feared the fintechs, artificial intelligence and blockchain consortia. These are two longtime classy Southern California outfits dedicated to building relationships versus a transactional commercially focused bank powerhouse. Banks Leveraging Fintechs Award. The Fintech That Roared Award.

Fintech 102

Fintech Conference Innovation Community 102

Fintech Labs Insights

MARCH 22, 2016

Here are the fintech deals by size from 12 March to 18 March 2016: Future Finance. HQ: Encino, California. HQ: California. HQ: Los Angeles, California. HQ: California. Lien rights management. Tags: SMB, B2B, accounting, financial management, account reconciliation, bookkeeping. Alt-lender to students.

Company 12

Company New York City Fintech Colorado 12

Fintech Labs Insights

OCTOBER 19, 2015

It was a blockbuster week in fintech with more than $6 billion in new funds flowing to the sector. HQ: Palo Alto, California. HQ: San Jose, California. Expense management solutions for small businesses. 401(k) management. Using the blockchain for managing records. The vast majority, $5.9 Source: Re/Code.

New York City 12

New York City Company Fintech New York 12

Fintech Labs Insights

NOVEMBER 12, 2015

It was a quieter week in fintech fundings. HQ: San Francisco, California. HQ: Glendale, California. The post Fintech Fundings: 13 Companies Raise $900 Million Week Ending Nov 12 appeared first on Finovate. Tags: SMB, health care, employees, benefit management, insurance. Source: WSJ. Equity crowdfunding platform.

New York City 12

New York City Company Fintech San Francisco 12

Fintech Labs Insights

MAY 6, 2015

The funding will help the company rollout Trizic Accelerator , its digital wealth advisory platform for broker-dealers and asset managers, as well as FIs and wealth management firms. Founded in 2012, Trizic is headquartered in San Francisco, California. Sievers is the former CEO and founder of Finovate alum, mFoundry.

San Jose 12

San Jose Operations Capital San Francisco 12

Gonzobanker

DECEMBER 19, 2017

FinTech threats and distractions. Endless CRM and data management projects that shook our foundations and gutted our PMOs. While the darling of FinTech conferences, this divestiture seems primarily driven as a means of Customers delaying the $10 billion Durbin hit and maintaining quarterly EPS expectations from the Street.

Conference 91

Conference Industry Community Bank Community 91

Fintech Labs Insights

OCTOBER 8, 2015

The service manages both legal and biometric identification of all e-mail account holders, and uses multi-factor authentication to ensure that only the intended recipient can read the email as well as any attachments. The post IBSSMail Brings Multi-factor, Biometric Authentication to Email appeared first on Finovate.

San Diego 12

San Diego San Francisco System Security 12

Fintech Labs Insights

MAY 31, 2016

Digital cash payment service PayNearMe announced today that it has acquired financial management and billpay app Prism Money. Most recently, the company partnered with the Internal Revenue Service to allow underbanked consumers to pay their taxes in cash. by scanning a barcode on their smartphone.

San Francisco 12

San Francisco Dallas California Taxes 12

Fintech Labs Insights

JULY 24, 2015

Dealstruck has raised $10 million in new capital from Community Investment Management. Managing Partner for CIM, Jacob Haar, praised Dealstruck’s transparency and “compelling financing options” in explaining his firm’s investment in the company. million Series A round in April. million Series A round in April.

Capital 12

Capital Lending San Diego San Jose 12

PYMNTS

JULY 31, 2020

This week’s look at the latest funding for B2B FinTech and other startups showcases an investor appetite for security, data and business intelligence, with nearly $63.5 The company offers businesses a platform to manage their third-party partners, connecting users to its Trust Catalog of corporate profiles.

Security 166

Security Data Capital Utah 166

William Mills

SEPTEMBER 7, 2016

Data and Analytics are a profit center rather than something that just needs to be managed. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Their API is already integrated in a few core systems and other fintech necessitates. Turning Data into Insight and further into Action.

Mobile 40

Mobile Cards Fraud Data 40

Fintech Labs Insights

AUGUST 25, 2015

But the growing use of electronic receipts both online and offline has enabled technology companies like Slice to leverage the data in these e-receipts to give consumers new tools to manage their financial life, and to provide FIs with new ways to engage and market to their customers. Headquartered in Palo Alto, California.

