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 Micro-Entry Advisors 77

Finovate

JANUARY 19, 2024

The partnership will also offer Luma users educational training, post-trade advisor management, and reporting tools. The customizable technology platform helps financial teams more efficiently research, purchase, and manage alternative investments and annuities.

Technology 59

Technology Advisors Legal Finance 59

Fintech Labs Insights

JULY 16, 2015

Advisor Software uses APIs and apps in a hybrid cloud architecture to steer investment advisors away from traditional wealth management software that’s too rigid, difficult to integrate, expensive, and hard to scale. FinovateFall 2015 is sponsored by The Bancorp , Capital Source , Envestnet , FT Partners , and Hudson Cook.

Online and Mobile Banking 26

Online and Mobile Banking Payment APIs and Integration Advisors Push-to-Card 26

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

FICO

JULY 14, 2016

Jim Bander, national manager, Decision Science, Toyota Financial Services (2015 winner). research director, Compliance, Fraud and Risk Analytics, IDC – Financial Insights. Petr Kapoun, retail risk director, Česká Spořitelna (2015 winner). Nicole Sturgill, principal, Executive Advisor, CEB TowerGroup. Bill Fearnley, Jr.,

Regulatory Compliance 45

Regulatory Compliance Best Practices Advisors Compliance 45

CB Insights

JULY 19, 2017

HP Labs is an award-winning research facility focusing on technologies like natural language detection, audio/video analytics, immersive experiences, 3D printing, and more. Google’s X research center is where some of their biggest projects happen. Innovation Lab Name: Xerox Palo Alto Research Center (PARC). Founded: 2010.

Innovation 74

Innovation Online and Mobile Banking Research Technology 74

Fintech Labs Insights

SEPTEMBER 1, 2015

To whet your appetite for two days of fintech innovation, we’re releasing the full and final lineup of presenting companies for FinovateFall 2015. Advisor Software is a Cloud provider of sophisticated wealth management and digital investment advice APIs and apps for financial services enterprises. The post Fall In!

Online and Mobile Banking 28

Online and Mobile Banking Card Issuer Credit Union Issuers 28

PYMNTS

JANUARY 9, 2019

The data from PwC and CB Insights comes after three years of steady growth, with the average annual investment increase from 2015 to 2017 coming in at 28 percent. New data shows that venture capital funding of artificial intelligence (AI) companies jumped a whopping 72 percent last year, hitting a record $9.3 The largest AI deal in the U.S.

AI 54

AI Advisors End User Privacy 54

CB Insights

MARCH 14, 2018

RESEARCH BRIEFING: WEALTH TECH IN 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. Wealth Tech. Look for Wealth Tech in the Collections tab.

Advisors 53

Advisors B2C On-Demand Product 53

CB Insights

NOVEMBER 15, 2017

RESEARCH BRIEFING: RISE OF ROBO-ADVISORS. CB Insights data reveals that insurers have also been actively making investments and acquisitions in the digital wealth management space, ranging from robo-advisors, to 401k plan service startups, to social trading investment networks. First Name.

Advisors 43

Advisors Acquirers Issuers Research 43

PYMNTS

APRIL 4, 2016

The upward trend was notable in 2015, when asking and effective rents grew by 2 percent and 2.2 percent, respectively, according to New York City-based research firm Reis Inc. That serves as good news for landlords and developers, but not great news for shop owners. Supply is also an issue in Denver.

Advisors 40

Advisors Research Posting Consumer 40

CB Insights

NOVEMBER 30, 2017

After hitting a high in 2015, the mentions by public company executives of the term “big data” on earnings calls has begun to decline. Download our research briefing to dive into private market trends, startups working on ‘general AI’ or human-like intelligence, and the most prominent industries using AI algorithms.

AI 57

AI Advisors Research Continuity 57

CB Insights

OCTOBER 6, 2017

Download our research briefing to dive into private market trends, startups working on ‘general AI’ or human-like intelligence, and the most prominent industries using AI algorithms. For example, Google open sourced its TensorFlow machine learning library in 2015, and hundreds of users have contributed back to it and sought to improve it.

AI 69

AI Risk Automation On-Demand 69

CB Insights

NOVEMBER 21, 2019

The startups selected for inclusion in the market map below are all Canada-headquartered, VC-backed fintech companies that have at least US $1M in equity funding, and have obtained equity funding since the start of 2015. The post Canadian Fintech Market Map appeared first on CB Insights Research. Wealth management.

