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. Sudden volatility has shaken the markets and the state of wealth management. First Name. Sound familiar? Wealth Tech. Track Wealth Tech Startups.

Management 50

Management Fintech Guidelines Strategy 50

PYMNTS

APRIL 22, 2016

The venture capital world lit up last week with reports that B2B tech startups are now seeing increased funding, raising money at a faster pace than B2C startups. In the biggest B2B venture capital story of the week, some of the brightest names in banking lent their support to B2B digital payments firm Transactis. B2B ePayments.

Capital 100

Capital Security Software User Experience 100

PYMNTS

MARCH 16, 2018

Remlinger, Project Manager — Solutions for Business at foreign exchange technology firm OANDA. For OANDA, that means developing a robust foreign exchange (FX) management solution for corporate treasurers — only the company isn’t targeting treasurers directly with the tool. Certainly regulations like PSD2 and the U.K.’s

Risk Management 134

Risk Management Survey Management Fintech 134

PYMNTS

JUNE 9, 2017

Companies need to partner with acquiring banks and a host of other vendors in the region, in addition to setting up a treasury operation for managing risk and keeping the business afloat. Likar explained that making payments on a weekly or daily basis is a smarter way to handle working capital.

User Experience 116

User Experience Payments Operations Strategy 116

NCR

SEPTEMBER 29, 2017

They also looked to the future, predicting that the use of app-based platforms for an enhanced user experience, greater security and interoperability could be a defining trend. Financial institutions have a responsibility to get their cash management right, in order to maximize availability and meet customer demand.

ATM 85

ATM US Analysis Industry 85

PYMNTS

AUGUST 10, 2017

started the trend by launching a voice assistant within SmartBank, its mobile banking app for students, before rolling it out to the general public. The solution has been secure, but not perfect: In May, an HSBC customer’s non-identical twin managed to breach his brother’s account by mimicking his twin’s voice. Santander U.K.

Security 156

Security Technology Fraud User Experience 156

PYMNTS

NOVEMBER 1, 2017

Unsurprisingly, companies are looking to capitalize on that growing market. The idea is to provide fantasy fans a more seamless, enjoyable user experience when using the platform, he said. Like any eCommerce experience, nobody wants friction [in terms of] being able to make a purchase,” Haas noted. “We

Payments 102

Payments Regional America Marketing 102

Insights on Business

MAY 2, 2019

Increased confidence to manage, not minimize risk – systems are under scrutiny. Organizations are looking achieve the difficult balance across ensuring proper business conduct, controlling risks with adequate capital reserves, and spending on resources and systems. Driving better outcomes.

Compliance 98

Compliance System Analytics Data 98

MyBankTracker

SEPTEMBER 10, 2020

And unlike other investing sites, they charge $0 management fees. And it can help to diversify your portfolio to manage risk. 0 management fees. Are Managed Portfolios an Option? Managed portfolios are something you might encounter at online brokerages and robo advisor platforms. DiversyFund Investment Options.

Taxes 52

Taxes Online Management Examples 52

PYMNTS

JULY 2, 2018

Thousands of firms are born each year – all promising the next greatest advancement in managing money – but only a fraction of a fraction end up going the distance. The general trend over the last 10 years, she pointed out, has been on increased focus. The Neo-Bank Future.

United States 102

United States Marketing User Experience Digital Banking 102

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. A higher portion of businesses across all credit tiers.

Payments 297

Payments Innovation Cards Trends 297

PYMNTS

SEPTEMBER 10, 2018

Financial service providers looking to enhance B2B payments offerings must turn their attention to the user experience. User experience , she recently told PYMNTS, is the “holy grail” for banks as the industry embraces more digitization and the “consumerization” of accounts payable.

Mobile 102

Mobile Cards User Experience Analysis 102

CB Insights

AUGUST 24, 2017

We define construction tech as startups working on construction design, team collaboration, and project site management, as well as those using drones and big data analytics primarily to transform the traditional mapping and surveying of construction sites. Research Briefing: Construction and Infrastructure. ” — Scranton.

Industry 35

Industry Technology California US 35

PYMNTS

APRIL 8, 2019

An excellent reminder this week, when big milestones were the theme and gaining new ground was the trend. Card Payouts is a card-based, front end user experience that integrates with treasury banks’ existing infrastructure. Thrive Capital Founder Joshua Kushner said he is excited to work with Affirm. “We

Data 100

Data Payments Cards San Francisco 100

Fintech Labs Insights

OCTOBER 31, 2016

Capital One was the first bank to go live with an Alexa integration. In a Fintech Trending post earlier this month, we highlighted Capital One’s live integration and Lloyd Bank’s proof of concept with Amazon’s Alexa. Other banks are following suit.

America 12

America Millennials Mobile social media 12

PYMNTS

DECEMBER 15, 2017

What all entrepreneurs and heads of SMBs have in common, according to Rich Aberman, co-founder and Chief Strategy Officer at WePay , is a desire to focus on what they are in business to do — and not so much on the plumbing that powers the cores of their businesses, such as accounting, payments, inventory management and setting up a web storefront.

