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

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

FICO

SEPTEMBER 13, 2022

Plus, whilst in the months after restrictions ended sales increased to a high of £760 in December 2021, there remained continued strong percentage of payments to balance. Between 2010-2015, missed payment balances decreased significantly; although they increased steadily between 2016-2020. 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

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

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. “The billion with 6.7

CHIPS 50

CHIPS Chip Cards Advisors Continuity 50

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

PYMNTS

JULY 6, 2017

As the retail revolution continues to undergo its transition in today’s eCommerce-driven era, shopping malls are getting the brunt of the financial impact. eCommerce’s impact on the way people shop will likely continue to impact large-scale retail establishments. percent in 2016. percent to 8.1 percent in 2010 to 16.6

Void 43

Void Advisors Returns Continuity 43

CB Insights

DECEMBER 10, 2020

Addepar is a platform that helps financial advisors leverage data and customizable reports to communicate portfolio performance. Despite the economic uncertainty surrounding Covid-19, the largest US banks continue to invest in fintech companies. Better has reportedly funded $25B in loans since 2016. . First name. Company Name.

Credit Cards 101

Credit Cards Advisors Venmo Small Business 101

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

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

PYMNTS

JULY 22, 2019

He then spent four years as an angel investor and tech advisor before returning to eBay in 2016 to lead Platform Engineering. . Rawashdeh had technology leadership roles with eBay from 2003 to 2011 before heading over to Twitter to serve as vice president of infrastructure operation engineering at Twitter.

Blockchain 51

Blockchain Advisors Cryptocurrency Returns 51

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. As that concern wanes, however, it may be a good time for smaller companies to continue their international endeavors.

Cross-Border Payments 40

Cross-Border Payments Cross-Border Advisors Small Business 40

FICO

APRIL 9, 2018

Although results are still noticeably below those seen during the last economic downturn, more recent activity indicates possible areas of concern and debt stress: The percentage of 2 cycle accounts was 26% higher than in February 2016, and was the highest for February since 2014.

Posting 40

Posting Issuers Payer Risk 40

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 12

Regs AML Compliance Advisors 12

Fintech Labs Insights

AUGUST 22, 2024

QuickFi: Continues to disrupt equipment financing with mobile-first technology, expanding customer base. Fall 2022 (New York): Debbie: Raised $2.7M, continued expansion in automated financial services for personal finance management. seed round in Oct 2023 from 8 investors including YC and a16z (scout fund). SAVVI AI: Raised $5.6M

Online and Mobile Banking 15

Online and Mobile Banking Acquirers Payment APIs and Integration AI 15

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

Fintech Labs Insights

JUNE 13, 2016

What does it take to win a spot on the 2016 CNBC Disruptor 50 ? “We’re very proud to be continuously recognized by CNBC for our hard work and commitment to making smart investing easy,” Motif founder and CEO Hardeep Walia said. ” Sponsored by Nasdaq, the CNBC Disruptor 50 for 2016 was released last week. .”

Authentication 15

Authentication Small Business Payroll Advisors 15

PYMNTS

AUGUST 14, 2018

ATM servicer and software provider Diebold Nixdorf has hired financial advisors as it considers a sale. According to CNBC , sources revealed that “Diebold hired Credit Suisse and Evercore last week to help identify potential buyers,” though it is too early to determine a price for the company.

ATM 40

ATM Advisors Acquirers Innovation 40

PYMNTS

JULY 13, 2016

The findings were detailed in the latest 2016 AFP Liquidity Survey , underwritten by State Street Global Advisors (SSGA). “Bank relationships continue to grow in level of strategic importance for organizations,” said AFP CEO and President Jim Kaitz in a statement. The report was published on Tuesday (July 12).

AFP 40

AFP Rules Advisors Research 40

PYMNTS

DECEMBER 17, 2018

Yet, analysts found only a slight change in alternative finance use between 2016 and 2017, and nearly half of SMBs have still never turned to AltFin for financing. The accountant is then able to choose the best option for the company, and continues as the point of contact for funding providers. Key to this solution is the U.K.’s

Small Business 78

Small Business Finance Non-Bank Assessments 78

PYMNTS

MARCH 28, 2019

. “In 2017, expect to see a significant resurgence in interest in and adoption of dynamic discounting as one of the big shifts in B2B payments,” predicted Inspyrus founder and CEO Nilay Banker in an interview with PYMNTS in 2016. Sluggish Adoption. In 2019, it appears not much has changed.

Payments 47

Payments B2B Advisors Automation 47

PYMNTS

FEBRUARY 8, 2017

Their 2016 annual report encapsulates work focusing on several behavioral intervention programs. Through the research detailed in the 2016 annual report, Common Cents and MetLife learned that, while 36 percent of respondents have less than $500 in savings, 92 percent have specific actions in mind to alleviate their financial woes.

Research 40

Research Credit Union Advisors Consumer 40

PYMNTS

NOVEMBER 21, 2016

billion was invested in FinTech startups in Q3 2016 , calculated KPMG and CB Insights in their most recent Pulse Of Fintech report. Researchers agreed that this shows a continually high level of interest in the financial technology and innovation space among investors, despite the overall drop in VC funding. 83% of U.S.

