CB Insights

DECEMBER 15, 2020

Change has been long overdue for the wealth management industry, which is facing growing competition, outdated legacy tech , thinning margins , and an aging client base. As with numerous other industries, the Covid-19 crisis has propelled digitization in the space — with fintechs and financial services incumbents alike.

Management 87

Management Fintech Industry Trends 87

FICO

MARCH 2, 2021

Right now, there has never been a better time to plug into pre-emptive, automated and AI-driven customer management. Customer expectations had continued to skyrocket thanks to the services provided by tech giants and fintechs. The numbers are starting to reveal the scale of the debt tsunami. Source: OpenWrks.

Management 52

Management US UX Guidelines 52

CB Insights

FEBRUARY 15, 2018

The wealth management industry is under siege by a new crop of “robo-retirement” fintech startups disrupting retirement savings. At stake is roughly $27.25T held in US retirement assets as of September 2017 (including IRAs, 401(k)s, pensions, etc). We define this group of fintech startups as “robo-retirement.”

Management 50

Management Fintech Guidelines Strategy 50

PYMNTS

NOVEMBER 3, 2020

While FinTech innovation has opened up the doors for small- to medium-sized businesses ( SMBs ) to access more sophisticated solutions to manage money, software fatigue has business owners overwhelmed by a barrage of siloed systems. And according to Ronny Yakov , CEO of The OLB Group , QuickBooks is often an ideal place to start.

Online 150

Online Groups Fintech User Experience 150

PYMNTS

JUNE 18, 2018

Viva Republica, Korea’s FinTech startup and maker of financial services app Toss , announced Monday (June 18) it has completed a $40 million round of funding raising. That, according to the company, makes it easy for users to manage all the different facets of their daily financial lives.

User Experience 100

User Experience Fintech Strategy Mobile 100

PYMNTS

JUNE 4, 2019

Visa and Natixis Payments have launched Xpollens, a complete white label “Payments in a Box” service for retailers, corporations and Fintechs. Using agile methods, these squads help integrate tailor-made payments solutions quickly.”. Xpollens is committed to deploying a full payments solution to its customers in 100 days.

Payments 115

Payments User Experience Cards Fintech 115

PYMNTS

JUNE 4, 2019

Under the agreement, Visa’s customers and banking and FinTech partners will have the option to use Currencycloud’s cloud-based payments platform to provide in-demand services, including multi-currency wallets and real-time notifications on foreign exchange transactions.

Payments 139

Payments Charlotte User Experience Innovation 139

Gonzobanker

OCTOBER 6, 2023

Being on a zombie core doesn’t have to end in an apocalypse, as long as you know how to manage the system – and the vendor. They’re not alone; the core system landscape is littered with platforms still in use but with no hope of reanimation. Staff Attrition. No New Partners. While they may travel in packs, zombies are loners.

Strategy 97

Strategy System UX Tools 97

William Mills

DECEMBER 21, 2017

“By leveraging the latest AI, dynamic workflow, open-data exchange, a robust software development kit (SDK) and cloud-based technology, we deliver smarter, more predictive payment experiences to financial institutions’ customers and members. About Payrailz. For more information, please visit www.williammills.com.

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Fintech Connecticut User Experience Atlanta 61

PYMNTS

MARCH 16, 2018

But APIs can offer a different strategic advantage, especially to B2B FinTechs, according to A.J. Remlinger, Project Manager — Solutions for Business at foreign exchange technology firm OANDA. We’re looking to partner with treasury management system [TMS] providers out there.

Risk Management 134

Risk Management Survey Management Fintech 134

PYMNTS

AUGUST 4, 2020

Where once the marquee names in tech (and no shortage of FinTechs) jockeyed for primary banking services relationships, an increasing number of partnerships are now taking shape. In this way, Google gets new users for its Pay offering , and the banks get new customers and strengthen their respective brands.

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Google Digital Banking Course Branding 298

William Mills

JUNE 16, 2016

But bigger than that, we began getting caught up in this world of “fintech” long before it became the latest overnight sensation, which – by the way – has actually been more than 10 years in the making. What the heck is fintech and why do we care? People are way more comfortable managing their money and business online.

Fintech 40

Fintech Industry User Experience US 40

William Mills

JUNE 16, 2016

But bigger than that, we began getting caught up in this world of “fintech” long before it became the latest overnight sensation, which – by the way – has actually been more than 10 years in the making. What the heck is fintech and why do we care? People are way more comfortable managing their money and business online.

