CB Insights

JANUARY 25, 2021

Europe-based wealth tech companies are leveraging online platforms, software, and other tools to provide alternative ways for retail investors and advisors to invest or manage money. Although 2020 wealth tech funding in Europe dipped from the highs set in 2019, it outpaced 2018 levels by 20%.

Advisors 77

Advisors Participant Research Posting 77

CB Insights

MAY 2, 2019

Former CEO, XL Group ; Senior Advisor, AXA Group. Download the free report to learn about the biggest emerging trends in the P&C market and strategies to watch for 2019. The post The Future Of Insurance 2019: Check Out The Full Agenda appeared first on CB Insights Research. CEO and Founder, SafetyCulture.

Checks 36

Checks Advisors Research Posting 36

PYMNTS

DECEMBER 18, 2018

This year, 2019 will likely be the first season that [holiday spending] will top $1 trillion,” Jamison explained. “I The retail environment is changing, and profoundly so, but the “retail apocalypse in the headlines” is not something the team at Visa sees as borne out by what’s happening on the ground.

AI 56

AI Consumer Credential Advisors 56

Fintech Review

FEBRUARY 3, 2025

Transaction Advisors AAH was advised on the transaction by Rajat Bangar of Welham Advisory. Amanda Parker, BCBA, founder of CABS, stated: Partnering with Already Autism Health allows us to build on our shared mission. Im excited for the opportunities this partnership will create for our team and the families we serve.

Accreditation 52

Accreditation Advisors Transactions Participant 52

CB Insights

DECEMBER 15, 2020

According to Refinitiv, financial advisors that incorporated digital tools saw a 77% increase in client retention. However, market volatility is proving that investors still want relationships with human advisors, who remain a critical part of wealth management. In turn, this is driving revenue for big banks. . Source: Bloomberg.

Posting 87

Posting Advisors B2C Acquirers 87

FICO

MARCH 17, 2020

The FICO® Blaze Advisor® Decision Rules Management System has also reduced decision time on applications down from two hours to 10 minutes, while improving controls, capturing rules and creating an audit trail. SA Taxi implemented FICO’s Blaze Advisor solution to increase its automated lending.

Automation 75

Automation Advisors Rules Audit 75

PYMNTS

DECEMBER 28, 2020

Mastercard’s Steve Sadove, senior advisor and former CEO of Saks called it a “healthy” number. Some predictions pre-holiday ranged as high as a 5 percent increase over 2019; some called for flat spending. percent in 2019. Take that period out to the “75 Days Of Christmas” and that number goes up to 3 percent. percent online.

Visa 104

Visa Economy Consumer Advisors 104

PYMNTS

NOVEMBER 2, 2020

The SEC has issued warnings in the past few months on ransomware, which involves attacks on broker dealers, investment advisors and investment companies, along with attacks on service providers that affect companies under the purview of the SEC. Clayton recommended that companies and individuals each perform digital hygiene, CNBC reported.

Cybersecurity 84

Cybersecurity Credential Compromise Ransomware 84

PYMNTS

MARCH 1, 2020

The move comes in the wake of the competition watchdog’s recommendation in 2019 for the government to facilitate a split of those services. The FRC said partners in those businesses shouldn’t be remunerated any longer for the shared pool of earnings that encompasses firms’ consultants and tax advisors.

Accounts 92

Accounts Audit Consulting Governance 92

PYMNTS

JULY 25, 2019

A new report from payments credit union service organization PSCU revealed that its owner credit unions saw banner results from the promotional programs offered through PSCU’s Advisors Plus during the two-day shopping event.

Credit Union 66

Credit Union Credit Union Service Organization Advisors Debit Card 66

CB Insights

NOVEMBER 21, 2019

While deals and dollars slowed to Canadian startups in the first half of 2019, early-stage startup activity suggests that there’s more to the story. GET THE ENTIRE 41-PAGE CANADA VC REPORT H1 2019. Canadian VC-backed companies saw funding drop 13% in H1 2019 compared to H1 2018. The 2019 Canadian fintech market map.

FinTech 93

FinTech End User Online and Mobile Banking Payment APIs and Integration 93

PYMNTS

DECEMBER 28, 2020

The fitness company said that Piper Sandler acted as financial advisor. The release said that North Castle had invested in Echelon in 2019 as part of the venture firm’s funding of businesses in the fitness, health and nutrition area. He said the new funding would “propel our business even further.”.

Participant 81

Participant Advisors On-Demand Product 81

PYMNTS

FEBRUARY 6, 2020

Reports indicated that the firm had gone so far as to hire financial advisors to guide it through the potential transition. during 2019. Grubhub’s sales were strong for the final leg of 2019, with a 19 percent increase to $341 million from $288 million at the same time last year. million users.

