PYMNTS

MARCH 2, 2018

and India drove a surge in FinTech venture capital funding in 2017, and Accenture Financial Services Senior Managing Director Julian Skan pointed to the B2B business model as a significant presence in this trend. Total venture capital across the global FinTech market between 2010 and 2017 hit a combined $97.7 Blockchain.

Fintech 118

Fintech Capital blockchain Lending 118

PYMNTS

SEPTEMBER 7, 2018

There are some B2B FinTech segments that are mainstays with investors. This week, though, investors revealed their appetite for B2B FinTech firms that can multitask. Yoco provides businesses with payment management and auditing services, targeting SMBs that struggle to get off cash and paper documents. Based in the U.K.,

Fintech 109

Fintech Capital Lending Software 109

PYMNTS

SEPTEMBER 16, 2020

Below, PYMNTS rounds up the latest in bank-FinTech collaborations and open banking efforts from challenger bank Countingup, eMoney institution Eedenbull and others. Via the Salt Edge API, Deskera can aggregate data from more than 5,000 FIs to automate invoicing, taxes and other workflows for its SMBs. Payoneer Debuts Program For Banks.

Taxes 141

Taxes Fintech Payments Security 141

PYMNTS

DECEMBER 2, 2016

It’s certainly not the largest funding round the B2B FinTech industry has seen. Cash Flow Management. This Indian startup offers small and medium-sized businesses cash flow management solutions through an array of services, like invoice management, expense tracking and other features, reports said last week.

Fintech 100

Fintech Capital Lending Taxes 100

Abrigo

SEPTEMBER 6, 2017

In a world filled with digital loan applications, growing fintechs and booming small businesses, credit unions need to continually evaluate their borrower experience. When it comes to borrower experience, 78 percent of community financial institution borrowers reported overall satisfaction as opposed to 46 percent of fintech borrowers.

Survey 150

Survey Taxes Comparison Fintech 150

PYMNTS

MARCH 26, 2018

The rise of RegTech is not by chance: There is an undeniable link between regulatory changes and technological innovation, and that link has a profound impact on FinTech and the financial services market. Europe is an epicenter for both regulatory shifts and FinTech innovation. Tax fraud is a massive threat of corporates.

Taxes 102

Taxes Fraud Compliance Regulation 102

Abrigo

FEBRUARY 27, 2020

They are routinely experiencing processes that add costs, delay turnaround times, and can lead to inconsistency in pricing and risk management. The list goes on, and we haven’t even gotten into creating closing documents or credit presentations. Return on Tech Investment – Measuring and Achieving Value from Fintech.

Lending 243

Lending Survey Data System 243

South State Correspondent

SEPTEMBER 13, 2023

Since the instant payment contains the message and the document, a receipt, invoice, order, remittance, or contract can travel together and no longer be matched up by email or mail. Now, the payer doesn’t have to take the time to initiate the transaction, making payment more manageable. However, we are not the only choice.

Payments 221

Payments Fraud Data Taxes 221

Abrigo

OCTOBER 20, 2016

Technological innovation has enabled FinTech start-ups to compete in a field previously dominated by banks and credit unions. Entering a tax return or financial statement for a borrower is slow, tedious work, and for more complex loans it becomes even slower as analysts have to enter more data and process more complex documents.

Software 150

Software Lending Community Bank Taxes 150

PYMNTS

JULY 24, 2018

The movement of banks to join FinTech firms and stanch the disruption of their business models — decades and centuries old — has been well-documented. The shift also comes as sandboxes are proving to be effective avenues by which the companies and their FinTech partners are able to test those same APIs before live deployment.

Fintech 105

Fintech Strategy blockchain Taxes 105

PYMNTS

JUNE 4, 2019

“The fact that you have an employee on a two-week payment cycle is really the consequence of an employer wanting to manage cash flow.” Payroll data is crucial to accelerating what can often be a manual process of calling insurance providers, filling out documents and providing information to receive quotes on various services.