Fintech 40

Fintech Industry User Experience US 40

NCR

JANUARY 17, 2017

Given the prevalence of financial services across the globe – in both emerging and developed markets – the disruption opportunity for fintech startups is massive. As fintech startups battle it out to get their share of the business, the drive for innovation is spreading well beyond traditional tech hubs and basic banking products.

Fintech 40

Fintech Trends Industry Compliance 40

CFPB Monitor

JULY 12, 2022

The CFPB is seeking experts in data science, software engineering, product design, product management, and user experience (UX). The CFPB has posted new job openings for technologists to work with its supervision and enforcement teams.

UX 78

UX Regulation Technology User Experience 78

Insights on Business

FEBRUARY 13, 2019

In today’s rapidly changing business environment, managing responsiveness and the proliferation of regulations and IT systems, as well as rapidly expanding volumes and data variety, has become a high stakes balancing act. Implementing next-gen integrated GRC to manage risk and regulatory challenges with ease.

User Experience 79

User Experience Compliance Risk Management Training 79

FICO

MAY 18, 2023

The innovative pay-as-you-go solution allows Dock’s clients, including banks, fintechs, and retailers, to intercept fraudulent transactions and protect their operations, while also improving the user experience. The fraud prevention solution is based on FICO® Falcon® Fraud Manager and FICO® Customer Communication Services (CCS).

Fraud 52

Fraud Technology social media Innovation 52

PYMNTS

SEPTEMBER 28, 2017

The smartphone revolution long ago forced most, if not all, banks and other financial institutions (FIs) to begin offering mobile financial management solutions. If FIs want to connect with modern consumers, smartphone solutions also need to feature the latest innovations and slick user experiences. . About the Tracker.

Digital Banking 101

Digital Banking Report Mobile User Experience 101

Insights on Business

MARCH 26, 2018

At IBM Think, the premier business and technology conference, the main theme is “mankind + machine,” and during the Wednesday morning session with Ian Hurst and Sarah Diamond, IBM General Managers of Banking and Financial Markets, and Naresh Vyas, Royal Bank of Scotland Head of Solutions, that theme was on full display. Lastly, Ms.

User Experience 135

User Experience Compliance Maine Regulation 135

Insights on Business

DECEMBER 12, 2018

Stories of improper conduct, and new regulations on data protection and privacy such as GDPR, continued to dominate the business headlines, moving from water-cooler conversation to “what about us?” Rather, effectively managing risk comes with a recognition that it is both essential and the responsibility of everyone across the organization.

Innovation 111

Innovation Compliance User Experience Regulation 111

Fintech Labs Insights

MAY 25, 2017

Xero’s decision to use Expensify’s software for in-house receipt and expense management is the latest product of the strategic partnership the two fintechs announced last year. The post Xero Partners with Expensify for In-House Expense Management appeared first on Finovate. Xero Head of U.S.

Management 19

Management San Francisco Software User Experience 19

PYMNTS

APRIL 22, 2016

Case in point: Soundtrack Your Brand, which raised $11 million last week to provide retail stores with a music soundtrack service — not exactly the showcase for investor support of business FinTech. Since its launch in 2012, the firm said it has facilitated $178 million worth of invoice financing to local SMEs.

Capital 100

Capital Security Software User Experience 100

CB Insights

MARCH 8, 2018

Banks in Fintech: what’s ahead in 2018. Join us for data-driven look at how major banks are approaching fintech investments and taking on insurgents. We define challenger banks as fintech companies leveraging technology and software to digitize and streamline retail banking. First Name. customers since 2014.

Retail 78

Retail Digital Banking Fintech Regulation 78

PYMNTS

MARCH 1, 2017

The majority, at 72 percent, came from FinTech. Within FinTech, banking held sway. Looking at the geographic concentration of activity, the US was the most active region, with 47 percent of activity, followed by China at 41 percent. That’s one use case,” Alvo said. This marks Ant’s expansion into Korea.

Branding 100

Branding Retail Software User Experience 100

Fintech Labs Insights

MAY 26, 2017

ABN AMRO is the latest bank to choose Client Lifecycle Management solutions from Fenergo. ABN AMRO is the third-largest bank in the Netherlands and will use the technology to support its CDD/KYC processes in specific, and the bank’s broader “business transformation strategy” in general.

