CB Insights

MARCH 22, 2023

The retirement investment market includes companies that aim to improve advisors’ retirement offerings by providing payroll integrations and other retirement-focused portfolio-building solutions within the same platform. Want the full expert post? Become a CB Insights customer. If you’re already a customer, log in here.

Advisors 59

Advisors Payroll Research Posting 59

PYMNTS

NOVEMBER 10, 2020

The late Roy Ash , financial advisor to U.S. Peculiarities of those personae are identified by PYMNTS researchers in exhaustive COVID studies as social shifters, safety shifters, convenience shifter and office shifters. Get a pack of gum for chewing practice, because Ash’s aphorism is being mightily tested.

Posting 90

Posting Economy On-Demand Advisors 90

Fintech News

OCTOBER 13, 2024

This tool uses a sophisticated AI stack that combines large language models (LLMs) with various AI/ML models developed by Arta’s researchers. The company also welcomed Ralph Hamers, former CEO of UBS, as an external senior advisor to guide the company’s global growth strategy.

Finance 95

Finance Accreditation AI Advisors 95

CB Insights

APRIL 3, 2023

For example, Morgan Stanley is using OpenAI-powered chatbots to assist financial advisors as a knowledge resource that leverages the firm’s internal repository of research and data. Want the full post? The post 3 applications of generative AI in financial services appeared first on CB Insights Research.

AI 77

AI Advisors Research Posting 77

CB Insights

AUGUST 8, 2017

In the battle for assets under management (AUM), incumbent wealth management firms have faced significant pressure from insurgent robo-advisors, as investors have poured over $1.6B into robo-advisors across 151 investments since 2013. Want the full expert post? Become a CB Insights customer.

Advisors 48

Advisors Posting Research 48

CB Insights

NOVEMBER 30, 2017

Launched in 2013, Acorns is a new breed of robo-advisor. RESEARCH BRIEFING: RISE OF ROBO-ADVISORS. Want the full expert post? Users link their credit card to their Acorns account and let Acorns “keep the change” on every transaction. Become a CB Insights customer.

Advisors 51

Advisors Credit Cards Research Transactions 51

CB Insights

MARCH 22, 2023

Business-to-business (B2B) companies in this market provide financial advisors and portfolio managers with access to alternative investment opportunities as well as related educational material that they can integrate into their client portfolios. Want the full expert post? Become a CB Insights customer.

Advisors 66

Advisors B2B Research Posting 66

PYMNTS

JUNE 1, 2020

“ATMs have always been [extensions of] credit union branches, and this is never more evident than when branches face modified hours and temporary closures,” Glynn Frechette , senior vice president of Advisors Plus at PSCU told PYMNTS. PYMNTS’ research shows that data security is the foremost reason for preferring biometrics, with 65.2

Credit Union 57

Credit Union ATM Posting Void 57

FICO

FEBRUARY 7, 2023

Home Blog FICO Top 5 Scores Posts of 2022: Steady FICO Score, BNPL and Alternative Data 2022 marked the first year in over a decade the average FICO Score did not increase, while the industry’s attention remained on topics such as alternative data and BNPL. Read the full post 2. Read the full post 3. Read the full post 4.

BNPL 52

BNPL Posting Underwriting Credit Risk 52

FICO

FEBRUARY 12, 2023

Home Blog FICO Top 5 Customer Development Posts of 2022: Digital Banking and Pricing Opti The most popular posts in our Customer Development category dealt with digital banking, optimizing credit line increases, loan pricing and machine learning for credit risk models. Here are extracts from those customer development posts.

Posting 52

Posting Online and Mobile Banking Credit Limit Risk 52

The Fintech Times

SEPTEMBER 12, 2024

This year includes a new payment vertical, The Payments Power 50 in an exclusive partnership with Payments Cards & Mobile, the market intelligence hub for global payments news, research, and consulting. The post The Fintech Power 50 Calls for Nominations for Innovative Fintechs appeared first on The Fintech Times.

FinTech 59

FinTech Innovation Embedded Finance Advisors 59

CB Insights

OCTOBER 31, 2022

To continue competing in this modern landscape, traditional advisors are turning to technology solutions to streamline and scale manual processes, as well as expand offerings. Want the full expert post? The post 89 companies reshaping the investment and financial advising landscape appeared first on CB Insights Research.

