PYMNTS

JULY 30, 2020

The Salt Lake City payment processing platform has joined with Plaid, a Visa subsidiary based in San Francisco, that builds financial technology platforms to connect bank accounts and initiate automated clearing house (ACH) transfers. Plaid is connected to more than 11,000 financial institutions.

San Francisco 159

San Francisco User Experience Cards Customer Experience 159

Insights on Business

FEBRUARY 19, 2016

These firms collectively known as FinTechs or Financial Technology firms are disrupting the banking industry by dis-intermediating across a banking customer’s financial value chain. What can banks learn from the FinTechs? The post What Can Banks Learn From The FinTechs?

Fintech 93

Fintech Video Lending Industry 93

Insights on Business

FEBRUARY 19, 2016

These firms collectively known as FinTechs or Financial Technology firms are disrupting the banking industry by dis-intermediating across a banking customer’s financial value chain. What can banks learn from the FinTechs? The post What Can Banks Learn From The FinTechs?

Fintech 70

Fintech Video Lending Industry 70

Insights on Business

FEBRUARY 19, 2016

What should be their strategy for Digital Banking transformation and what they can learn from FinTech innovation? These firms collectively known as FinTechs or Financial Technology firms are disrupting the banking industry by dis-intermediating across a banking customer’s financial value chain.

Fintech 70

Fintech Innovation Lending Video 70

Insights on Business

OCTOBER 16, 2018

Creating compelling AI omni-channel customer experiences. Warren Raisch, IBM Executive Strategist, Watson Customer Engagement. For those in marketing, data and analytics roles who have business operations responsibility. Customers expect personalized engagement at every touch point. Monday, October 22, 2018.

Fraud 117

Fraud Customer Experience Analytics blockchain 117

Urs Bolt

OCTOBER 17, 2018

Fintech to facilitate inclusive financial system establishment in China, say experts. Leveraged by tremendous customer data, Chinese Fintech companies have an edge over their Western counterparts in innovation applications.”. China could improve its regulatory technologies.

System 28

System Fintech blockchain Innovation 28

Insights on Business

SEPTEMBER 21, 2018

Every year, Money20/20 is one of my favorite conferences because I get to hear firsthand how leaders are reinventing financial services and are making fundamental shifts in technology, processes, people–and ultimately their own markets–to deliver better customer experiences, build skilled workforces, and solve industry-wide challenges.

Conference 115

Conference Customer Experience Industry Trends 115

Insights on Business

JUNE 14, 2018

The next evolution facing banking institutions is taking place in the digital reinvention of our current and future technologies. Today, if banks want to continue to succeed, they must reinvent themselves once again from generalist to specialist by creating new products that enable banks to build better forms of customer experiences.

Customer Experience 115

Customer Experience cryptocurrency Technology blockchain 115

William Mills

FEBRUARY 7, 2017

Key trends in this year’s report include the continued evolution of payments technology, increased adoption of self-service and innovative branch automation technology, and further enhancements to mobile banking – all converging as part of an overlying strategy to improve the customer experience.

Report 40

Report social media Customer Experience Industry 40

William Mills

SEPTEMBER 25, 2018

However, they see their main value as helping to improve customer experience. ^SR Cashoff enhances customer engagement with its loyalty program offering cash back by big-name brands. There are behavioral cues buried deep in the transactional data. Takes a picture of documents and can get 99% accuracy in the data.

Mobile 78

Mobile Customer Experience Lending Analytics 78

William Mills

JANUARY 25, 2018

The report includes industry research about what technology, solutions and services U.S. Leading industry analysts, consultants, bankers and financial technology professionals also share commentary and their insights on trends for 2018. bankers will likely purchase this year.

Report 40

Report Technology Innovation Atlanta 40

Javelin Strategy & Research

MAY 22, 2015

Yodlee premiered Sense, using financial data to deliver distinct and personalized experiences for customers at different stages in their financial lives. Digital Insight showed how consumer data paired with beacons could create a personalized and contextual branch experience.

Fintech 40

Fintech Google Cards Fraud 40

Gonzobanker

MARCH 26, 2019

Game-changing mergers like the just-announced FIS/Worldpay agreement and the January Fiserv/First Data pending deal are creating bigger, more diversified vendors that banks and credit unions use for payments services.

Community Bank 76

Community Bank Technology Payments Innovation 76

William Mills

MAY 10, 2016

There is a growing focus on customer experience and related compliance issues. Qumrum allows banks to actually document customer interactions online. OurCrowd is bringing a fintech solution to the process of sourcing and managing deals. Leveraging assets from mobile banking and moving into the customer journey.

San Jose 40

San Jose Customer Experience Mobile social media 40

William Mills

MAY 11, 2016

From my understanding of their offering they let mid to large financial planners/consultants utilize state-of-the-art data tools in real time coupled with NLQ AI for a better customer experience, allowing a financial planner to do a better job for more clients in less time. It looks pretty slick. Stay tuned! ^KT.