Payments 143

Payments Data Taxes Industry 143

Gonzobanker

MAY 31, 2019

But how can community banks successfully compete with big banks and fintechs that are spending billions on their digital lending capabilities? Institutions are “spreading” financial statements for electronically provided tax returns or financial statements. In a recent American Banker. Opportunity Identification/Training. Taking Stock.

Lending 136

Lending Community Bank Community Data 136

South State Correspondent

MARCH 28, 2022

As we pointed out, banks are in an ideal position to take advantage of these trends and grab market share back from the traditional card networks and fintechs. Given our funding base and ability to apply leverage, banks can now incorporate credit into various products and be hyper-competitive with fintechs.

Payments 195

Payments Trends Data Fintech 195

PYMNTS

JANUARY 14, 2019

In an interview with PYMNTs’ Karen Webster, Saqib Nazir, managing director of Africa at Emergent Technology delved into the ways the payments landscape across Africa is ripe for digital and mobile conduits, and a “cash light” mentality that focuses on the needs and desires of a burgeoning and youthful population. billion people.

Mobile 212

Mobile social media Taxes Technology 212

PYMNTS

JANUARY 23, 2017

Dabbling in FinTech innovation, expanding internationally, integrating digital systems — businesses must make progress, but they’re facing unfamiliar threats as they make these moves. And we’re not just talking about cyberattacks. The report found that more than half of these breaches (55.5

Survey 100

Survey Taxes Groups Analysis 100

Insights on Business

JULY 20, 2017

The emergence of financial technology (fintech) and the push of regulators for more competition are disaggregating and open this closed value chain. The fintech hub. In this example, a global financial service organization embraced the growing role of fintech. The data aggregator. Open banking for all.

Fintech 181

Fintech Mobile Examples Data 181

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

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 59

Fintech Data Security Policies 59

PYMNTS

MARCH 30, 2018

PreVeil provides corporates with end-to-end encryption of their messaging and documents while nixing the need for passwords, enabling only business customers to access protected files. Focussing on home-service businesses like residential plumbing and electrical companies, ServiceTitan offers workflow and field service management solutions.

US 116

US Capital California San Francisco 116

Fintech Labs Insights

MARCH 9, 2016

The app, Xero TaxTouch aims to help self-employed workers track business expenses and manage their business-related tax deductions. It also tracks estimated taxes and generates a report to help users prepare a Schedule C document to send to their Xero tax accounting professional (if they have one).

Taxes 12

Taxes San Francisco Case Study Conference 12

Fintech Labs Insights

APRIL 12, 2022

Employee expense management*. Customer management features (basic)*. Tax features (basic)*. Aggregated loan management dashboard (monitor credit from all sources in one dashboard)*. Virtual safe deposit box to store important documents*. The 305 Fintech Unicorns of the 21st Century (April 2022).

Digital Banking 15

Digital Banking Lending Fraud Cards 15

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.

Management 12

Management Taxes Company 12

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.” Compared to “insurtech” – regtech firms have been prominent players in the fintech firmament for years.

blockchain 12

blockchain Trends Fintech social media 12

PYMNTS

DECEMBER 28, 2018

“Unless we sort this out as a payments financial services ecosystem, we’ll be talking about things a lot more serious than a bunch of consumers feeling stressed out about paying their bills, but [about] managing to pay them somehow, some way, even if they’re late in paying them,” Webster said. Resetting Mortgage Services.

Millennials 145

Millennials Lending System Data 145

Fintech Labs Insights

JANUARY 11, 2017

With AI already embedded into these industries, it’s easy to find examples of how the technology is shaping fintech. Below are eight areas of fintech into which AI has made inroads. Fintech example : AI can be used to augment portfolio management and rebalancing decisions typically made by a human. Robo advisory.

