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. Follow FinDEVr on Twitter and keep an eye out for our weekly FinDEVr APIntelligence blog posted every Wednesday. The post 12 New FinDEVr 2015 Presenters Announced appeared first on Finovate.

Advisors 31

Advisors API FinTech Posting 31

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.

Advisors 13

Advisors API Compromise Automation 13

Fintech News

APRIL 17, 2024

Robo advisors have emerged as a game-changer in Singapore, transforming the way Singaporeans approach investment and wealth management. The adoption of robo advisors in Singapore has seen significant growth, to the extent the assets under management (AUM) in the robo-advisors market in Singapore is projected to reach nearly US$1.49

Advisors 119

Advisors Online and Mobile Banking Risk Returns 119

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

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 Technology 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

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

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.

AI 40

AI Fraud Detection Risk Management Advisors 40

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

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

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 82

Financial Crimes Crime APACS Risk Assessment 82

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 Automation 58

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.,

Regulatory Compliance 45

Regulatory Compliance Best Practices Advisors Compliance 45

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

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

FinTech 105

FinTech Online and Mobile Banking Blockchain Product 105

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

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.

Online and Mobile Banking 30

Online and Mobile Banking Non-Bank P2P Consumer 30

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.

Advisors 51

Advisors Participant Consumer Technology 51

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.

Advisors 22

Advisors Innovation Posting Product 22

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.

Advisors 24

Advisors PayPal Consulting Finance 24

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.

Advisors 40

Advisors Research Posting Consumer 40

Fintech Labs Insights

DECEMBER 22, 2016

Polly Portfolio Unveils Bespoke Custom Investing Platform for Financial Advisors. ” Charlotte Business Journal names Passport among its Fast 50 award winners for its more than 475% revenue growth from 2013 to 2015. This post will be updated throughout the day as news and developments emerge. Around the web.

Advisors 21

Advisors Agreements Posting Accounts 21

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

Fintech Labs Insights

JULY 29, 2015

Ripple Labs appoints former Treasury Department official, Michael Barr, as an advisor. NAMU Systems wins “Most Personalized Banking Experience” award from EPAM at the 2015 Citi Mobile Challenge in EMEA. Coinbase earns a spot in MIT Technology Review’s 50 Smartest Companies in 2015.

Advisors 25

Advisors Treasury Bitcoin Small Business 25

Fintech Labs Insights

SEPTEMBER 14, 2015

Join Fiserv at FinovateFall 2015 in New York this week. DriveWealth names Jacques Perold as Executive Advisor. This post will be updated throughout the day as news and developments emerge. This post will be updated throughout the day as news and developments emerge. PYMNTS takes a look at the road ahead for Monitise.

Credit Union 24

Credit Union Advisors API Posting 24

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.

Advisors 27

Advisors Posting 27

Fintech Labs Insights

JANUARY 31, 2017

Betterment unveils new multi-plan offering with access to human advisors. D3 reports record revenue in 2016, up 160% from 2015. This post will be updated throughout the day as news and developments emerge. This post will be updated throughout the day as news and developments emerge.

Advisors 18

Advisors Acquirers Posting Accounts 18

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.

Advisors 28

Advisors Underserved Risk Accounts 28

Fintech Labs Insights

NOVEMBER 10, 2023

7,270 $4,100 4 Revolut 3004 2015 London 11,460,000 $1,700 5 Chime 2727 2012 SF 10,710,000 2.6 39,600 $587 7 Credit Sesame 1196 2010 SF 5,730,000 $172 8 Marcus (Goldman Sachs) 1149 2017 Salt Lake City 5,670,000 $0 9 Monzo 1089 2015 London 3,390,000 $1,100 10 MoneyLion 873 2013 NYC 1,260,000 4.6 2 $520 12 Acorns 613 2012 LA 2,170,000 2.3

NOV 15

NOV Consumer Online and Mobile Banking Small Business 15

Fintech Labs Insights

OCTOBER 5, 2015

Around the web: MoneyRates column on robo-advisors features Blooom CEO, Chris Costello. Join Markit in San Francisco for FinDEVr 2015. See EVO Snap* at FinDEVr 2015 in San Francisco. This post will be updated throughout the day as news and developments emerge. The post Finovate Alumni News appeared first on Finovate.

EMV 23

EMV Advisors Automation Accounts 23

Fintech Labs Insights

AUGUST 10, 2015

Misys shortlisted in three different categories in the CIR 2015 Risk Management Awards. Personal Capital CEO Bill Harris writes about the rise of rob-advisors in a column for Investment News. This post will be updated throughout the day as news and developments emerge. Around the web.

Advisors 25

Advisors Risk Management Risk Posting 25

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. This week the robo-advisor announced another endorsement. RBC makes it clear that Investor Gateway is not meant to replace traditional financial advisors.

Advisors 16

Advisors Gateways Acquirers Consulting 16

Fintech Labs Insights

JULY 31, 2015

Spend Matters highlights Tradeshift as a company to watch in 2015. Tradier Announces 75+ Investor Platforms And Advisors Integrating With Its API. This post will be updated throughout the day as news and developments emerge. The post Finovate Alumni News appeared first on Finovate.

Fraud Detection 26

Fraud Detection Advisors API Posting 26