FinTech 93

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

Fintech Labs Insights

JUNE 7, 2016

.” Stanich then explains that they’re doing something new within IBM called Client Insight for Wealth Management powered by IBM Watson , a solution to help advisors segment clients, predict life events and identify product and portfolio recommendations. Financial advisor dashboard. 2015 revenue of $81.7

Advisors 22

Advisors Regulatory Compliance API Credit Cards 22

Fintech Labs Insights

DECEMBER 22, 2015

2015 was another big year for mergers and acquisitions in the fintech industry. But looking just at those acquisitions for which figures were available, we can see that 2015 was a banner year in M&A (more than $7 billion) – and that’s just counting alums. Stratos Card , FinovateSpring 2015. Holy Yodlee!

Advisors 15

Advisors Acquirers Authentication Blockchain 15

PYMNTS

JULY 6, 2017

Research firm Green Street Advisors shared that investors aren’t thinking about the rising costs of maintenance on sprawling buildings like shopping malls, and vacancy rates for malls rose from 7.9 percent in 2015, then saw a decline to 7.6 percent to 8.1 percent within the past three months. percent in 2010 to 16.6

Void 43

Void Advisors Returns Continuity 43

Finovate

APRIL 24, 2024

Borealis Global Analytics Borealis Global Analytics’ virtual portfolio manager platform, powered by generative AI, aims to boost global equity portfolio returns by cutting costs associated with global equity data and research and increasing the efficiency of portfolio managers.

Credit Union 59

Credit Union Payment APIs and Integration Advisors AI 59

PYMNTS

MAY 6, 2019

Journy Co-Founder Susan Ho stumbled upon the idea for the business while trying to plan a last-minute trip to Buenos Aires — and realizing that despite being internet savvy, well traveled and willing to do the work researching the best possible experience, she kept ending up with exactly the types of tourist trap she had been trying to avoid.

Advisors 57

Advisors Adjustments Research Process 57

PYMNTS

JULY 14, 2017

While it was trying to perhaps poke fun at this older segment of the population, research shows that seniors are actually making purchases online. In other consumer news this week, we’ve learned that consumer confidence about the economy is up by two points this June to 54 percent, according to research firm Prosper Insights and Analytics.

Consumer 43

Consumer Federal Reserve Scams Research 43

PYMNTS

JANUARY 17, 2017

As noted in recent research across more than 500 firms released earlier this month via the American Express OPEN for Government Contracts Program, the cost tied to bidding by smaller firms continues to rise. In the latest data, small businesses nationwide received $352 billion in federal government contracts in 2015.

Governance 40

Governance Government Small Business Research 40

CB Insights

DECEMBER 6, 2017

RESEARCH BRIEFING: RISE OF ROBO-ADVISORS. Researchers are continually exploring the ways brain-tech can help patients with neurological damage regain mobility and independence. CREDIT: Frontiers in Human Neuroscience 2015. Above: Image from UCLA study using brain-imaging for CTE research on former NFL players.

Research 61

Research CHIPS Risk Procedures 61

Fintech News

JUNE 3, 2024

According to a 2019 research report by Bain and Company in collaboration with Google and Temasek, digital financial services revenues in Indonesia are projected to reach US$8.6 Since its inception in 2015, MCI has facilitated investments and cultivated partnerships between its portfolio and the Mandiri Group.

FinTech 120

FinTech Boot Camp Participant Online and Mobile Banking 120

CB Insights

AUGUST 14, 2018

We have living, breathing, 4,500 style advisors in our stores.”. The notion that [companies like Netflix] are replacing broadcast TV may not be quite accurate,” said Alan Wurtzel, NBCU president of research and media development, as he presented ratings of popular shows from streaming companies earlier this month. “I Robo-advisors.

Bitcoin 78

Bitcoin Online and Mobile Banking Advisors Origination 78

CB Insights

AUGUST 23, 2018

JPM has established a new focus on retail investing with the introduction of its app, Just Invest, and reported launch of its own robo-advisor in 2019. Robo-advisor. In the future this may also include virtual account support, as JPM hired its first head of artificial intelligence research in May. Table of Contents. Mobile apps.

Consumer 76

Consumer Online and Mobile Banking Credit Cards Push-to-Card 76

Finextra

JUNE 5, 2025

It expresses the views and opinions of the author. It expresses the views and opinions of the author.

