Fintech Labs Insights

FEBRUARY 20, 2025

These are the biggest and best events in the financial services space for technologists, product managers, developers, marketers and C-Suite execs at both financial institutions and fintech firms. To assist your 2025 planning, review our curated list of the top lending, mortgage, and lendtech conferences for 2025.

NOV 15

NOV Credit Union Small Business FinTech 15

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 127

Advisors Online and Mobile Banking Risk Returns 127

Fintech News

APRIL 22, 2024

The B2B firm, which specialised in providing robo-advisory products to financial institutions, was unable to achieve profitability within the set timeframe, leading to its shutdown. Bambu, launched in 2016 by Phillips alongside co-founders Luke Janssen and Aki Ranin, had secured at least US$13.4

Shutdown 113

Shutdown Advisors Mitigation Consulting 113

CB Insights

DECEMBER 10, 2020

For example, stock trading app Robinhood’s commission-free approach to investing has forced incumbents to follow suit, while products like Venmo and Cash App have disrupted peer-to-peer payments. . Products enabling peer-to-peer (P2P) payments are also targeting the traditional bank’s hold on payments systems. .

Credit Cards 101

Credit Cards Advisors Venmo Small Business 101

PYMNTS

OCTOBER 20, 2016

To attend this live digital discussion on Wednesday, November 2, 2016 at 1:00 PM (EST), please complete the registration form shown below: [contact-form-7]. Vice President, Product Management, Payment Security at CA Technologies. James Rendell heads Payment Security Strategy and Product Management for CA Technologies.

Card Issuer 76

Card Issuer Issuers Security Online and Mobile Banking 76

PYMNTS

SEPTEMBER 13, 2016

. “By investing in our omnichannel offerings, we’re making it easier than ever for members to join our club, research products and shop at BJ’s,” said Bari Harlam, executive VP of BJ’s Wholesale Club.

Advisors 62

Advisors Research Service Provider Product 62

PYMNTS

JANUARY 29, 2019

Content production will be starting immediately. “We As a result of this latest investment, Acorns is one step closer to reaching unicorn status, with its valuation now three times higher than it was after its last funding round in 2016. Acorns’ products have attracted 4.5 million users.

FinTech 70

FinTech Advisors Credit Cards Origination 70

PYMNTS

JUNE 21, 2016

“Alexa, show me who snagged the top spots in the 2016 PYMNTS/Alexa Challenge.” 2016 PYMNTS/Alexa Challenge participants included: Best Innovation Group (BIG), DaVincian Healthcare, Discover, Exa, Feasty powered by Zipscene, FIS, Fiserv, ONvocal powered by People Power, USAA, Vantiv, Visa and Western Union. And the results?

Innovation 40

Innovation Non-Bank Consumer Participant 40

PYMNTS

SEPTEMBER 13, 2016

To attend this live digital discussion on Thursday, September 22, 2016 at 1:00 PM (EST), please complete the registration form shown below: [contact-form-7]. Chief Products Officer, ThreatMetrix. Prior to ThreatMetrix, he was founder and Chief Products Officer at NetPriva (now part of Riverbed). Presenters: . Alisdair Faulkner.

Identity Theft 76

Identity Theft Cross-Border Best Practices Advisors 76

FICO

DECEMBER 22, 2016

As 2016 draws to a close, I am grateful for the many, many ingenious ways customers use FICO® products to solve business problems. Clearly, FICO World 2016 was a bonanza of an opportunity for me to learn exactly how. Customers traveled to our event, held last April in Washington, DC, from all over the world.

Process 58

Process Advisors Rules Automation 58

PYMNTS

SEPTEMBER 30, 2016

To attend this live digital discussion on Thursday, October 13, 2016 at 1:00 PM (EST), please complete the registration form shown below: [contact-form-7]. In 2008, before its acquisition by PayPal, Michael led Product at Fraud Sciences, where he faced some of the most challenging questions in the cyber security ecosystem.

