CB Insights

DECEMBER 10, 2020

For example, stock trading app Robinhood’s commission-free approach to investing has forced incumbents to follow suit, while products like Venmo and Cash App have disrupted peer-to-peer payments. . Products enabling peer-to-peer (P2P) payments are also targeting the traditional bank’s hold on payments systems. .

Credit Cards 101

Credit Cards Advisors Venmo Small Business 101

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. ” . ” .

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. Understanding client product propensities to better address client need’s and expand client relationships. Company facts: Headquartered in Armonk, NY.

Advisors 22

Advisors Regulatory Compliance API Credit Cards 22

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

PYMNTS

SEPTEMBER 13, 2016

. “By investing in our omnichannel offerings, we’re making it easier than ever for members to join our club, research products and shop at BJ’s,” said Bari Harlam, executive VP of BJ’s Wholesale Club.

Advisors 62

Advisors Research Service Provider Product 62

Fintech Labs Insights

AUGUST 16, 2024

My favorite real job had been as a loan/mortgage product manager at Rainier Bank (now BofA). Small Businesses (SMB) in July 2024 The 13 Biggest Investment Advisor Tech, Wealthtech & Investech Conferences in 2024 I ended up pivoting to the fledgling online banking world, and I’m super glad I did.

NOV 15

NOV Advisors Small Business FinTech 15

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

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

Fintech Labs Insights

DECEMBER 21, 2016

Onboarding software provider Agreement Express helps wealth management firms, payments, and insurance companies create and manage a consistent onboarding experience across channels for all of their product offerings. Mike Gardner (CEO) and Andrew Grocholski (Account Executive) demo Agreement Express at FinovateFall 2016.

Agreements 15

Agreements Advisors Non-Bank Correspondent 15

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

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

OCTOBER 20, 2016

To attend this live digital discussion on Wednesday, November 2, 2016 at 1:00 PM (EST), please complete the registration form shown below: [contact-form-7]. Vice President, Product Management, Payment Security at CA Technologies. James Rendell heads Payment Security Strategy and Product Management for CA Technologies.

Card Issuer 76

Card Issuer Issuers Security Online and Mobile Banking 76

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. Jason Raznick, founder and CEO of Benzinga, congratulated this year’s winners, praising their “forward thinking and product development.”

Advisors 18

Advisors API FinTech Research 18

Fintech News

MARCH 18, 2024

The company operates TrueMoney, a fintech platform and super-app that provides products and services including the TrueMoney Wallet, WeCard by MasterCard, TrueMoney Cash Card, Kiosk, Express, Payment Gateway, and Remittance. million) in insurance premium in 2022 and experienced a 144% increase in commissions from financial products.

FinTech 105

FinTech Online and Mobile Banking Blockchain Product 105

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

AUGUST 12, 2019

It is easy to wag a finger at consumers not price-shopping their car loans, mortgages or personal loans carefully, Lulic said — but only if one overlooks the fact that comparison shopping lending products is not nearly as easy as comparing consumer goods. So he built one. An Information-Rich Marketplace .

Advisors 70

Advisors Consumer AI Product 70

PYMNTS

JULY 22, 2019

Online platform eBay announced it has tapped Peter Thompson, former vice president of Amazon’s Alexa Voice Services, as its new senior vice president and chief product officer. Thompson has more than 20 years of experience building new products and services across a range of industries and technologies.

Blockchain 51

Blockchain Advisors Cryptocurrency Returns 51

FICO

SEPTEMBER 13, 2022

Will the practices necessary to manage persistent indebtedness cause a false impression if more customers are forced towards minimum payments and are therefore moved out of cards to other products, or migrate to using ‘Buy Now Pay Later’? Work with our FICO Advisors team. Average Balances. Read more posts on UK cards. Liz Ruddick.

Credit Cards 52

Credit Cards Advisors Issuers Consulting 52

PYMNTS

SEPTEMBER 30, 2016

To attend this live digital discussion on Thursday, October 13, 2016 at 1:00 PM (EST), please complete the registration form shown below: [contact-form-7]. In 2008, before its acquisition by PayPal, Michael led Product at Fraud Sciences, where he faced some of the most challenging questions in the cyber security ecosystem.

Advisors 65

Advisors PayPal Innovation B2B 65

PYMNTS

SEPTEMBER 6, 2019

billion, according to a release by FT Partners, who served as a strategic advisor on the deal. Started in 2016 by CEO Mike Rowell and Mike Paulus, Assurance is a direct-to-consumer (DTC) company that sells personalized health and financial wellness solutions. The terms of the acquisition include upfront compensation of $2.35

Acquirers 49

Acquirers Advisors Addressing Consumer 49

PYMNTS

SEPTEMBER 13, 2016

To attend this live digital discussion on Thursday, September 22, 2016 at 1:00 PM (EST), please complete the registration form shown below: [contact-form-7]. Chief Products Officer, ThreatMetrix. Prior to ThreatMetrix, he was founder and Chief Products Officer at NetPriva (now part of Riverbed). Presenters: . Alisdair Faulkner.

