CB Insights

JUNE 17, 2020

As NYU Stern School of Business professor and digital transformation researcher Arun Sundararajan notes: “Crisis can be… a catalyst or can speed up changes that are on the way — it almost can serve as an accelerant.”. Regulation will play a significant role in how opportunities in the fintech space take shape in a post-Covid world.

Posting 101

Posting Technology Online and Mobile Banking On-Demand 101

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

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

Fintech News

FEBRUARY 13, 2024

Iwan, who spearheaded the company from its inception in 2015 until June 2023, transitioned out of his role following a meticulously planned year, continuing as a board member and advisor until October last year. Currently, he is involved in several research projects, product prototyping, and policymaking in this field.

Advisors 93

Advisors Risk Management Research FinTech 93

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

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

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

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

CB Insights

DECEMBER 11, 2019

Goldman Sachs plans to launch robo-advisor. Want the full post? The post Client Note: Goldman’s Robo-Advisor, A New Blockchain Unicorn, Intel Announces A Quantum Computer Chip, And More appeared first on CB Insights Research. Become a CB Insights customer. If you’re already a customer, log in here.

Advisors 38

Advisors CHIPS Blockchain Research 38

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

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

CB Insights

DECEMBER 10, 2020

Below, we take a look at how tech companies are unbundling Bank of America’s front office, from consumer deposits and payments to equity research and business credit cards. . This has provided an opportunity for other research providers to gain market share among banking clients. . Category breakdown . Consumer payments.

Credit Cards 101

Credit Cards Advisors Venmo Small Business 101

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

FloQast

MAY 22, 2024

About the Author: Katie Thomas, CPA, is a content creator, 2021 & 2022 40 under 40 CPA Practice Advisor recipient, Top 50 Women in Accounting recipient, and the owner of Leaders Online, where they help accounting professionals increase their impact, influence, and income through thought leadership and digital marketing.

Accounts 52

Accounts Posting Adjustments Professional Development 52

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

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

JULY 28, 2020

Willis Re is one of the world’s leading reinsurance advisors. The post Insurance Tech Q2 2020 appeared first on CB Insights Research. Over our 180-year history, we have developed a deep insight into all aspects of the global insurance industry.

Advisors 90

Advisors Risk Consulting Technology 90

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

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

CB Insights

APRIL 28, 2021

Willis Re is one of the world’s leading reinsurance advisors. The post Insurance Tech Q1 2021 appeared first on CB Insights Research. Over our 180-year history, we have developed a deep insight into all aspects of the global insurance industry.

Advisors 97

Advisors Risk Consulting Technology 97

Fintech Finance

JUNE 20, 2024

Research from Chargebacks911 , the leading chargeback technology platform, shows that people are increasingly using mobile wallets such as Apple Pay and Google Pay. The post Mobile Wallets Continue to Grow in Popularity Among Younger People – But There Are Drawbacks, Says Chargebacks911 appeared first on Fintech Finance.

Continuity 89

Continuity Disputes Debit Card Alternative Payment Methods 89

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

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 111

AI Value Added Service Bots Innovation 111

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

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 86

Finance Accreditation AI Advisors 86

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 Consumer 72

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

PYMNTS

NOVEMBER 4, 2016

According to a report by Adweek , Ubisoft set up a microsite named Selfie Reveal to show users what data can be gleaned from pictures they innocently post on social media websites. “Selfie-takers rarely give their background much thought, which can lead to unintentionally sharing of information. will develop AI and other technologies.

AI 67

AI Advisors Research Addressing 67

PYMNTS

APRIL 29, 2020

shattering the previous record of 6,900 closures in 2017, according to Coresight Research. The survey, from Green Street Advisors, said there are around 1,000 malls in the U.S., What will a mall redevelopment look like post-COVID? More than 9,300 brick-and-mortar stores closed last year in the U.S., This begs many questions.

Advisors 61

Advisors On-Demand Economy Research 61

Fintech News

NOVEMBER 20, 2024

This marks a significant shift away from traditional sources like family, friends, and financial advisors. Featured image credit: Edited from Freepik The post Singaporeans Increasingly Rely on Social Media for Financial Advice appeared first on Fintech Singapore.

Credit Cards 94

Credit Cards Scams Advisors Finance 94

The Fintech Times

JANUARY 9, 2024

Many are already using generative AI to research employers, draft cover letters and fine-tune their CV, but in 2024 more will be tempted to use tools like LazyApply to fire off scores, or even hundreds, of applications to advertised vacancies. .” ” The post How Should Fintechs Utilise AI in 2024?

AI 119

AI FinTech Online and Mobile Banking Best Practices 119

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

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 92

Disputes Fraud Prevention Payments Credit Cards 92

CB Insights

JANUARY 28, 2021

Willis Re is one of the world’s leading reinsurance advisors. The post Insurance Tech Q4 2020 appeared first on CB Insights Research. Over our 180-year history, we have developed a deep insight into all aspects of the global insurance industry.

Advisors 75

Advisors Risk Consulting Technology 75

FICO

APRIL 28, 2022

According to the research from Cornerstone Advisors , these point-of-sale short-term installment loans with low credit amounts have been increasing in popularity during recent years for retail purchases like clothing, household goods, electronics, and more. Our Initial Insights from the First FICO-Conducted BNPL Research Study.

BNPL 98

BNPL Credit Cards Accounts Origination 98

Fintech Labs Insights

AUGUST 19, 2015

According to StockViews CEO and co-founder, Tom Beevers, the only thing worse than the amount of money spent on Wall Street research is the fact that the research isn’t even very good. First, top analysts, especially independent analysts, needed a way to get their opinions and research to the professional investing public.

Research 29

Research Advisors Checks Innovation 29

PYMNTS

DECEMBER 28, 2020

After all, consumers were pushed onto digital platforms early in the season and then pushed again as the pandemic surged even as they risked post-holiday package arrival. Mastercard’s Steve Sadove, senior advisor and former CEO of Saks called it a “healthy” number. Add to that a lack of government stimulus and a 6.7

Visa 104

Visa Economy Consumer Advisors 104