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).

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Advisors Blocks Facilitators API 25

Fintech Labs Insights

AUGUST 26, 2015

When the going gets tough in today’s wealth management business, the tough acquire robo-advisors. International risk and investment management titan BlackRock has agreed to acquire FutureAdvisor , the San Francisco-based online investment advisor founded in May 2010, for an undisclosed sum.

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Advisors Acquirers Automation Risk 28

Fintech Labs Insights

NOVEMBER 9, 2015

Sliced Investing takes a different approach, offering registered investment advisors access to alternative investments. At FinovateFall 2015 Sliced debuted its offering for institutional investors. This enables advisors to diversify clients’ portfolios by adding alternative investments. Launched 2014. $20+ 8 employees.

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Advisors Risk Management Agreements Risk 26

Fintech Labs Insights

SEPTEMBER 8, 2015

FinDEVr Previews highlight the companies that will present their latest developer tools, platforms, and integrations at FinDEVr 2015 San Francisco on October 6 and 7. The post FinDEVr Preview: Advisor Software appeared first on Finovate. Pick up your ticket before Friday, September 11 and save $100 on an Early Bird ticket!

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Advisors Payment APIs and Integration API Checks 21

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. The post How China Minsheng Bank Moved to Instant Credit Decisions appeared first on FICO.

Online and Mobile Banking 58

Online and Mobile Banking Credit Cards Advisors Mobile Banking 58

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.

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Consumer FinTech Advisors Cryptocurrency 72

CB Insights

SEPTEMBER 10, 2019

But legacy institutions are fighting back, cherry-picking the best financial innovations that their younger competitors develop — investment robo-advisors, AI-based budgeting, and expense monitoring — and incorporating them into their services. Investing: Robo-advisors and micro-investing lower barriers to entry.

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Finance Online and Mobile Banking Advisors Micro-Entry 77

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

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.

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Process Advisors Rules Automation 58

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.

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API Advisors FinTech Returns 26

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. The post Spotlight Your Success in the FICO Decisions Awards appeared first on FICO. Bill Fearnley, Jr.,

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Regulatory Compliance Best Practices Advisors Compliance 45

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.

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Advisors API Product Innovation 24

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. For more on this topic, read Scott Zoldi's blog posts on explainable AI.

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AI Fraud Detection Risk Management Advisors 40

Fintech News

MARCH 18, 2024

Monsinee Nakapanant, co-president of Ascend Money, told the Bangkok Post in May 2023 that TrueMoney aimed to have 50% of the Thai population using its services actively everyday by 2025 and sought to reach profitability that year. In addition, Opn offers consulting services through its Opn Pro brand. Net profit totaled THB 341 million (US$9.5

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FinTech Online and Mobile Banking Blockchain Product 109

Fintech Labs Insights

NOVEMBER 18, 2014

In late summer, I published a two-part post detailing the most important retail banking projects for next year ( here and here ). So in semi-prioritized order, here are six myths that continue to hamper the strategic planning of retail banks (at least in the United States). . But in today interconnected "API" world, that is not the case.

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Online and Mobile Banking Non-Bank P2P Consumer 30

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 85

Financial Crimes Crime APACS Risk Assessment 85

PYMNTS

JANUARY 19, 2018

A popular eCommerce retailer, which has been called the “Costco for millennials,” is attracting potential investors, according to The New York Post. The startup expects to get competing offers in the coming weeks, noted the report, with Morgan Stanley is acting as its advisor.

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Advisors Participant Consumer Technology 51

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.”

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Advisors Acquirers Process Posting 16

Finovate

DECEMBER 1, 2023

Founded in 2015, YieldStreet offers an alternative investment platform that provides access to a wide range of asset classes– including art, real estate, legal, corporates, consumer, and commercial– via single investments or funds. .” When combined with Cadre, YieldStreet will hold an investment value of more than $9.7

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Returns Advisors Legal Acquirers 59

Fintech Labs Insights

FEBRUARY 5, 2016

Advisor Software introduced its new, white-label, robo-advisor platform, ASI Digital Advisor , this week. The technology , announced at the TD Ameritrade National LINC conference in Florida, makes it easier for wealth managers and financial advisors to begin providing their clients with automated digital investment advice.