Advisors 84

Advisors Adjustments Enrollments Agreements 84

Fintech Finance

JUNE 27, 2024

Hanlon succeeds Pratik Gandhi, who joined the company in 2016 and took over as Nium’s COO in 2019. Gandhi will move away from his operating role in the company by the end of this year and will continue to be associated with Nium as Co-founder Emeritus and advisor to Nium’s CEO. “I

Cross-Border Payments 98

Cross-Border Payments Cross-Border Advisors Continuity 98

The Finance Weekly

APRIL 1, 2023

With over 20 years of experience at NBC Universal, including almost eight years as CFO of NBC/Telemundo-owned television stations, Dorfler joined the NBC sports group as Finance Chief in May 2019. She joined Root in April 2019 as the Chief Accounting Officer and has been serving as the company's deputy CFO since November 2022.

Finance 130

Finance Online and Mobile Banking Blockchain Advisors 130

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.

Finance 77

Finance Online and Mobile Banking Advisors Micro-Entry 77

PYMNTS

MARCH 11, 2020

SpotOn had a strong 2019 and wants to capitalize on its momentum by expanding further. The funding round was led by 01 Advisors, which is run by former Twitter executives Adam Bain, Dick Costolo and David Rivinus, as well as Dragoneer Investment Group, Franklin Templeton and EPIQ Capital Group.

FinTech 60

FinTech Advisors Returns Product 60

PYMNTS

JANUARY 14, 2021

PSCU’s Data & Analytics and Advisors Plus workforces collected and examined information from credit unions that harnessed PSCU for credit and/or debit processing during the 2020 and 2019 holiday seasons to calculate the 2020 holiday data. Payments credit union service organization (CUSO) PSCU reported 11.4 Purchases between Nov.

Volume 62

Volume Credit Union Credit Union Service Organization NOV 62

PYMNTS

APRIL 28, 2020

billion in sales from 2019. Lael Brainard, a former economic advisor for President Bill Clinton, will help to head up the project. The Federal Reserve is nearly ready to debut its new Main Street lending program, and it is reaching out to banks for advice, according to a report from CNBC.

Fed 73

Fed Federal Reserve Treasury Advisors 73

PYMNTS

JUNE 19, 2019

Together, Xero and Stripe will bring sophisticated payments tools to the growing community of small businesses, advisors and entrepreneurs who use Xero daily and who are critical drivers of our internet economy.”.

Small Business 68

Small Business Payments Tools Payments Reconciliation 68

The Fintech Times

MARCH 18, 2025

Founded in 2019 by Manpreet Haer and Zaki Farooq , PayFuture has offices in London, Dubai, Malta, and the Philippines. Orion, a provider of wealthtech solutions for financial advisors and the enterprise firms that serve them, has named Michael Mandelos executive vice president of wealth management product.

FinTech 59

FinTech Payment APIs and Integration Non-Bank APACS 59

PYMNTS

JULY 2, 2020

According to The Motley Fool, in the period after the May 19 reopening of half its stores, the retailer has reported that those stores averaged 50 percent to 60 percent of their 2019 sales. percent over 2019. And at a recent investor conference, Kohl’s showed some “Digital 3.0” Then there’s JCPenney. Finance’s The First Trade.

Shutdown 98

Shutdown Returns Caps Advisors 98

PYMNTS

DECEMBER 26, 2019

eCommerce sales hit a record high this year, with more people doing their holiday shopping online,” said Steve Sadove, senior advisor for Mastercard and former CEO and chairman of Saks Incorporated. There were 9,300 store closures in 2019, the most since numbers were tracked in 2012, according to Coresight, as reported by Financial Times.

Visa 53

Visa NOV Advisors On-Demand 53

FICO

FEBRUARY 21, 2023

An insider look at bankcard and consumer trends in Canada FICO Admin Tue, 07/02/2019 - 05:19 by Amir Sikander expand_less Back To Top Tue, 02/21/2023 - 16:00 Recession talks have increased over the last few months. in Q4 2022 (compared to Q4 2021) and average total sales was up 8% from December 2019. lower compared to 2019.

Credit Cards 52

Credit Cards Advisors Debit Card Consumer 52

PYMNTS

DECEMBER 26, 2019

The new Nasdaq record is attributed to key performers, including Amazon , as the online commerce juggernaut reported their 2019 holiday sales broke previous records. Investors have driven global stocks in the $51 trillion MSCI ACWI Index to a higher than 8 percent advance in the fourth quarter of 2019.