Identity Theft 76

Identity Theft Cross-Border Best Practices Advisors 76

Finovate

APRIL 5, 2024

Lidya – Founded in 2016 in Lagos, Nigeria. Offers digital banking services including a receivables-based loan product. Offers an evidence-based, hybrid robo advisor that helps individuals build and manage their own investment strategy. OUTvest – Founded in 2017. Headquartered in Centurion, South Africa.

Finance 64

Finance Payments Digital Currency FinTech 64

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. Winners will be featured in presentations at FICO World 2016 in Washington D.C., April 26-29.

Online and Mobile Banking 58

Online and Mobile Banking Credit Cards Advisors Automation 58

Fintech Labs Insights

JULY 2, 2024

My favorite real job had been as a loan/mortgage product manager at Rainier Bank (now BofA). Before becoming an indie online banking/fintech analyst in the mid-1990s, I tried to do the same in the consumer loan/mortgage industry. I ended up pivoting to the fledgling online banking world, and I’m super glad I did.

NOV 15

NOV AI Advisors FinTech 15

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. Open Banking can indeed streamline the process through which small businesses explore a variety of financing products from many sources, both traditional and non-traditional.

Small Business 78

Small Business Finance Non-Bank Assessments 78

Fintech Labs Insights

OCTOBER 6, 2016

A look at the companies demoing live at FinovateAsia on November 8, 2016 in Hong Kong. Bambu is a B2B robo-advisor based in Singapore that offers digital wealth services to all companies, financial and consumer brands, looking to offer savings and investment to their customers. Unique ranking system for private banking product.

Advisors 20

Advisors Risk Management Consulting B2B 20

PYMNTS

APRIL 15, 2016

The suite, known as SOHO VR, includes every basic function that retailers expect — like product search and checkout support — and some that might be a bit new to them — like 3D-rendered item display and enhanced details to better suit browsing in a virtual showroom.

Ubiquitous 40

Ubiquitous Advisors On-Demand Product 40

PYMNTS

NOVEMBER 4, 2016

. “ Selfies do not just convey the information your naked eye can see, but the image may contain metadata, including additional details about you or where the picture was taken,” added David Maynor, who is a hacking advisor to the “Watch Dogs 2” developer team, in the report. will develop AI and other technologies.

AI 67

AI Advisors Research Addressing 67

PYMNTS

FEBRUARY 8, 2017

Their 2016 annual report encapsulates work focusing on several behavioral intervention programs. When customers experience a cash-flow issue, we work with those financial institutions to enable greater financial stability, expanded product usage and ongoing loan buffers along with other credit-based product payments.”.

Research 40

Research Credit Union Advisors Consumer 40

PYMNTS

NOVEMBER 29, 2016

To attend this live digital discussion on Thursday, December 8, 2016 at 1:00 PM (EST), please complete the registration form shown below: [contact-form-7]. – Incorporating financial health into products and services to produce new opportunities that benefit consumers and providers. Digital Discussion Presenters: David Pommerehn.

Non-Bank 57

Non-Bank Small Business Regulations Innovation 57

PYMNTS

AUGUST 14, 2018

ATM servicer and software provider Diebold Nixdorf has hired financial advisors as it considers a sale. “The company is in constructive and productive discussions with its lenders regarding its future financial flexibility, and expects to reach a resolution in the near-term,” Diebold said in the statement.

ATM 40

ATM Advisors Acquirers Innovation 40

PYMNTS

SEPTEMBER 27, 2016

To attend this live digital discussion on Wednesday, October 19, 2016 at 1:00 PM (EST), please complete the registration form shown below: [contact-form-7]. Previously, Allison served as SVP of Product Management & Marketing at Merrill Corporation. Digital Discussion Host: . Karen Webster. CEO, Market Platform Dynamics.

Acquirers 60

Acquirers Laws Payments Industry Trends 60

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

We define digital health as companies in the healthcare space that use software as a central piece of the company’s product offering, including but not limited to mobile health, telemedicine, genomics, and electronic medical records. Products like pharmaceuticals, mechanical devices, and hospital systems are excluded.

Advisors 54

Advisors Continuity Product Research 54

PYMNTS

JUNE 12, 2018

When Sephora announced the launch of a new 2,000-square-foot concept store in Boston last year , it unveiled a marriage of brick-and-mortar and digital: The store allowed customers the ability to order products in-store from the Sephora website, and it announced same-day pickup through its Sephora app, too.

Consumer 43

Consumer Point-of-Sale (POS) Enrollments Addressing 43

Fintech Labs Insights

DECEMBER 21, 2016

Roots Rock: eMoney Advisor Reports Breakout Revenue Metrics for 2016. Qumram wins 2016 Private Banking International (PBI) award for Outstanding Front-End Digital Solutions Provider. Luxoft wins Best Enterprise Systems Integrator in Constellation Research’s 2016 Enterprise Awards. On Finovate.com. Around the web.

Cross-Border 16

Cross-Border Advisors P2P Checks 16

Fintech Labs Insights

JANUARY 31, 2017

Betterment unveils new multi-plan offering with access to human advisors. Fidor partners with EPAM Systems to gain access to additional product development and software engineering talent. D3 reports record revenue in 2016, up 160% from 2015. Green Dot to acquire UniRush and its prepaid card business, RushCard, for $167 million.

Advisors 18

Advisors Acquirers Posting Accounts 18