Management 17

Management Innovation Compliance Capital 17

Independent Banker

JANUARY 31, 2022

Here’s how community bankers, payments experts and fintech vendors suggest using the time to prepare. That was a necessary step to help get us ready for FedNow,” says Sherri Reagin, chief financial officer at $540 million-asset North Salem State Bank in North Salem, Ind., Photo by Traveler1116/iStock. By Colleen Morrison.

Community Bank 91

Community Bank Community Resources Fraud 91

Fintech Labs Insights

MAY 14, 2017

As part of our FinDEVr Feature series , which highlights some of the speakers you will see on stage at the event, we recently interviewed the developer community manager of one of the presenting companies, eSignLive by VASCO. Tell us about your favorite implementation of your solution/technology.

Community 15

Community Management Analytics Case Study 15

PYMNTS

MAY 11, 2017

Venturo said collaborations between FinTech companies and the financial industry has produced several notable developments in the last few years, such as mobile payment solutions, wearables, tokenization, blockchain and biometric tools. Eating Your Own Dog Food? . And, when possible, it helps to get the customer involved early on.

Innovation 143

Innovation Mobile ATM Tools 143

Lex Sokolin

SEPTEMBER 3, 2020

These gears of computational machine enable core banking, portfolio management, risk assessment, and underwriting in the guise of various companies. You would not be able to design this user experience, nor this attention platform without a technology footprint that began with cloud computing and the Internet.

blockchain 52

blockchain Software Capital Technology 52

Fintech Labs Insights

SEPTEMBER 16, 2015

Starting us off after the lunch break here on Day One of Finovate is the team from Adobe. The post Adobe Presents Adobe Experience Manager Forms, Turning Complex Document Transactions into Engaging Experiences appeared first on Finovate. This post is part of our live coverage of FinovateFall 2015. HQ: San Jose, CA.

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San Jose CA Management User Experience 12

Celent Banking

JULY 22, 2016

Given the cards' dominance in merchant payments today (at least in the UK, US and quite a few other markets), solutions such as Zapp may be seen as a threat to card-based transactions. Visibility to a much broader pool of transactions should be very helpful when developing risk management, loyalty and other value added services.

Cards 100

Cards Case Study Payments Mobile 100

Insights on Business

MAY 2, 2019

Organizations have emphasized to us the inconsistent experiences they have had with existing solutions, where solution designs were fractured or cobbled together. Increased confidence to manage, not minimize risk – systems are under scrutiny. Standardization and IBM OpenPages with Watson. Driving better outcomes.

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Compliance System Analytics Data 98

Fintech Labs Insights

FEBRUARY 21, 2017

Interview with George Karamanoglou, Riverbed ‘s Director of Advanced Business Solutions: Where did you start your career and how did you gain the experience needed to run the tech side of your company? I have over twenty years’ experience with leading suppliers and consumers of advanced application operations technology.

New York 15

New York User Experience Resources Technology 15

Lex Sokolin

OCTOBER 28, 2020

cough blockchain* Last week, the company announced a planned spin-off for its Managed Infrastructure Services unit by end of 2021 , which currently generates about $19 billion out of IBM’s $75 billion of revenue (give or take). This Forbes article by Joe Cornell of Spin-Off Research lays it out for us in a neat org chart.

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blockchain Google National Apple 40

Fintech Labs Insights

OCTOBER 6, 2015

This innovative technology is licensed by more than 4,000 organizations and used by tens of millions of consumers enabling increased customer acquisition, retention and operational efficiency. Fintech developers are under constant pressure to deliver new features and functionality at a breakneck pace. millions of users.

San Diego 12

San Diego Mobile User Experience CA 12

PYMNTS

OCTOBER 13, 2020

In a panel discussion with Karen Webster, six payments, banking and FinTech executives weighed in on the very nature of change that is transforming treasury banking and corporate clients in real time. There’s the need to manage and protect and sustainable growth. The end user experience is critical, too, he said, and must be seamless.

Fintech 190

Fintech Payments Customer Experience Examples 190

Fintech Labs Insights

MARCH 21, 2016

states it invested because the demand for Qumram’s services is growing, the company holds a good reputation, and it has a strong management team. Qumram CEO Patrick Barnert notes that the company will use the funding, “to extend the great success we had in central Europe now to the two core financial services markets in U.K.

America 12

America social media User Experience Software 12