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Advisors API Compromise Automation 13

PYMNTS

OCTOBER 21, 2016

Before we jump into the post, here are a few quick facts about Madrid and its tech scene: The estimated population of Madrid is 6.5 million in private funding in 2015. Madrid was ranked in 12th place in the European Digital City Index 2015. billion that co-invests with VCs.

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FinTech AI Advisors Technology 71

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.

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Advisors API Compliance Automation 18

Finovate

DECEMBER 9, 2024

Moneyhub made its Finovate debut at FinovateEurope 2015 in London. combining app-based functionality with access to qualified financial advisors. Moneyhub made its Finovate debut at FinovateEurope 2015 in London and returned to the Finovate stage two years later for FinovateEurope 2017. based parent. Marygold & Co.

Payment APIs and Integration 52

Payment APIs and Integration Payment Initiation Acquirers Finance 52

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

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Advisors Regulatory Compliance API Credit Cards 22

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!

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Advisors Acquirers Authentication Blockchain 15

Fintech News

OCTOBER 22, 2024

Endowus is the first digital advisor in the region to span personal savings, private wealth and public pension, helping investors grow their wealth holistically, with conflict-free advice and access to institutional financial solutions at low and fair fees through a personalized digital wealth experience.

FinTech 110

FinTech Multi-Currency Online and Mobile Banking APACS 110

PYMNTS

APRIL 4, 2016

The upward trend was notable in 2015, when asking and effective rents grew by 2 percent and 2.2 San Francisco and Denver, for example, are both expected to post rent increases in excess of 10 percent. “In After years of slow growth brought on by the financial crisis, retail rents are recovering and are on the rise.

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Advisors Research Posting Consumer 40

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.

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Advisors Returns API Participant 15

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.

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Credit Cards Advisors Issuers Consulting 52

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. .

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Advisors Finance Reconciliation API 16

The Fintech Times

JANUARY 16, 2024

Atkins has previously worked at BZW, Banque Paribas, CIBC and HSH Nordbank (HSH), the latter including relocating to run HSH Singapore Treasury and Financial Markets ahead of moving to Lloyds Bank Commercial Markets Singapore in 2015. The post This Week in Fintech: TFT Bi-Weekly News Roundup 16/01 appeared first on The Fintech Times.

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FinTech Treasury Blockchain P2P 59

Fintech News

JUNE 3, 2024

Since its inception in 2015, MCI has facilitated investments and cultivated partnerships between its portfolio and the Mandiri Group. Founded by the cofounders of Decide.com (acquired by eBay), Iterative differentiates itself with partners, mentors, advisors, and investors who have all previously started, sold, and operated startups.

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FinTech Boot Camp Participant Online and Mobile Banking 120

Fintech Labs Insights

JULY 1, 2015

Be sure to register now for the only event exclusively for fintech developers, FinDEVr 2015, Oct 6-7 in San Francisco. The latest from FinDEVr 2015 presenters: Money Under 30 features personal finance apps from Personal Capital and Credit Karma. The post FinDEVr APIntelligence appeared first on Finovate.

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Advisors PayPal Consulting Finance 24

Fintech Labs Insights

AUGUST 24, 2015

DRAFT’s mobile app targets millenials with $100,000 to $1 million to invest and are underserved by traditional financial advisors. 3) Build rapport between client and advisor. Using the in-app sharing capability, users can send results to financial advisors to hold them accountable. Waitlist of 9,000. Founded 2014.

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Advisors Underserved Risk Accounts 28

Fintech Labs Insights

NOVEMBER 19, 2015

Robo-advisors have been on a roll. While these numbers are dwarfed by the $20 trillion wealth management market, robo-advisor growth has garnered much attention. The New York Times recently reported stats from these three robo-advisors. Investment Req’d. Average AUM/ User. Personal Capital. Wealthfront. $500.

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Advisors Posting 27

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. Jay Wong, Senior Business Developer.

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Advisors Innovation Posting Product 22

Fintech News

MARCH 6, 2024

She also served as the director of Hong Stone Investment Development Limited, a Hong Kong-based investment company, and was an advisor to the University of Melbourne’s accelerator program. The post Celebrating 10 Female Leaders Leading the Fintech Revolution in APAC appeared first on Fintech Singapore.

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APACS FinTech Online and Mobile Banking Multi-Currency 119