The Fintech Times

FEBRUARY 26, 2024

Insights Hearts & Wallets examines consumer awareness, interest and trial of 55 technology-powered saving and investing solutions – including both fintech/robo new entrants and offerings from traditional financial services firms – and tracks growth since 2015.

Consumer 72

Consumer FinTech Advisors Cryptocurrency 72

Fintech Labs Insights

SEPTEMBER 16, 2015

This post is part of our live coverage of FinovateFall 2015. Product Launch: March 2015. The post Advisor Software’s Wealth Management Cloud Serves Up Widget-Based Applications appeared first on Finovate. ” Presenting Erik Jepson (Chief Customer Officer) and Margarita Petrova (UX Designer). HQ: Walnut Creek, CA.

Advisors 25

Advisors Blocks Facilitators API 25

Fintech Labs Insights

JULY 7, 2015

Below is a list of the presenting companies so far; we’ll reveal the full roster later this summer: Advisor Software. FinDEVr San Francisco 2015 is partnered with BankersHub , BayPay Forum , California Bankers Association , Celent , CoinTelegraph , Mercator Advisory Group , and SF Fintech. The Beast Apps. BehavioSec.

Advisors 31

Advisors API FinTech Posting 31

Fintech Labs Insights

JULY 7, 2016

eMoney Advisor , acquired by Fidelity Investments in 2015 for $250 million , is offering advisors the tools they need to compete against the robo-advisors that seem to be taking over wealth management. ” O’Brien adds that using emX Pro gives the advisors “a distinct competitive advantage.”

Advisors 16

Advisors Acquirers Process Posting 16

Fintech Labs Insights

MAY 12, 2015

This post is part of our live coverage of FinovateSpring 2015. The company is presenting its robo advisor 2.0 Hedgeable’s robo advisor 2.0 Hedgeable’s platform is not your typical cookie cutter robo advisor. Product Launch: May 2015. The post Hedgeable’s Robo Advisor 2.0

Risk Management 23

Risk Management Advisors Automation Risk 23

PYMNTS

DECEMBER 3, 2020

Deese has been a deputy director for the National Economic Council in the past, and has acted as deputy director of the Office of Management and Budget, and senior advisor to President Obama, CNBC reports. Under Obama's leadership, Deese worked to put together the bailout and reorganization of the U.S. automobile industry.

Advisors 57

Advisors Agreements Economy Finance 57

Fintech Labs Insights

DECEMBER 21, 2016

How did 2016 become the “most successful year to date” for wealth management platform developer, eMoney Advisor ? “This year we returned to our roots with an innovative product strategy that broadens the availability and quality of advice delivered through advisors,” O’Brien explained.

Advisors 15

Advisors Returns API Participant 15

Fintech Labs Insights

DECEMBER 22, 2015

2015 was another big year for mergers and acquisitions in the fintech industry. But looking just at those acquisitions for which figures were available, we can see that 2015 was a banner year in M&A (more than $7 billion) – and that’s just counting alums. Stratos Card , FinovateSpring 2015. Holy Yodlee!

Advisors 15

Advisors Acquirers Authentication Blockchain 15

Fintech Labs Insights

DECEMBER 11, 2015

Trizic , a startup that creates wealth management solutions to help advisors keep up with advancing technology, closed on $2 million in funding earlier this week. The San Francisco-based company’s Accelerator is a cloud-based advisory platform that caters to both advisors and their clients.

Advisors 18

Advisors API Compliance Automation 18

PYMNTS

JANUARY 11, 2021

Richard Holmes, previously CEO at Standard Chartered European, joined the Revolut team in October 2020 as a board advisor. The London-based FinTech was founded in 2015 and has secured more than $580 million in funding on a $5.5 He will be tasked with developing the board and leadership team. billion valuation.

Financial Crimes 86

Financial Crimes Deposit Account Cryptocurrency Advisors 86

Fintech Labs Insights

OCTOBER 7, 2015

Advisor Software is the leading cloud platform for the investment advice industry. “ Advisor Software Wealth Management Cloud: Advisor Software is providing an overview of its Wealth Management Cloud platform, including the 100+ APIs that comprise its comprehensive solution for the fintech developer community.

Advisors 24

Advisors API Product Innovation 24

Fintech Labs Insights

JULY 29, 2015

We’ve been teasing you for weeks with previews of the companies that will be taking the stage at FinDEVr 2015 San Francisco. Today we’re happy to unveil FinDEVr 2015’s full roster of platform-builders, API-developers, and tool-makers whose cutting-edge technologies are an indispensable part of fintech innovation.

API 26

API Advisors FinTech Returns 26

Fintech Labs Insights

OCTOBER 24, 2016

This means that financial advisors using Envestnet will now have a complete 360 degree view of their customers overall financial health. ” The integrated platform, including FastLink, also provides advisors with Envestnet’s reconciliation process. .

