Fintech Labs Insights

DECEMBER 22, 2016

With Bespoke Custom Investing (BCI), Polly Portfolio offers financial advisors a platform that makes it easier to provide personalized financial management and investment plans. Advisors can either use their own model portfolios as a base investment strategy or select one of Polly Portfolio’s models.

Advisors 19

Advisors Risk API B2B 19

PYMNTS

MAY 16, 2016

According to recent data from the Associated Chambers of Commerce & Industry of India, the country’s eCommerce economy will reach $38 billion in annual sales by the end of 2016. As India Value Fund Advisors Partner Haresh Chawla commented to ET : “Consumer Internet startups find it difficult to navigate slowdowns.

Advisors 40

Advisors Economy On-Demand Consumer 40

CB Insights

JUNE 19, 2016

Investors in financial technology are identifying some problems with robo-advisors’ business models. In fact, Alan Gallo of American Express painted the business of robo-advising as even more fundamentally challenging than that of online lending marketplaces, which have been under fire … Continued.

Advisors 29

Advisors Continuity Technology FinTech 29

PYMNTS

JUNE 21, 2016

“Alexa, show me who snagged the top spots in the 2016 PYMNTS/Alexa Challenge.” 2016 PYMNTS/Alexa Challenge participants included: Best Innovation Group (BIG), DaVincian Healthcare, Discover, Exa, Feasty powered by Zipscene, FIS, Fiserv, ONvocal powered by People Power, USAA, Vantiv, Visa and Western Union. And the results?

Innovation 40

Innovation Non-Bank Consumer Participant 40

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

APRIL 19, 2016

Advisor Software (ASI) is a cloud provider of wealth management apps and APIs, and is a strategic partner of Salesforce. Why it’s great: ASI’s apps for Salesforce Financial Services Cloud put CRM at the center of advisor practice management, enabling financial advisors to be more efficient, scalable, and customer-centric.

Advisors 15

Advisors CRM API Acquirers 15

Fintech Labs Insights

SEPTEMBER 30, 2016

Three Finovate alums won their respective categories at the 2016 Wealth Management Awards. eMoney Advisor won the Client Portals and Innovation – Platform categories, and Betterment for Business won the 401(k) Retirement Plan Support Services Technology category. .” eMoney Advisor was founded by Edmond Walters in 2000.

Advisors 18

Advisors Innovation Compliance Technology 18

Fintech Labs Insights

JULY 20, 2016

Scott Guilfoyle and Annick Fuchs will serve as advisors for the Minneapolis, Minnesota-based payments innovator. Guilfoyle, who was SVP and CTO of PayPal from 2008 to 2012, will join Sezzle as an advisor. Fuchs, former Head of Legal at PayPal, will be Sezzle’s new legal advisor. ” . And in charging 1.5%

Advisors 13

Advisors PayPal Debit Card Legal 13

Fintech Labs Insights

JUNE 7, 2016

At FinovateSpring 2016 , the company’s presenter Rob Stanich (Global Wealth Management Offering Mgr.) Financial advisor dashboard. presenting at FinovateSpring 2016. Tailored news and alerts to streamline financial advisor prep before client meetings. Company facts: Headquartered in Armonk, NY. 300,000 employees.

Advisors 22

Advisors Regulatory Compliance API Credit Cards 22

Fintech Labs Insights

NOVEMBER 1, 2016

FinovateAsia 2016 is sponsored by: DBS Bank (Hong Kong) , InvestHK / Hong Kong Fintech Week , and KPMG. The post From Advisor to VP: A Profile of FinovateAsia Attendees appeared first on Finovate. Visit the FAQ section on the website or email asia@finovate.com. We’ll see you in Hong Kong!

Advisors 16

Advisors FinTech Finance Checks 16

Fintech Labs Insights

MAY 12, 2016

Heading into FinovateSpring 2016, we knew that one of the big themes would be the use of video for everything from authentication to improving customer engagement. And it seems like the hundreds of votes cast in our FinovateSpring 2016 Best of Show awards saw it the same way. We hope you enjoyed FinovateSpring 2016.

Financial Inclusion 22

Financial Inclusion Innovation Advisors Authentication 22

PYMNTS

NOVEMBER 30, 2020

The president-elect also officially appointed to the Council of Economic Advisers Jared Bernstein , a chief economist for Biden when he was vice president, and Heather Boushey , a top policy adviser to Hillary Clinton in 2016. He is a senior advisor at the Center for Strategic and International Studies.

