Fintech Labs Insights

FEBRUARY 2, 2016

Digital wealth management solution provider FutureAdvisor recently made it big when it was acquired by investment management company BlackRock in 2015. branch of RBC Wealth Management is launching a pilot program called RBC Investor Gateway that offers clients a digital advice option powered by FutureAdvisor.

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Gonzobanker

DECEMBER 17, 2021

Congrats to Randy and a great management team. Simultaneously the bank invested in Paladin Fraud, Trabian Technology, and Chartwell Compliance to provide compliance and risk management solutions in the complex and connected web of fintech partnerships. Brent continues to hone his craft with each demo. Has it worked?

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Fintech Labs Insights

APRIL 4, 2017

A look at the companies demoing live at FinovateSpring on April 26 & 27 in San Jose. He is also a founding team member of Optima Tax Relief, a 2015 Inc. Harry Langenberg, Managing Partner. He was also co-founder of Optima Tax Relief, a 2015 Inc. Pick up your tickets today and save your spot. Makes getting a loan easy.

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William Mills

DECEMBER 12, 2017

Between massive tax revisions and the end of net neutrality, small businesses are expected to struggle in the coming year, creating an opportunity for financial institutions to step in and provide real value. Among those companies were an impressive line-up of new and veteran organizations that were able to demo their solutions.

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Perficient

OCTOBER 20, 2020

Recently, I was working on an engagement for a long term Hyperion / Oracle client who is considering replacing Hyperion / Oracle with OneStream as their strategic Corporate Performance Management solution. So “What is MarketPlace”? use on a daily basis.

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Fintech Labs Insights

JULY 1, 2016

Near the top of the list of expense reporting and reimbursement headaches for international travelers is the value-added tax, or VAT. And courtesy of a new partnership with Luxembourg’s VAT IT, Belgian expense management solution provider Xpenditure is here to help.

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Fintech Labs Insights

NOVEMBER 23, 2020

They provide the software and services for businesses to establish and manage a so-called Emergency Savings Plan (ESP). Like a retirement plan or HSA, employees agree to have a small percentage of their pay withheld ( though a key difference is the savings account if funded after-tax ).

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Fintech Labs Insights

MARCH 6, 2017

In the press release, Terry McKeown, Practice Manager, Credit Analytics at Envestnet | Yodlee said, “By using consumer permissioned financial data, lenders can obtain a complete financial picture of a borrower. This is similar to the company’s Mortgage Asset Verification product launched in December of last year.

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Fintech Labs Insights

MARCH 23, 2016

The latest from upcoming FinDEVr New York 2015 presenters: Xignite to provide free market data for FinTech Sandbox demo participants. Markit unveils new tax utility service. Avalara teams up with WooCommerce to help online merchants manage sales taxes. VIX Verify. Green Key Technologies.

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South State Correspondent

SEPTEMBER 13, 2023

Now, the payer doesn’t have to take the time to initiate the transaction, making payment more manageable. This is another cash management-altering innovation. Maybe the payer needs a breakout of taxes, or perhaps the payee was only able to ship a partial order. However, we are not the only choice.

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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.

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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.

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Gonzobanker

DECEMBER 19, 2017

Endless CRM and data management projects that shook our foundations and gutted our PMOs. The Just Kidding About the Whole Bank Thing Award – Goes to Fintech darling SoFI , whose management shakeup amid “behavioral issues” shifted the legal efforts from charter application to lawsuit and damage control. FinTech threats and distractions.

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Fintech Labs Insights

APRIL 17, 2017

Patch of Land ( FF 2014 demo ). Realty Mogul ( FS 2014 demo ). Realty Mogul offers a 1031 exchange option for investors for a tax-friendly funding option. The MogulREIT is an SEC-registered LLC formed to invest in and manage a diversified portfolio. CK Mack ( FF 2012 demo ). The minimum investment is $1,000.

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Fintech Labs Insights

OCTOBER 30, 2016

Deloitte recently asked what we should make of “regtech” in a new report titled, “RegTech is the new FinTech: How agile regulatory technology is helping firms better understand and manage their risks.” OutsideIQ ( F16 ) enables FIs to uncover regulatory risk using a combination of machine learning and human analysis.

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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. ” Stats. We are agnostic as to what partners have.”

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Fintech Labs Insights

OCTOBER 3, 2016

Demoed at FinovateFall 2016. Signed deal with Vision FCU to provide its money management app. Demoed at FinovateFall 2016, became first company to win Finovate Best of Show six times. Demoed at FinovateFall 2016, became first company to win Finovate Best of Show six times. Announced sales-tax accuracy guarantee.

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South State Correspondent

MAY 13, 2024

The major themes of fraud, artificial intelligence (AI), expansion of instant payments, open banking, and regulation were particularly relevant to your roles as executives, risk managers, compliance officers, and technology leaders. Screen scraping data quickly becomes passe, and the state-of-the-art is leveraging APIs to better integrate.

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William Mills

SEPTEMBER 7, 2016

Demoing – Bills for T-mobile – Brought in balance and due date. 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. Demo: Bank application form. This happens a LOT.

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Tomorrow's Transactions

JUNE 6, 2016

I saw some interesting demos at Consensus. A distributed and irreversible system for trust management, which stores personal data, could offer a hotbed for doxing and identity theft – and even undermine an individual’s right to be forgotten. I think Consult Hyperion’s “4x4” model works very well, so we’ll use that.

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Fintech Labs Insights

MAY 30, 2017

. “SuperMoney guides our users to loan offers that are in their best interest,” Lulic said at the beginning of the company’s FinovateSpring demo earlier this year. ” Pictured: SuperMoney Managing Partner Harry Langenberg demonstrating the Supermoney loan offer comparison tool at FinovateSpring 2017.

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Fintech Labs Insights

JULY 16, 2015

Selecting presenters for this year’s FinovateFall conference in New York was not an easy task, since we received the most number of applications to demo we’ve ever seen. Don’t miss your chance to see all of these companies, and more, demo their technology live. See you there!

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PYMNTS

DECEMBER 19, 2016

It’s one thing for the millennial offspring of the billionaire hedge-fund scions to fall short of making a billion because they only manage to pull down $760 million a year. Chetty and his team did that by gaining access to the anonymized tax returns of people in their mid-30s over a 40-year period between 1940 and 1980.

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Fintech Labs Insights

JULY 22, 2015

Advisor Software will provide an overview of its wealth management cloud platform – an end-to-end suite of APIs, apps and widgets that power digital investment advice and financial planning applications. Why it’s a must-see: It has nearly 120 APIs that will power the next generation of digital wealth management applications.

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Fintech Labs Insights

DECEMBER 9, 2016

Wealth management technology provider eMoney Advisor, pictured here at FinovateFall, was acquired by Fidelity Investments in 2015 for $250 million. With 2017 right around the corner, what trends are likely to drive innovations in wealth management technology or Wealth Tech? order management system APIs). Use of Virtual Meetings.

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