Advisors 68

Advisors AI Automation Research 68

The Fintech Times

FEBRUARY 14, 2024

LLC (NMIM) and Mason Street Advisors LLC (Mason Street) (collectively, Northwestern Mutual), agreed to pay a $16.5million penalty; Guggenheim Securities LLC (Guggenheim Securities), together with Guggenheim Partners Investment Management LLC (GPIM) (collectively, Guggenheim), agreed to pay a $15million penalty; Oppenheimer & Co.

Compliance 72

Compliance Advisors Security Encryption 72

The Fintech Times

SEPTEMBER 10, 2024

Unbiased , the financial advisor marketplace, commissioned YouGov , the market research firm, to find out how prepared UK citizens are for retirement. And, as our research shows, too many people in the UK are approaching retirement without a clear plan. “It’s crucial not to bury your head in the sand.

Advisors 59

Advisors Research Governance Government 59

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. Want the full expert post? The post 75+ Companies Reinventing Wealth Management In Europe appeared first on CB Insights Research.

Advisors 77

Advisors Participant Research Posting 77

Fintech Review

SEPTEMBER 3, 2024

A token launch involves complex challenges, prompting many blockchain projects to hire multiple external advisors for tasks like tokenomics modeling, market maker engagement, and exchange listing. These engagements can be costly and often lead to operational inefficiencies, given that few advisors operate an end-to-end process.

Caps 52

Caps Blockchain Advisors Automation 52

CB Insights

JULY 17, 2019

Want the full post? The post Client Note: JP Morgan Announces Robo-Advisor, Big Tech In Finance Gets Pushback, $500M For India-Based Food Delivery, And More appeared first on CB Insights Research. Become a CB Insights customer. If you’re already a customer, log in here.

Advisors 28

Advisors Finance Digital Currency Research 28

CB Insights

NOVEMBER 4, 2022

The future of investing will be built around key technologies such as: Alternative investing platforms that open access to non-traditional assets like private equity, real estate, art, and crypto for retail investors and their advisors. download the Future of Investing REPORT. First name. Company Name. Phone number.

Technology 66

Technology Advisors Assessments Blockchain 66

The Fintech Times

MAY 3, 2024

In the third annual report , produced in partnership with global market research firms Forrester and Ipsos , Sopra Steria and Sopra Banking Software reveal how AI, as well as new and emerging regulations surrounding open banking , are impacting how banks approach the space. Is AI the key to a new frontier of banking?

AI 72

AI Advisors Participant FinTech 72

CB Insights

SEPTEMBER 30, 2020

Amid the Covid-19 outbreak, robo-advisors and online brokerages reported record-high user activity, as the pandemic accelerated digital adoption. Want the full expert post? The post Wealth Tech Market Map: 110+ Companies Building The Next Generation Of Wealth Management Tools appeared first on CB Insights Research.

Advisors 80

Advisors Research Posting 80

Finovate

APRIL 9, 2024

Features Reduces exorbitant research costs Reduces time from ideation to investment theme execution Offers a virtual global equity analyst Who’s it for? Global allocation specialists, RIAs, institutional money managers, global equity analysts, ETF sponsors, financial services companies, and robo-advisors.

Financial Literacy 52

Financial Literacy Credit Union AI Credential 52

CB Insights

JUNE 1, 2021

SpotOn , a digital payment company, has raised $125M in a Series D with participation from Andreessen Horowitz, DST Global, and 01 Advisors, among others. Want the full post? The post Andreessen Horowitz-Backed SpotOn Raises $125M, Hitting Unicorn Status appeared first on CB Insights Research.

Advisors 68

Advisors Participant Research Digital Payments 68

The Fintech Times

OCTOBER 6, 2024

Loqbox ’s research also reveals the potential long-term financial consequences of avoiding money conversations. Sixteen per cent seek advice from financial professionals like financial advisors. The post Talk About it: Loqbox Reveals Ways Of Improving Financial Wellbeing appeared first on The Fintech Times.

Finance 52

Finance Advisors Research Addressing 52

The Fintech Times

JUNE 18, 2024

Among them, over 70 per cent are seeking a new financial advisor to manage their newly acquired assets. Composed of quantitative finance researchers, developers, and financial experts, the Ramify team has integrated finance, technology, and human expertise to deliver a premium client experience. We are thrilled to back them.”