Federal Reserve 56

Federal Reserve Treasury Advisors Fed 56

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

DECEMBER 21, 2016

At FinovateFall 2016, the company demoed the newest version of its wealth management offering, Mountain View 2 , an onboarding solution that helps advisors interact with clients in a non-intrusive and compliant manner. Mike Gardner (CEO) and Andrew Grocholski (Account Executive) demo Agreement Express at FinovateFall 2016.

Agreements 15

Agreements Advisors Non-Bank Correspondent 15

CB Insights

MAY 3, 2017

Medical device startups across the globe raised nearly $4B in equity financing in 2016, placing last year just behind the 5-year high of $4.1B NEA stands out as the most active investor in device startups with Versant Ventures, OrbiMed Advisors, and High-Tech … Continued.

Advisors 52

Advisors Acquirers Finance Continuity 52

PYMNTS

MARCH 3, 2020

After a two-year run on the job, Bindra decided to move back to San Francisco, although he will continue as an advisor for the company and support “strategic initiatives,” the company said Tuesday (March 3). He held that job from 2016 through 2019. Rau comes into the fold boasting more than two decades of experience in FinTech.

Push-to-Card 52

Push-to-Card BNPL Payments Advisors 52

Fintech Labs Insights

APRIL 17, 2016

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.” Used by 43,000 financial advisors to support over $800B in assets. Company facts: Founded in 1999.

Advisors 15

Advisors Funds Transfer Rules Consumer 15

Fintech Labs Insights

MAY 11, 2016

Advisor Software. Be sure to follow us on Twitter for our live coverage of FinovateSpring 2016. The post Welcome to FinovateSpring 2016: Day 2 appeared first on Finovate. NuData Security. The CardLinx Association. ForwardLane. Intermission with refreshments: 10:15am – 10:45am. Demo Session 6: 10:45am – 12:05pm.

CHIPS 14

CHIPS Advisors FinTech Security 14

Fintech Labs Insights

AUGUST 16, 2024

Small Businesses (SMB) in July 2024 The 13 Biggest Investment Advisor Tech, Wealthtech & Investech Conferences in 2024 Related: Top 7 Conferences for Fintech & Financial Institution Developers & CTOs in 2024 Top 21 Digital Online Bill Payment & Invoicing Solutions for U.S.

NOV 15

NOV Advisors Small Business FinTech 15

Fintech Labs Insights

AUGUST 20, 2024

It’s been a popular startup category with 15 of the top 25 companies founded since 2016. 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. So the market has been ceded to the entrepreneurs, and wow, have they shown up!

Small Business 15

Small Business Accounts Processors FinTech 15

PYMNTS

JANUARY 30, 2020

Biner-Hauser explained that Zermatt’s plan to accept bitcoin grew from evaluating another Swiss municipality, the canton of Zug, also known as “crypto valley,” which began accepting bitcoin in 2016. She is eager to see how many bitcoin transactions actually occur.

Bitcoin 61

Bitcoin Ransomware Money Laundering Cryptocurrency 61

Fintech Labs Insights

JUNE 2, 2016

Finovate alum Trunomi took home two awards at the 2016 Benzinga Fintech Awards this week. See the full list of 2016 finalists. The post Finovate Alums Earn Top Honors at 2016 Benzinga Financial Awards appeared first on Finovate.

Advisors 18

Advisors API FinTech Research 18

PYMNTS

JUNE 9, 2020

William Blair & Company and LionTree Advisors. Founded by tech veterans Daniel Schreiber and Shai Wininger in 2016, Lemonade is a property and casualty insurance carrier. The company began offering homeowners and renters insurance in New York in late 2016, and has expanded throughout the U.S. Morgan Stanley & Co.,

Underwriting 52

Underwriting Advisors Security Process 52

Fintech Labs Insights

MAY 17, 2016

“The combination of Midwinter’s advice software (AdviceOS) with SuiteBox sets a new benchmark for efficiency, compliance, and client engagement for advisors in Australia,” SuiteBox CEO Ian Dunbar said. Founded in 2013 and based in Auckland, New Zealand, SuiteBox demonstrated its technology at FinovateEurope 2016.

Advisors 14

Advisors Compliance Checks Regulations 14

FICO

NOVEMBER 26, 2018

An excellent example of this is African Bank, the seventh-largest bank in South Africa, which grew operating profit before tax by 67% in 2017, after launching in 2016. After adopting FICO’s Blaze Advisor decision rules management system, strategies were launched 35% faster and at 25% lower cost. For that, it needed third party FICO.

