Finovate

NOVEMBER 14, 2024

When you think about multi-location businesses, you can think of banks, ATMs, wealth advisors, insurance agents– anyone who has that presence online.” Photo by KATRIN BOLOVTSOVA The post Streamly Snapshot: Upgrading Your Digital Knowledge Management appeared first on Finovate. Michael Walrath is CEO.

ATM 59

ATM Advisors AI Automation 59

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

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 100

Advisors Risk Management Research FinTech 100

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

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

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

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

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

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

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 95

Credit Cards Scams Advisors Finance 95

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 94

Finance Accreditation AI Advisors 94

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

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

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

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

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

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

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

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

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

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

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 87

Continuity Disputes Debit Card Alternative Payment Methods 87

Finovate

AUGUST 23, 2024

GPTadvisor offers a Gen AI platform that is specifically built to boost the productivity of financial advisors and wealth managers, as well as enhance client engagement. Financial advisors often face time-consuming, repetitive tasks such as investment research, portfolio management, and compliance.

AI 64

AI Advisors Cross-Border Cross-Border Payments 64

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

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

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

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

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

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 118

AI Value Added Service Innovation Bots 118

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 90

Disputes Fraud Prevention Payments Credit Cards 90