Payments 110

Payments Software Data User Experience 110

CB Insights

OCTOBER 3, 2017

In order to carve out a niche for themselves, startups are now forming direct relationships with their customers through the use of product personalization, subscription options, and through a laser focus on user experience. annual financing trends. Extreme personalization is a relatively new trend in the supplement landscape.

Capital 54

Capital Nebraska Examples San Francisco 54

Fintech Labs Insights

JANUARY 8, 2016

October: Receives venture capital investment from Pathena. Jumio : demoed credentials-management technology, Netverify, that turns mobile devices into ID document-scanning terminals. May: Wins “Top Innovation, Best User Experience” in Citi Mobile Challenge. December: Launches 100 new assets on social trading platform.

Innovation 12

Innovation Mobile Fintech Cards 12

PYMNTS

JUNE 5, 2018

That’s an outgrowth of an accelerating trend where people are discovering new opportunities beyond the standard full-time gig, said Ting. How do you retain the best people on your platform … and how do you create a new user experience … where new people coming in do not feel like they are getting buried at the bottom of the pile?”.

Data 101

Data Payments User Experience Online 101

FICO

JUNE 8, 2023

Steve is an industry thought leader who had previously served as TrueCar’s Senior Vice President of Strategy and Business Development, and AutoTrader.com’s Vice President of Product Management and Business Development, overseeing the acquisitions of vAuto, Kelley Blue Book, HomeNet Automotive, VinSolutions and DealerScience.

Data 52

Data Industry Examples Retail 52

CB Insights

MARCH 21, 2018

Live briefing: BLOCKCHAIN TRENDS IN 2018. By allowing policy holders and insurers to track and manage physical assets digitally, blockchain technology can codify business rules and automate claims processing through smart contracts, while providing a permanent audit trail. Join us for a deep dive into blockchain in 2018. First Name.

blockchain 78

blockchain Fraud Policies Industry 78

CB Insights

OCTOBER 31, 2019

Personal finance: Using chatbots to help people manage their spending. Slack launched its own $80M chatbot fund, partnering with leading VCs including Spark Capital, Index Ventures, Accel, KPCB, Social Capital, and Andreessen Horowitz. Managing money is a complex undertaking. Table of Contents. Get the full report.

Industry 78

Industry Examples Tools Retail 78

CB Insights

OCTOBER 10, 2017

An explosion of new consumer finance brands is transforming how people save, spend, and manage their money. A host of startups have emerged to capitalize on this trend. The secrets of user growth. What follows are the results of our analysis — six secrets to success in the world of personal finance management.

Tools 78

Tools Millennials US Maine 78

CB Insights

MAY 15, 2019

Key people: Annie Ye, Head of DAX, Senior Vice President, DBS Innovation Group; Neal Cross, Managing Director & Chief Innovation Officer. DAX has also worked with the DBS Innovation Group (DiG) on Hack2hire, a hackathon that allows participants to code their way into a career at DBS, and the UNI.CORN management internship program.

Innovation 78

Innovation blockchain Technology Groups 78

PYMNTS

JULY 26, 2016

The venerable institution did manage to beat The Street, but as Bloomberg pointed out, it’s easy to beat expectations when no one is expecting anything good. They also want a high-quality user experience.”. So, what do we know now? Coming Soon(ish). From there, Schwartz noted, the objective was pretty clear.

Lending 100

Lending Online Innovation Retail 100

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. Three notable excerpts: First Attempts : Blin.gy We needed 40% day-one returns and were closer to 25%. The clock kept ticking.

Company 78

Company US San Francisco Capital 78

Fintech Labs Insights

MARCH 27, 2017

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

Fintech Labs Insights

SEPTEMBER 1, 2015

Market segments include insurance, banks, telecom, utilities, and property management. Adobe is changing the world through digital experiences. Advisor Software is a Cloud provider of sophisticated wealth management and digital investment advice APIs and apps for financial services enterprises. Dynamics, Inc.

Company 12

Company Software Analytics Mobile 12

CB Insights

NOVEMBER 16, 2017

In venture capital, returns follow the power law — 80% of the wins come from 20% of the deals. Get the 65-page report on teardowns for Union Square Ventures, Andreessen Horowitz, Sequoia Capital, and more. JD.com took a huge risk by stepping into a major market and investor Capital Today made a $2.4B

Lending 78

Lending Capital Company Google 78

CB Insights

APRIL 3, 2018

But dropping industrial robot costs are bringing manufacturing bases closer to the site of demand, with retailers like Adidas benefitting from this trend. Warehouse automation: Sorting, storing, & managing inventory. The NY-based startup is backed by investors like Baidu Capital and Bessemer Venture Partners.

Retail 78

Retail Online Branding Strategy 78

CB Insights

DECEMBER 14, 2017

Now the company is on track in 2017 to do more than $50M in revenue, according to Campfire Capital. It focused its marketing efforts on just two cities: New York City : The cultural and financial capital of the world. Los Angeles : The arts capital of the world. This ethos helped the company raise its $17.5

Video 78

Video Branding Company Strategy 78