Advisors 53

Advisors Rules Technology Process 53

PYMNTS

OCTOBER 5, 2020

Anonymous sources have said that the owners, CVC Capital Partners and the Canada Pension Plan Investment Board , are looking into potential advisors and strategic options, with formal efforts toward a sale or initial public offering (IPO) expected to come sometime next year. They acquired Petco in 2016 for $4.6

Advisors 99

Advisors Acquirers Product Economy 99

FICO

DECEMBER 22, 2016

As 2016 draws to a close, I am grateful for the many, many ingenious ways customers use FICO® products to solve business problems. Clearly, FICO World 2016 was a bonanza of an opportunity for me to learn exactly how. Customers traveled to our event, held last April in Washington, DC, from all over the world.

Process 58

Process Advisors Rules Automation 58

CB Insights

DECEMBER 10, 2020

Addepar is a platform that helps financial advisors leverage data and customizable reports to communicate portfolio performance. Banks are losing their edge in investing and wealth management as consumers flock to trade brokerages, personal finance management tools, and robo-advisors. Mint, owned by Intuit, claims over 20M users. .

Credit Cards 101

Credit Cards Advisors Venmo Small Business 101

PYMNTS

MARCH 13, 2019

Founded in 2012, Jumia also became the first African unicorn startup in 2016 after a $326 funding round that included Goldman Sachs, AXA and MTN. The company’s lead advisor on the listing is Morgan Stanley. million (nearly $106 million USD) in revenues in 2017, an 11 percent increase from 2016.

Advisors 51

Advisors Consumer Security Process 51

Fintech Labs Insights

JANUARY 5, 2016

Specializing in providing backoffice tools ranging from escrow, AML, and payment processing, FundAmerica gives investment advisors, broker-dealers, and platform operators the technology to make sure their crowdfunding businesses run efficiently and remain compliant. Grow staff from 21 to 50. Launch EB-5 services.

Regs 15

Regs AML Compliance Advisors 15

PYMNTS

SEPTEMBER 13, 2016

The site upgrades follow along with improvements BJ’s has been making throughout 2016 to its multichannel offerings. The Tech Advisors service provides members with free technical support for various tech and electronics products, both before and after purchase.

Advisors 62

Advisors Research Service Provider Product 62

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

JANUARY 15, 2021

Lore joined Walmart after selling his startup Jet.com to the retail giant for $3 billion in 2016. 31 but will continue to serve as an advisor to Walmart through September to fulfill his 5-year contract, according to the K1 filing with the SEC. In an interview with Recode on Friday (Jan. He officially leaves his post on Jan.

On-Demand 55

On-Demand Advisors Continuity Research 55

PYMNTS

MAY 17, 2017

percent of revenue for cards globally manufactured in 2016. billion in 2016, resulting in 35.4 The global card industry continues to provide growth opportunities in several geographic regional and vertical markets,” Al Vrancart, ICMA founder emeritus and industry advisor, said in the press release. in revenue in 2016.

CHIPS 50

CHIPS Chip Cards Advisors Continuity 50

FICO

JUNE 24, 2018

Since its deployment of FICO ® Blaze Advisor ® decision rules management system and custom analytic models in August 2016, CGC has reduced non-performing loans to just 3 percent of the loan book and has had only one default. For its achievements, CGC has won the 2017 FICO Decisions Award for Decision Management Innovation.

Small Business 40

Small Business Automation Risk Assessment Advisors 40

PYMNTS

APRIL 12, 2017

The businesses with a global view, though, are even more likely to see success, researchers found, with 52 percent of exporting SMEs planning to grow — up from 41 percent in Q4 2016. Managing global supplier payments is a time-consuming, risk-prone and arduous task,” warned PayStream Advisors Research Associate Anna Barnett in a statement.

Cross-Border Payments 40

Cross-Border Payments Cross-Border Advisors Small Business 40

PYMNTS

FEBRUARY 15, 2018

Last year, a former advisor of President Barack Obama spoke on the issue , saying that Google and Amazon are two companies that will bring on the next wave of change in small business lending. “I I think they are going to dominate the market, and that is the next phase that’s coming,” said Karen Mills, Obama’s former small business advisor.

Risk 41

Risk Small Business Advisors Credit Risk 41