Small Business 74

Small Business Research Advisors FinTech 74

PYMNTS

OCTOBER 1, 2018

Both the Securities and Exchange Commission (SEC) and the Department of Justice (DOJ) have officially ended a two-year investigation of LendingClub, its subsidiary LC Advisors (LCA), its founder and former CEO Renaud Laplanche and its former CFO Carrie Dolan. The build-back from the revelations of 2016 was a bit more of a lengthy process.

P2P 54

P2P Origination Underwriting Returns 54

PYMNTS

JANUARY 25, 2018

“Although it’s harnessing the latest innovations in tech, it offers a very simple way to access finance, as well as access to human financial advisors,” explained FSB London Chair Michael Lassman in a statement earlier this month. Stallon noted, though, that throughout these trends, small firms continue to struggle.

Small Business 49

Small Business Finance Governance Government 49

PYMNTS

JUNE 21, 2016

MasterCard announced today (June 21) the kickoff of the 2016 summer session of its Start Path Global program — a class offering support to the next generation of commerce and FinTech startups from around the world. Narrowing down from 500 to the seven startups selected for the summer 2016 class was no easy feat for MasterCard.

Visa 41

Visa Innovation Fraud Prevention P2P 41

CB Insights

AUGUST 7, 2017

The largest deals of the year so far include GRAIL ‘s $914M Series B (mentioned above), Outcome Health ‘s $500M growth equity round from investors such as capitalG and Goldman Sachs, and Guardant Health ‘s $360M Series E (also mentioned above), with investors including Khosla Ventures, Lightspeed Venture Partners, and OrbiMed Advisors.

Advisors 54

Advisors Continuity Product Research 54

PYMNTS

MAY 14, 2018

In a Forbes post on Sunday (May 13), Carson Block, chief investment officer of Muddy Waters Capital , said Symantec’s acquisition of Blue Coat Systems in 2016 might be part of the company’s current issues. Securities and Exchange Commission (SEC) and that it will continue to keep the government agency apprised of the inquiry.

Addressing 40

Addressing Blocks Audit Advisors 40

PYMNTS

MARCH 26, 2019

In 2016, researchers at Coversy revealed the majority of U.K. While organizations now realizing that ignoring FX management is no longer an option, they continue to face unexpected challenges beyond the financial impact of bank fees and conversion rates. billion paid to finserv providers in hidden cross-border payment fees in Europe.

Risk 69

Risk Cross-Border Cross-Border Payments Multi-Currency 69

PYMNTS

MAY 15, 2018

law enacted in late 2016 — the 21st Century Cures Act — calls on federal agencies, including the National Institute of Standards and Technology (NIST), to help promote more efficient data sharing among healthcare industry players. EHNAC said it will soon assemble a 10-to-15 person steering committee to guide the new accreditation program.

Accreditation 43

Accreditation Best Practices Interoperability Privacy 43

PYMNTS

AUGUST 25, 2016

To attend this live digital discussion on Wednesday, September 21, 2016 at 1:00 PM (EST), please complete the registration form shown below: [contact-form-7]. Karen Webster is one of the world’s leading experts on payments, commerce and retail innovation and a strategic advisor to CEOs and boards of multinational players in those sectors.

Best Practices 40

Best Practices Compliance Gateways Compromise 40

PYMNTS

MAY 27, 2016

The decline in revenue partly came from its shrinking footprint of Sears and Kmart stores — an initiative under which the company plans to shutter another 78 stores in 2016 and accelerating the closure of 50 stores that it had originally planned.

Advisors 40

Advisors Origination Business Continuity Continuity 40

PYMNTS

MAY 24, 2016

To attend this live digital discussion on Wednesday, June 15, 2016 at 1:00 PM (EST), please complete the registration form shown below. AR departments continue to print and mail invoices in-house, then process checks and apply cash manually. contact-form-7]. Live Discussion Overview: . Digital Discussion Host: Karen Webster.

Automation 43

Automation B2B Advisors Payments Trends 43

PYMNTS

DECEMBER 12, 2017

And as more small business accountants are struggling to meet expectations to act as strategic advisors to their clients, friction associated with manual payments can be an obstacle to growth. There is also the misconception that checks and wires are safer … than electronic payments, which is totally false,” the CEO continued.

Accounts 44

Accounts Wire Transfer Wire Wires 44

Fintech News

MARCH 18, 2024

Roojai Established in 2016, Roojai is an insurtech startup that builds online insurance products designed to be simple to understand, easy to use, affordable and with superior quality services. This capital injection is expected to fortify Bitkub’s financial stability, allowing it to continue operating in the volatile cryptocurrency market.

FinTech 105

FinTech Online and Mobile Banking Blockchain Product 105

PYMNTS

MARCH 22, 2016

Procurement for 2016 is all about a balancing act, says The Hackett Group in a new report examining how chief procurement officers will be handling the forces at play impacting their businesses this year. The Hackett Group spoke with major corporations across the U.S. and elsewhere and found a few key patterns among procurement executives.

Research 41

Research Advisors Volume Process 41