Advisors 16

Advisors Finance Reconciliation API 16

Fintech Labs Insights

JUNE 7, 2016

.” Stanich then explains that they’re doing something new within IBM called Client Insight for Wealth Management powered by IBM Watson , a solution to help advisors segment clients, predict life events and identify product and portfolio recommendations. Financial advisor dashboard. 2015 revenue of $81.7

Advisors 22

Advisors Regulatory Compliance API Credit Cards 22

PYMNTS

FEBRUARY 3, 2020

It was founded by James Farrar, who set up ClearBank in 2015, as well as Nick Evans, who started an agricultural tech company called Adaptris. Former Bank of England advisor Tim Fitzpatrick is on the bank’s board, as well as Huw Morgan, who was once an executive at HSBC.

Advisors 79

Advisors Authorization Security Regulations 79

Fintech Labs Insights

APRIL 17, 2016

Founded in 1999, it went public in 2000 and acquired data aggregation company Yodlee in August of 2015 for $660 million. At FinovateEurope 2016, the company launched Advisor Now , a digital advice portal to help traditional advisors compete with robo-advisors. That one platform is what we call Advisor Now.”

Advisors 15

Advisors Funds Transfer Rules Consumer 15

Fintech News

MAY 22, 2024

Founded in late 2015, the company provides regulated entities with tools to manage audit, risk, and compliance programs effectively. Many professional advisors also use Arctic Intelligence’s technology to assist their clients with financial crime risk assessments and compliance obligations.

Financial Crimes 67

Financial Crimes Crime APACS Risk Assessment 67

Fintech Labs Insights

AUGUST 20, 2024

Year founded: 2010 or earlier: 5 2011 to 2015: 5 2016 to 2019: 12 2020: 3 2021 or later: 0 Startup of the Month Bookkeeping built for innovators and growing businesses. 150,000 11 11 Autobooks 60 20 Aug 2024 2015 Detroit 98 140,000 9 9 Finally (was BackOffice) 53 20 Aug 2024 2018 Miami 98.6 120,000 15 15 Zeni 20 20 Aug 2024 2019 SF 47.5

Small Business 15

Small Business Accounts Processors FinTech 15

FICO

FEBRUARY 23, 2016

The China Financial Certification Authority expects that mobile banking customers will account for around 24% of the total e-banking users in 2015, and that 40% of those will buy financial products through their smartphones. We wanted an improved experience for our customers.

Online and Mobile Banking 58

Online and Mobile Banking Credit Cards Advisors Automation 58

FICO

AUGUST 15, 2017

Derek, a principal consultant with Fair Isaac Advisors who was named one of the Big Data 100 by DataIQ magazine in 2015, discusses the impact AI and machine learning have had in fraud detection, and the growing use in financial services. That's the message FICO's Derek Dempsey gives in a video interview recorded with Compare the Cloud.

AI 40

AI Fraud Detection Risk Management Advisors 40

PYMNTS

FEBRUARY 3, 2020

It was founded by James Farrar, who set up ClearBank in 2015, as well as Nick Evans, who started an agricultural tech company called Adaptris. Former Bank of England advisor Tim Fitzpatrick is on the bank’s board, as well as Huw Morgan, who was once an executive at HSBC.

Advisors 52

Advisors Authorization Security Regulations 52

FICO

SEPTEMBER 13, 2022

Between 2010-2015, missed payment balances decreased significantly; although they increased steadily between 2016-2020. These card performance figures are part of the data shared with subscribers of the FICO® Benchmark Reporting Service produced by FICO® Advisors, the business consulting arm of FICO. Work with our FICO Advisors team.

Credit Cards 52

Credit Cards Advisors Issuers Consulting 52

PYMNTS

AUGUST 2, 2016

The Council of Economic Advisors considers the change in the number of unbanked or underbanked to be heading in the right direction thanks to direct deposit, community development funding, and the efforts of the FinTech industry, but Bonnie Blankenship of the Cleveland Fed begs to differ. Here are the numbers: $32.5 households. households.

Direct Deposit 40

Direct Deposit Advisors Fed Checks 40

Fintech Labs Insights

NOVEMBER 18, 2014

I''ve got another installment or two in the pipeline, but since it''s already starting to feel like we are making our final descent into 2015, I wanted to take a step back and explain WHY those projects rose to the top. But in today interconnected "API" world, that is not the case.