Product 59

Product Advisors On-Demand Finance 59

The Fintech Times

JULY 24, 2024

” Solving data issues According to Nick Maynard , VP of fintech market research at Juniper Research , a lack of certain data sources has made improving access to finance an issue in developing countries. ” The post What are Developing Countries Doing to Improve Access to Finance?

Finance 59

Finance Micro-Entry Online and Mobile Banking Financial Inclusion 59

The Fintech Times

AUGUST 16, 2024

There is a stark gap between the perception and reality of cashflow control among owners according to research from online banking and money management platform, Relay and independent research company, RKI.

Small Business 59

Small Business Authorization Advisors Research 59

Clearly Payments

SEPTEMBER 18, 2024

Legal Advisor: In complex chargeback cases, having legal expertise can be essential, particularly in disputes involving large amounts or multiple fraud claims. Key Statistic: According to a study by Juniper Research, the cost of online payment fraud is expected to exceed $48 billion by 2023.

Disputes 96

Disputes Fraud Prevention Payments Credit Cards 96

Fintech Labs Insights

SEPTEMBER 17, 2015

This post is part of our live coverage of FinovateFall 2015. Wizzio Powered by IBM Watson is a smart machine for financial advisors that provides a unique approach to drive sales and productivity. The post Novabase Launches MyWizzio, a Unique Smart Machine for Financial Advisors appeared first on Finovate. Founded: 1989.

Advisors 30

Advisors B2B Research Product 30

CB Insights

NOVEMBER 16, 2021

The round drew participation from Founders Fund, Upfront Ventures, Altimeter Capital, Kleiner Perkins Caufield & Byers, and 01 Advisors, among others. Want the full post? The post Density, A Provider Of Occupancy Tracking Software For Offices, Raises $125M And Attains Unicorn Status appeared first on CB Insights Research.

Advisors 58

Advisors Participant Acquirers Research 58

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 114

Advisors Online and Mobile Banking Risk Returns 114

CoinRemitter

AUGUST 29, 2024

Disclaimer: We are not financial advisors. The information provided in this post should not be considered as an investment or any financial advice from us. Therefore, it is the user’s responsibility to conduct thorough research about the crypto market. Cryptocurrencies are volatile assets.

Payment APIs and Integration 45

Payment APIs and Integration Multi-Currency Cryptocurrency Gateways 45

Fintech News

JUNE 17, 2024

By leveraging artificial intelligence and data-driven behavioural finance techniques, the research found that wealth managers can deepen client understanding, deliver personalised value, and enhance customer intimacy.

AI 125

AI Value Added Service Innovation Bots 125

The Fintech Times

SEPTEMBER 11, 2024

Leading the Australian charge TradingHub’s Australian operations will be spearheaded by Michael McNeil , senior relationship manager for Australia, and David Farr , senior advisor, both of whom will report to Shayne Ganeson , global head of sales and relationship management.

Non-Bank 59

Non-Bank Financial Crimes Advisors Crime 59

Finovate

MAY 28, 2024

This decision entailed evaluating both customer needs and advisor perspectives. Success Story of ING Bank & LiveBank by Ailleron To ensure alignment with customer expectations, ING conducted comprehensive research, actively seeking feedback and insights.

AI 59

AI Technology Advisors Process 59

Fintech Finance

FEBRUARY 20, 2024

Added Kevin Permenter, Research Director, IDC, “The financial application user communities I cover are all aggressively looking at modern payment management strategies and the best options for leveraging embedded payments. .” There is nothing else like it!”

B2B 59

B2B Embedded Payments Payments Advisors 59

The Fintech Times

SEPTEMBER 24, 2024

In the UK, 29 per cent of adults reported that their financial health has deteriorated over the past six months alone, according to new research from data and payments fintech Moneyhub. You can explore online resources, join a workshop, or chat with a financial advisor. appeared first on The Fintech Times.

Financial Literacy 69

Financial Literacy Consumer Service Provider On-Demand 69

The Fintech Times

JUNE 18, 2024

That is equivalent to almost 20 per cent of their market capitalisation, according to research from Anmut, a strategic data asset management company. In addition to Bracken being named CEO, current CEO and co-founder Barclay Keith is appointed special advisor to the board, where he will continue to provide insight and guidance.

FinTech 59

FinTech Verification Online and Mobile Banking AI 59