Video 40

Video Lending social media Analytics 40

CB Insights

DECEMBER 5, 2017

Get a data driven view on developments in the insurance tech distribution landscape, where startups are making moves, and how incumbents are responding. Stated investment focus: Mobility & connected car, connected home & properties, insurtech & weath management, digital health, cybersecurity & data intelligence.

Strategy 28

Strategy Marketing Analytics Innovation 28

William Mills

MAY 11, 2016

Race Data – @RaceDataSystems – [link]. Turn data into energized relationships. Race dashboard: Large data set to work with. Helping banks with customer retention by transforming data into knowledge about their customer’s engagement and key events on their journey. Lots of useable data. ^KT.

Video 40

Video Mobile social media Analytics 40

CB Insights

JULY 16, 2017

Attune currently provides a tech analytics platform for brokers to streamline the Business Owner’s Policy quoting and binding process using data from public and private sources and has plans to add Excess and Worker’s Comp to its platform by 2018. Allianz Ventures. Number of investments: 7. Number of investments: 20.

Strategy 28

Strategy Marketing Analytics Innovation 28

PYMNTS

AUGUST 12, 2019

Simply put, that means consumers’ retail experiences tend to inform their expectations for financial services, said Jim Johnson, executive vice president of FI payments and wealth for FIS , in a new PYMNTS interview with Karen Webster. Empowering that insight just enriches the consumer experience,” Johnson said.

Payments 188

Payments Fintech US Innovation 188

PYMNTS

JULY 13, 2020

As entrepreneurs race to digitize, develop new revenue streams, and find workarounds to what could have otherwise been crushing roadblocks to their business, FinTech partners have become critical allies to helping SMBs. For consumers, that often means prioritizing their purchases with their local stores to help keep them afloat.

Innovation 184

Innovation Online Community social media 184

William Mills

SEPTEMBER 9, 2016

An App Store for FinTech applications. Addresses compliance, fraud experience and customer experience analytics. Customers want self-service capabilities but regulation and risk is top of mind that get in the way of digital interactions. Check back for new updates throughout the day.

social media 40

social media ATM Mobile Customer Experience 40

PYMNTS

JULY 8, 2020

These friction points are too often the result of the outdated and inefficient cross-border payments infrastructure that most financial institutions (FIs) rely upon. Digitization of onboarding procedures allows more seamless integration with other data sources, according to Liuzzi. Improving Cross-Border Payments For SMBs.

Payments 144

Payments Customer Experience System Resources 144

FICO

JANUARY 19, 2018

The financial and retail sectors both have emerging competitors who are more technologically sophisticated than the incumbents. For the average customer, the banking disruption has taken the form of more digital fulfillment options, rather than required in-branch visits. 1 Focus on Data Gathering and Consolidation.

Analytics 45

Analytics Millennials Retail Data 45

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. It adds a layer of connectivity between accounts that enables users to explore scenarios and tradeoffs — using their actual account data and information — and provides advice and guidance around the most optimal actions they can take with their money.

Security 40

Security Samsung Strategy San Jose 40

Gonzobanker

DECEMBER 19, 2022

In 2021, there were more than 120 fintech IPOs in the U.S., 2022 was the year the fintech industry and venture capital firms figured out that banking is harder than everybody thought. Acquisition of the Year: Bank Acquiring a Fintech. Acquisition of the Year: Fintech Acquiring a Bank. The Smarter Bank Data Award.

Community 216

Community Fintech Industry Innovation 216

Gonzobanker

DECEMBER 14, 2023

Not the financial industry’s “Troublemakers ” – those regional and community banks, credit unions and supporting fintech entrepreneurs who continue to engage customers and communities and find niches that keep the grassroots of our country’s financial system alive and kicking.

Fintech 194

Fintech Community Regional Technology 194

PYMNTS

DECEMBER 6, 2018

One of the biggest ways FinTech firms have been able to gain a competitive edge on traditional banks, for small business (SMB) customers, is through relationship-building. While exact data is sparse, credit unions (CUs) are often lumped into commentary about branch closures and their impact on small businesses.

Training 161

Training Fintech Lending Customer Experience 161

William Mills

SEPTEMBER 7, 2016

Data can be used to advise clients on where their money is going and provide suggestions on saving money. Data and Analytics are a profit center rather than something that just needs to be managed. Turning Data into Insight and further into Action. With GoodData can productize the data and more.

Mobile 40

Mobile Cards Fraud Data 40

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. One popular approach: in-house financial innovation labs. It plans to roll out over two dozen bots in late 2018 to financial institutions for testing.

Innovation 78

Innovation blockchain Technology Groups 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. 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