Online and Mobile Banking 30

Online and Mobile Banking Non-Bank P2P Consumer 30

FICO

JULY 14, 2016

Jim Bander, national manager, Decision Science, Toyota Financial Services (2015 winner). Petr Kapoun, retail risk director, Česká Spořitelna (2015 winner). Nicole Sturgill, principal, Executive Advisor, CEB TowerGroup. Ken Elliott, global director of Analytics, Hewlett Packard Enterprise. Bill Fearnley, Jr.,

Regulatory Compliance 45

Regulatory Compliance Best Practices Advisors Compliance 45

CB Insights

NOVEMBER 15, 2017

RESEARCH BRIEFING: RISE OF ROBO-ADVISORS. CB Insights data reveals that insurers have also been actively making investments and acquisitions in the digital wealth management space, ranging from robo-advisors, to 401k plan service startups, to social trading investment networks. First Name.

Advisors 43

Advisors Acquirers Issuers Research 43

FICO

DECEMBER 22, 2016

Yarra Valley Water uses FICO® Blaze Advisor® decision rules management system and FICO® Decision Management Suite to reduce the time required to the water application process from months to minutes, without adding staff. The whole project was so successful that it earned Yarra Valley Water a 2015 FICO Decision Management Award.

Process 58

Process Advisors Rules Automation 58

PYMNTS

JANUARY 9, 2019

The data from PwC and CB Insights comes after three years of steady growth, with the average annual investment increase from 2015 to 2017 coming in at 28 percent. New data shows that venture capital funding of artificial intelligence (AI) companies jumped a whopping 72 percent last year, hitting a record $9.3 The largest AI deal in the U.S.

AI 54

AI Advisors End User Privacy 54

CB Insights

MARCH 14, 2018

A new crop of wealth tech startups, including robo-advisors Motif Investing and Wahed Invest , are creating low-account minimum, low-fee investment products aligned with investors’ social, religious, or economic values. Fintech companies focused on wealth management continue to gain popularity over traditional advisors.

Advisors 53

Advisors B2C On-Demand Product 53

CB Insights

DECEMBER 13, 2017

Since reaching its peak in 2015 with 51 deals, smart money VCs’ participation in cancer therapeutics has been slowing down, evidenced by two consecutive years of decreasing investments in this space. Notable mega-round deals from 2015’s high include Deerfield Management’s participation in Stemcentrx ’s $250M Series G in Q3’15.

Advisors 45

Advisors Participant Finance Research 45

Fintech Labs Insights

FEBRUARY 1, 2016

But there is no better way to describe the more than $3 billion in funding raised by Finovate alums in 2015. We previewed our alum funding for 2015 a few weeks ago with a look at investment in European-based alums. Highlights from 2015: Worldwide, 116 Finovate alums raised $3.1 Now we present the numbers for the entire world.

Acquirers 14

Acquirers Finance Multi-Currency Security 14

PYMNTS

JANUARY 19, 2018

The startup expects to get competing offers in the coming weeks, noted the report, with Morgan Stanley is acting as its advisor. In 2015 — with just 30 employees and three warehouses — Boxed raised $25 million in a Series B round of funding.

Advisors 51

Advisors Participant Consumer Technology 51

PYMNTS

MAY 9, 2016

The data show that since the October 2015 EMV liability shift, United States fraud attacks have jumped by 11 percent. From Q1 2015 to Q4 2015, the fraud attack rate on United States merchant websites skyrocketed from nine attacks per 1,000 transactions to 27 attacks per 1,000 transactions — a 215-percent increase. Karen Webster.

EMV 40

EMV Advisors PayPal Innovation 40

Fintech Labs Insights

JULY 1, 2024

These tools even have their own name, RegTech, a term coined by the UK’s Financial Conduct Authority (FCA) in 2015. And with millions of transactions daily covered by the regulations, financial institutions have long looked to automation to stay safe and compliant. Natuarally the topic is covered at every major fintech and banking event.

FinTech 15

FinTech NOV AML Advisors 15

Fintech Labs Insights

SEPTEMBER 8, 2015

The Sneak Peek series looks at the innovators demoing live on stage at FinovateFall 2015. Novabase is presenting Wizzio and MyWizzio powered by IBM Watson which empowers financial advisors to drive sales and productivity, while creating a more fluid and lasting conversation with clients.

Advisors 22

Advisors Innovation Posting Product 22

PYMNTS

JANUARY 15, 2018

True Fit , which describes itself as a “personalization platform for apparel and footwear,” raised the funds in a round led by Georgian Partners, with help from Cross Creek Advisors. was acquired by Japan’s largest online retailer, Rakuten , in 2015.

Returns 47

Returns Advisors API Participant 47

PYMNTS

MARCH 12, 2019

.” “The institutions have failed to sufficiently prioritize and resource their reviews, particularly as ASIC advised them to commence the reviews in mid-2015 or early 2016,” she said. According to reports, the banks are reviewing operations as far back as 10 years ago, with more than 7,000 advisors involved.

Regs 43

Regs Small Business Regulations Advisors 43