CB Insights

AUGUST 2, 2018

These companies come from diverse fintech backgrounds — P2P money transfers, wealth management, lending — but all are rushing to create checking account alternatives within their pre-existing products. These companies have been able to generate these signups through three channels: card design, rewards, and application UX. Wealthfront.

Cards 71

Cards Fintech UX Strategy 71

Fintech Labs Insights

MAY 16, 2017

Less than a month after announcing its new $105 million SoFi Prime Income Fund to help raise funds to issue loans, online lending innovator SoFi is making headlines again with the launch of SoFi Wealth. The presentation focused on how Quovo developed a bank authentication API for SoFi that both improved security and streamlined UX.

Management 19

Management San Francisco New York UX 19

Fintech Labs Insights

MAY 30, 2017

” He explained, “rather than ranking results based on payout, Google’s algorithms presented results based on relevance. Lending aggregators popped up to solve this problem by ‘matching’ borrowers with lenders. We also co-founded another Finovate alum named LoanNow which is a direct lending business.

UX 22

UX Online Comparison Lending 22

Gonzobanker

DECEMBER 20, 2019

Insights from this group are presented monthly and quarterly to the entire organization and quarterly to the board and dialed in systematically into new member experience projects. Even with worries around an allegedly discriminatory algorithm, Silicon Valley UX met big bank Wall Street money in slick onboarding that has our attention.

Idaho 148

Idaho Conference Data Marketing 148

Gonzobanker

DECEMBER 19, 2022

As if that wasn’t enough, regulators took a sledgehammer to debit fee income with Reg II changes that will begin reducing card-not-present interchange fees starting in July 2023. Durbin pushed to add card-not-present transactions to his amendment, then proposed the same for credit. 2008 called and wants its headlines back. Goes to Sen.

Community 216

Community Fintech Industry Innovation 216

CB Insights

OCTOBER 10, 2017

In each instance, we tore apart the UX and UI of each tool, looked at their growth and revenue numbers, pored through interviews with founders and early employees, researched their public reception, talked to employees, and did our own math. Personal finance in particular presents some difficulties that make design all the more important.

Tools 78

Tools Millennials US Maine 78