CB Insights

DECEMBER 15, 2020

As with numerous other industries, the Covid-19 crisis has propelled digitization in the space — with fintechs and financial services incumbents alike. Below, we dig into emerging trends in the wealth tech industry. Consolidation will continue, even between fintech startups. Source: Deloitte.

Management 87

Management Fintech Industry Trends 87

CB Insights

FEBRUARY 15, 2018

The wealth management industry is under siege by a new crop of “robo-retirement” fintech startups disrupting retirement savings. WEALTH TECH TRENDS TO WATCH IN 2018. That said, these retirement vehicles are still vastly underutilized by employees due to high fees, poor user experience, and lack of education.

Management 50

Management Fintech Guidelines Strategy 50

PYMNTS

MARCH 16, 2018

But APIs can offer a different strategic advantage, especially to B2B FinTechs, according to A.J. Because APIs facilitate integration between two services, the technology allows FinTechs to innovate in their niche markets, rather than attempting to be a jack of all trades. It’s a sentiment echoed throughout the B2B FinTech market.

Risk Management 134

Risk Management Survey Management Fintech 134

PYMNTS

JULY 18, 2019

An increasing number, at more than 18 percent, intend to observe market trends before introducing new products, versus 14.8 It might be the case that as institutions scale larger, caution increases too — at least when it comes to innovation. The study found that only 13.3 percent of mid-sized firms plan to focus on innovation.

Innovation 155

Innovation Study Technology Millennials 155

Insights on Business

MAY 2, 2019

Organizations are looking achieve the difficult balance across ensuring proper business conduct, controlling risks with adequate capital reserves, and spending on resources and systems. We have seen trends such as the movement away from AMA towards a standardized approach as a potential barrier.

Compliance 98

Compliance System Analytics Data 98

PYMNTS

DECEMBER 30, 2020

The migration of the procurement and purchasing process to seller platforms and digital marketplaces will be a driving force into 2021, B2B payment leaders agree, and this trend will drive further change in both payer and payee expectations. Buy now, pay later is exploding and has the potential to burst," he said.

Payments 297

Payments Innovation Cards Trends 297

Gonzobanker

NOVEMBER 16, 2023

Traditional financial institutions that want to compete with fintech disruptors like Chime and X (formerly known as Twitter) need to up their social media game. By providing visitors a way to directly interact through comments, “likes,” re-posts and more, an institution can deliver a more personal and credible user experience.

social media 97

social media Marketing Millennials Trends 97

Fintech Labs Insights

JANUARY 8, 2016

Avoka : demoed a three-minute loan application that delivers a fast onboarding experience. December: Named one of the top 50 Emerging Stars in the KPMG and H2 Ventures global Fintech 100 report. October: Named FinTech Forward 2015 Company to Watch. October: Receives venture capital investment from Pathena.

Innovation 12

Innovation Mobile Fintech Cards 12

Fintech Labs Insights

OCTOBER 31, 2016

Capital One was the first bank to go live with an Alexa integration. Artificial intelligence (AI) is not new to fintech, but in the past two years we’ve seen a jump in the sophistication and scale of its use across the industry. Other banks are following suit.

America 12

America Millennials Mobile social media 12

CB Insights

AUGUST 24, 2017

Andreessen stated that he divides the economy into fast sectors and slow sectors: fast sectors being ones with dropping prices (such as media and retail) and slow sectors, including healthcare, education, eldercare, childcare, and government, trending downwards with rising costs. Joe Lonsdale, Founder of Palantir and General Partner at 8VC.

Industry 35

Industry Technology California US 35

CB Insights

OCTOBER 31, 2019

But while many chatbots didn’t meet users’ high expectations, they haven’t entirely fallen short. Today, the bots are still being used across industries like fintech, healthcare, sales and CRM, retail, and even law — and they’re having important, though quiet, effects. Fintech: Contract review & bill negotiation.

Industry 78

Industry Examples Tools Retail 78

CB Insights

OCTOBER 10, 2017

A host of startups have emerged to capitalize on this trend. The secrets of user growth. To build a successful personal finance management tool, it’s important to understand the dynamics of user acquisition and growth. Many fintech companies out there are trying, very literally, to become the next Mint.com.

Tools 78

Tools Millennials US Maine 78

CB Insights

MAY 15, 2019

As fintech plays a larger role in the financial ecosystem, companies are looking for ways to use tech to solve problems and find new opportunities in the space. Capital One — Capital One Labs. Key people: James Patterson, Managing VP & Head of Capital One Labs at Capital One. Get the entire 43-page PDF.

Innovation 78

Innovation blockchain Technology Groups 78

Fintech Labs Insights

MARCH 27, 2017

First published on FinTech Futures. We have seen this trend start in the US, and spread to the rest of the world. With Wealthfront and Betterment already household names and companies like Scalable Capital launching in both the UK and Germany, the market for robo advice is growing, and growing fast.

Fraud 12

Fraud User Experience Fintech US 12

CB Insights

OCTOBER 31, 2017

The Pivot : We came up with a fresh take on the plethora of AR-style apps that create visual effects based on face detection and tracking… [Poor user experience] had a big impact on our retention metrics. Title: Fintech ‘Plastc’ Shuts Down After Cancelling All 80,000 Pre Orders. The clock kept ticking. Product: Bridj.

Company 78

Company US San Francisco Capital 78

Fintech Labs Insights

SEPTEMBER 1, 2015

To whet your appetite for two days of fintech innovation, we’re releasing the full and final lineup of presenting companies for FinovateFall 2015. Authy delivers proven fast-to-implement, highly scalable and reliable 2FA with an intuitive user experience and a powerful API. Dynamics, Inc.

Company 12

Company Software Analytics Mobile 12