Fintech 12

Fintech Compliance Examples San Francisco 12

PYMNTS

SEPTEMBER 16, 2019

Experts may agree that small business owners have more choice than ever before when it comes to adoption of FinTech — thanks in part to a surge in innovation, as well as lowered costs of adoption — but they also warn that just because entrepreneurs can adopt new tools doesn’t necessarily mean they are. Finding A Strategy.

Fintech 134

Fintech Fraud Tools Technology 134

Fintech Labs Insights

APRIL 12, 2017

WiseBanyan Unveils New Tax Protection Tools. Kofax launches cloud-based document capture and invoicing solution, ReadSoft Online R9. FICO unveils FICO Origination Manager Essentials to accelerate loan decisioning. Finland-based OP Financial Group partners with Token to develop new fintech solutions. On FinDEVr.com.

Video 13

Video New York Conference Taxes 13

Lars Markull

JULY 1, 2020

For this reason, India’s Account Aggregator framework – which encompasses things like insurance policies, tax receipts, businesses invoices, and more – will probably be a breeding ground for new use cases around open banking. For that reason, many providers are offering contract management as a feature.

Risk Management 69

Risk Management Data Examples United States 69

Lex Sokolin

DECEMBER 25, 2019

This makes me realize how much I miss being able to get into a meaty, quantitative analysis in a well-formatted PowerPoint document. There’s a lot to say about the overlap of Fintech and blockchain, but let’s find the very edge of the frontier and focus right there. a wealth management service from Set Protocol.

blockchain 52

blockchain Bitcoin Software Lending 52

Fintech Labs Insights

JANUARY 3, 2017

Starting in 2017 former Microsoft executive Jeremy Korst will be the man driving the message at tax compliance innovator and FinDEVr alum , Avalara. Previous to Microsoft, Korst served as vice president and general manager at T-Mobile, and senior product marketing manager at AT&T Wireless/Cingular.

Marketing 15

Marketing Seattle Taxes Pennsylvania 15

Fintech Labs Insights

SEPTEMBER 22, 2016

Avalara , an innovator in automated tax management for small businesses, raised $96 million in new funding from a group of investors including Warburg Pincus, Sageview Capital, and Technology Crossover Ventures this week. Avalara calculates $100 million in taxes daily, and remitted $14.4 billion in taxes in 2015.

Taxes 12

Taxes Seattle Compliance Capital 12

BankBazaar

JULY 28, 2020

In these 12 years, we’ve been a significant part of the FinTech boom in our country, being an industry disruptor with innovations such as the paperless application process and now contactless access to credit products. No physical meetings with bank representatives, and no physical documents or signing required. Unbelievable, isn’t it?

Cards 78

Cards Online Taxes Industry 78

Fintech Labs Insights

DECEMBER 7, 2016

Fiserv launches Prologue Risk Manager to streamline and simplify compliance. RAGE Frameworks unveils LiveSpread , an AI solution to aid in processing of financial documents for credit analysis. Credit Karma announces free tax returns. Around the web. Scalable Capital launches Android App in the U.K.

Austin 12

Austin Compliance Risk Management Taxes 12

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

Lars Markull

JULY 1, 2020

For this reason, India’s Account Aggregator framework – which encompasses things like insurance policies, tax receipts, businesses invoices, and more – will probably be a breeding ground for new use cases around open banking. For that reason, many providers are offering contract management as a feature.

Risk Management 52

Risk Management Data Examples United States 52

Fintech Labs Insights

OCTOBER 23, 2014

Having worked in credit/loan product management, I am sympathetic to the tricky underwriting concerns behind the scenes. During the past two month I''ve uploaded 23 documents including explanatory letters, tax returns, and so forth. Granting credit is like being a parent. You have to learn to say "no," a lot.

Cards 22

Cards Online US Taxes 22

Fintech Labs Insights

AUGUST 8, 2016

Seattle-based Avalara unveiled a trio of enhancements to its compliance document management solution, CertCapture. The new features are designed to make it easier for SMEs to capture, manage, and analyze tax documents in real-time.

Compliance 12

Compliance San Francisco Management Taxes 12