San Jose 12

San Jose Data Technology Tools 12

PYMNTS

MAY 14, 2018

Fusion Bank targets the legal cannabis market with its cash and treasury management solutions. Big names like PayPal and HP have shown support, while FinTech innovators have introduced a slew of new offerings for the industry. According to Lang, traditional FIs cannot meet this regulatory compliance and reporting need.

Compliance 130

Compliance Guidelines Industry Taxes 130

Fintech Labs Insights

SEPTEMBER 1, 2016

The fintech sector attracted $332 million in new capital the first week of August. Fintech deals by size from 30 July to 5 August, 2016: Mosaic. HQ: Oakland, California. Cloud cash and treasury management solutions. Cloud cash and treasury management solutions. HQ: San Diego, California. Source: Crunchbase.

New York City 18

New York City Company Fintech Comparison 18

Fintech Labs Insights

JULY 20, 2016

This week, 35 fintech companies worldwide raised $469 million the second week of June. Fintech deals by size from 11 June to 17 June, 2016: Fenqile. HQ: Costa Mesa, California. Fintech company builder. Income tax prep. Research management software for investors. HQ: Palo Alto, California. eCreditHero.

New York City 12

New York City San Francisco Company Fintech 12

Fintech Labs Insights

JUNE 27, 2016

million to fund growth of its digital password management system. Fintech deals by size from May 21 to 27, 2016: Cotiviti. Wealth management platform. Password management & secure digital wallet. HQ: California. HQ: San Francisco, California. Wealth management platform. DashLane raised $22.5

Company 17

Company Fintech San Francisco New York City 17

CB Insights

MAY 23, 2019

Mozido’s fintech fraud fiasco. Under California state law, insurance brokers must complete a mandatory 52-hour pre-certification course to legally sell insurance in the state. Mozido’s fintech fraud fiasco. Select Investors: MasterCard, Wellington Management. Zenefits skirts compliance regulations.

Fraud 78

Fraud Las Vegas Company Video 78

Fintech Labs Insights

AUGUST 1, 2016

Second quarter closed with a frenzy of fintech fundings with 49 deals announced the last week alone, 10 more than the previous weekly record. Fintech deals by size from 25 June to 1 July, 2016: Paycor. HQ: San Francisco, California. HQ: California. HQ: Los Angeles, California. Of the total raised, $61.5

Company 12

Company Fintech New York City Lending 12

Fintech Labs Insights

AUGUST 14, 2015

Since June 1 we’ve seen 189 fintech deals globally raising a total of $3.1 It was another stellar week for Finovate alums with 6 fundings totaling $123 million: money transfer service Payoneer ($50 mil), AI innovator Kensho ($33 million), tax specialist VATBox ($24 million), , cash-back specialist Mogl ($7.9 Not this year.

New York City 12

New York City Company Fintech New York 12

Fintech Labs Insights

MAY 30, 2017

As the company’s Managing Partner Harry Langenberg pointed out, SuperMoney is taking the same approach to loan comparison that “won Google the search engine wars.” ” Pictured: SuperMoney Managing Partner Harry Langenberg demonstrating the Supermoney loan offer comparison tool at FinovateSpring 2017.

UX 22

UX Online Comparison Lending 22

Fintech Labs Insights

JULY 22, 2015

At the upcoming FinDEVr , 60 leading fintech companies will present their developer-friendly APIs, SDKs, and other solutions to an audience of financial builders and their technical colleagues. It’s the one place to gather tips and techniques from a wide cross section of fintech players in just two days, all at an affordable price.

San Francisco 12

San Francisco Video Fintech Data 12

Fintech Labs Insights

JUNE 10, 2015

.” Bright Funds has developed technology, the Bright Funds Enterprise platform, that seamlessly integrates into payroll and human resource information systems (HRIS), making it easier to launch and manage charitable giving programs. The company was founded in February 2012 and is headquartered in San Francisco, California.

San Francisco 12

San Francisco California Taxes Resources 12

Fintech Labs Insights

JULY 16, 2015

After a month-long screening process, we narrowed the pile to the newest and most innovative ideas in fintech. Advisor Software uses APIs and apps in a hybrid cloud architecture to steer investment advisors away from traditional wealth management software that’s too rigid, difficult to integrate, expensive, and hard to scale.

Company 12

Company Mobile Software Big Data 12