BNPL 52

BNPL Regulations Payment APIs and Integration Compliance 52

PYMNTS

JUNE 6, 2017

the ‘Trip Advisor for kids’ activities,’ knows all too well. In 2015 in Florida, the city of St. The activity, co-creators Ann McDowell (CEO) and Max Shyshnyak noted, has the duel demerits of being very time-consuming without any sort of measurable benefit for time in research. The service is small today.

Research 43

Research Advisors Rules Consumer 43

CB Insights

SEPTEMBER 27, 2017

The notion that [companies like Netflix] are replacing broadcast TV may not be quite accurate,” said Alan Wurtzel, NBCU president of research and media development, as he presented ratings of popular shows from streaming companies earlier this month. “I Robo-advisors. But some finance professionals are not believers.

Bitcoin 65

Bitcoin Advisors Innovation Blockchain 65

CB Insights

APRIL 23, 2019

The company has spent more than $700M since 2015 in Kentucky alone , an investment that means St. Read more: Tech Advisor , The Telegraph. Chinese telecommunications company Vivo opened a 5G research facility in Beijing in 2016, and since then has developed proprietary 5G technologies designed for Vivo’s NEX range of smartphones.

Technology 77

Technology CHIPS On-Demand Research 77

Fintech Labs Insights

FEBRUARY 1, 2016

But there is no better way to describe the more than $3 billion in funding raised by Finovate alums in 2015. We previewed our alum funding for 2015 a few weeks ago with a look at investment in European-based alums. Highlights from 2015: Worldwide, 116 Finovate alums raised $3.1 Email us at research@finovate.com.

Acquirers 14

Acquirers Finance Multi-Currency Small Business 14

Fintech Labs Insights

JULY 31, 2015

During July 2015, 17 alums raised more than $750 million. —— * Presenting at our upcoming dev event, FinDEVr 2015. Cryptocurrency Research Group. Automated stock trading advisor. Tags: Messaging, SMS, text messaging, marketing, VoIP, API, developers, FinDEVr presenter 2015. billion valuation)*.

FinTech 29

FinTech Underwriting Debit Card Small Business 29

CB Insights

OCTOBER 13, 2017

FINTECH TRENDS Q3 2017 RESEARCH BRIEFING. Companies attacking the category offer e-discovery and legal research, consumer and business-facing online legal services, legal practice management software, and intellectual property invention disclosure software, among many other use cases. First Name. Total funding : $8.12M. Accel Partners.

Legal 33

Legal Automation Laws Research 33

Fintech Labs Insights

JUNE 2, 2016

TipRanks picked up a runners up spot in the Research Platforms, Apps & Tools category, as well as third place overall. ” This year marked the second strong performance at the Awards from Finovate alums in general and TipRanks in particular, which took home top honors in Trade Recommendations category in 2015.

Advisors 18

Advisors API Research FinTech 18

Fintech Labs Insights

MARCH 14, 2016

In comparison, in 2015 we hit that mark 13 times during the entire year. And more telling, the number of deals is up 90% (249 vs. 130 in 2015). StockViews raised $355,000 for its stock market research platform. Stock market research platform. It was the tenth week in a row with 20 or more fintech deals. Mobile payments.

FinTech 19

FinTech Debit Card Underwriting Point-of-Sale (POS) 19

Fintech Labs Insights

MAY 17, 2016

And while the amount of the investment was undisclosed, SigFig has raised more than $16 million in funding to date, with its last round a $1 million Series B in April 2015. Picking up the trail, Naratil and his team met with a variety of robo-advisors in Silicon Valley in 2015, but eventually opted to invest rather than acquire.

Advisors 14

Advisors Facilitators Acquirers Innovation 14

Fintech Labs Insights

JANUARY 5, 2016

This week, crowdfunding compliance solution provider, FundAmerica gave us an inside look at some of its top metrics from 2015. Pictured (left to right): FundAmerica General Counsel Scott Andersen and Founder and CEO Scott Purcell demonstrating the FundAmerica platform at FinovateSpring 2015. Platforms launched in 2015: 85.

Regs 15

Regs AML Advisors Compliance 15

Fintech Labs Insights

NOVEMBER 9, 2015

This week’s funding puts the 2015 year-to-date total above $16 billion, or $22 billion if you add the two October IPOs. Next-generation financial research. Tags: Advisors, trading, investing, wealth management. Here are the rounds by size from Oct 31 through Nov 6: Meili Jinrong. P2P lending. Source: Crunchbase.

NOV 27

NOV FinTech Debit Card Bitcoin 27