Treasury 56

Treasury Advisors Continuity Consumer 56

PYMNTS

APRIL 27, 2020

Credit union service organization (CUSO) PSCU compared the week ending April 19, 2020, to the same time frame in 2019 to discover what impact the coronavirus is having on consumer spending and shopping trends. Purchases at drug stores are down below 2019 spending levels.

Debit Card 60

Debit Card Credit Union Credit Union Service Organization Credit Cards 60

PYMNTS

JANUARY 30, 2020

Dark web” drug sales are notably high, increasing 60 percent and totaling $601 million from January to March 2019, according to Chainanalysis, a blockchain analysis firm and government advisor. Bitcoin has also been a crucial part of the recent increase in ransomware cyberattacks.

Bitcoin 61

Bitcoin Ransomware Money Laundering Cryptocurrency 61

PYMNTS

JANUARY 12, 2021

Michael Dubin, who began the brand in the early part of the last decade, previously told the board of his decision to leave his CEO role and remain with the firm as a special advisor and board member. percent Q3 fiscal 2019, while interest expense was $115.9 million in Q3 fiscal 2019. million in Q3 fiscal 2019.

B2C 58

B2C Advisors On-Demand B2B 58

PYMNTS

NOVEMBER 10, 2020

The late Roy Ash , financial advisor to U.S. million at the same point in 2019, according to the U.S. presidents and instrumental in establishing the government’s Office of Management and Budget (OMB) is quoted as saying, “An entrepreneur tends to bite off a little more than he can chew hoping he’ll quickly learn how to chew it.”.

Posting 90

Posting Economy On-Demand Advisors 90

PYMNTS

SEPTEMBER 24, 2019

Also participating were Group 11 and new investors Greenspring Associates, TrueBridge Capital Partners, and 01 Advisors, the latter launched by former Twitter executives, TechCrunch reported on Tuesday (Sept. San Mateo accounts payable automation startup Tipalti won $76 million in a funding round led by Zeev Ventures.

Accounts 49

Accounts Cross-Border Advisors Automation 49

PYMNTS

JUNE 10, 2020

Trustly had revenue of more than $147 million in 2019, according to Nordic Capital’s website. It is a testament to Trustly’s amazing success that Nordic Capital is able to attract such a consortium of world-class investors,” said Fredrik Näslund, partner at Nordic Capital Advisors, in a press statement.

Advisors 52

Advisors Credit Cards Payment Networks Payment Solutions 52

PYMNTS

JULY 12, 2020

Morgan , Bank of America , Merrill Lynch , Goldman Sachs and Deutsche Bank , and advisors PwC on how to move forward. billion — an exponentially higher number than the $334 million it thought it had in debt in 2019. million to make sure all systems were still online. billion in total debt.

Non-Bank 67

Non-Bank Advisors Blocks Consulting 67

PYMNTS

APRIL 22, 2020

While the country’s economy grew by 6 percent in the last quarter of 2019, it was hit with a loss of 6.8 Mohamed El-Erian, chief Allianz economic advisor, said the U.S. percent of GDP in the first quarter of this year. In the U.S., economy could shrink by 10 percent to 14 percent this year.

Economy 64

Economy Advisors Returns Rules 64

CB Insights

JANUARY 28, 2021

across 377 deals — a 12% increase in funding and a 20% increase in deals compared to 2019. Willis Re is one of the world’s leading reinsurance advisors. Q4’20 Insurtech Highlights: Insurtech funding finishes 2020 at a record high: With a strong final quarter, annual insurtech funding in 2020 reached an all-time high of $7.1B

Advisors 75

Advisors Risk Consulting Technology 75

PYMNTS

DECEMBER 29, 2018

“It was a very healthy holiday season all around,” Steve Sadove, senior advisor for Mastercard and former CEO and chairman of Saks Inc., While it might be nice to end on a note of optimism and assume that consumers will remain as confident — and thus as spending-enthused — in 2019, there is evidence that things may not quite be that simple.

Consumer 73

Consumer Federal Reserve NOV Advisors 73

PYMNTS

FEBRUARY 14, 2019

The Vatican also announced that its Academy for Life would sponsor a prize with Microsoft for the best doctoral dissertation in 2019 on “artificial intelligence at the service of human life.” Or they could be spies,” said Kevin McKee, faculty advisor for a high school hacking team in Santa Barbara, CA.

AI 61

AI Advisors Legal Laws 61

PYMNTS

APRIL 10, 2020

Knowing we have access to our 300+ physician advisors and 1,000+ registered dietitians, we want to lean into their expertise and share their empirical knowledge with our audiences. If the lower funnel flow is off, it will derail the entire funnel,” said Sacks.

Participant 96

Participant Advisors Credit Cards Consulting 96