Advisors 65

Advisors PayPal Innovation B2B 65

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

Fintech Labs Insights

DECEMBER 21, 2016

How did 2016 become the “most successful year to date” for wealth management platform developer, eMoney Advisor ? “This year we returned to our roots with an innovative product strategy that broadens the availability and quality of advice delivered through advisors,” O’Brien explained. .

Advisors 15

Advisors Returns API Participant 15

PYMNTS

DECEMBER 17, 2018

Yet, analysts found only a slight change in alternative finance use between 2016 and 2017, and nearly half of SMBs have still never turned to AltFin for financing. Open Banking can indeed streamline the process through which small businesses explore a variety of financing products from many sources, both traditional and non-traditional.

Small Business 78

Small Business Finance Non-Bank Accounts 78

PYMNTS

NOVEMBER 4, 2016

. “ Selfies do not just convey the information your naked eye can see, but the image may contain metadata, including additional details about you or where the picture was taken,” added David Maynor, who is a hacking advisor to the “Watch Dogs 2” developer team, in the report. will develop AI and other technologies.

AI 67

AI Advisors Research Addressing 67

PYMNTS

AUGUST 12, 2019

It is easy to wag a finger at consumers not price-shopping their car loans, mortgages or personal loans carefully, Lulic said — but only if one overlooks the fact that comparison shopping lending products is not nearly as easy as comparing consumer goods. So he built one. An Information-Rich Marketplace .

Advisors 70

Advisors Consumer Product AI 70

FICO

FEBRUARY 23, 2016

The China Financial Certification Authority expects that mobile banking customers will account for around 24% of the total e-banking users in 2015, and that 40% of those will buy financial products through their smartphones. Winners will be featured in presentations at FICO World 2016 in Washington D.C., April 26-29.

Online and Mobile Banking 58

Online and Mobile Banking Credit Cards Advisors Mobile Banking 58

FICO

NOVEMBER 26, 2018

An excellent example of this is African Bank, the seventh-largest bank in South Africa, which grew operating profit before tax by 67% in 2017, after launching in 2016. After adopting FICO’s Blaze Advisor decision rules management system, strategies were launched 35% faster and at 25% lower cost. For that, it needed third party FICO.

Advisors 53

Advisors Rules Technology Process 53

CB Insights

MARCH 14, 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. Fintech companies focused on wealth management continue to gain popularity over traditional advisors.

Advisors 53

Advisors B2C On-Demand Product 53

Fintech Labs Insights

NOVEMBER 18, 2015

For weeks we’ve been sifting through applications from companies vying to present their latest at FinovateEurope on 9 & 10 of February 2016. Alpha Payments Cloud’s AlphaHub offers banks, merchants and payment & risk product vendors unlimited vendor access and orchestration, using a single integration.

Payment APIs and Integration 31

Payment APIs and Integration Non-Bank Multi-Currency Risk 31

Fintech News

MARCH 18, 2024

The company operates TrueMoney, a fintech platform and super-app that provides products and services including the TrueMoney Wallet, WeCard by MasterCard, TrueMoney Cash Card, Kiosk, Express, Payment Gateway, and Remittance. million) in insurance premium in 2022 and experienced a 144% increase in commissions from financial products.

FinTech 113

FinTech Online and Mobile Banking Blockchain Product 113

PYMNTS

NOVEMBER 29, 2016

To attend this live digital discussion on Thursday, December 8, 2016 at 1:00 PM (EST), please complete the registration form shown below: [contact-form-7]. – Incorporating financial health into products and services to produce new opportunities that benefit consumers and providers. Digital Discussion Presenters: David Pommerehn.

Non-Bank 57

Non-Bank Small Business Regulations Innovation 57

PYMNTS

JUNE 9, 2020

William Blair & Company and LionTree Advisors. Founded by tech veterans Daniel Schreiber and Shai Wininger in 2016, Lemonade is a property and casualty insurance carrier. The company began offering homeowners and renters insurance in New York in late 2016, and has expanded throughout the U.S. Morgan Stanley & Co.,

Underwriting 52

Underwriting Advisors Security Process 52

Fintech Labs Insights

MARCH 21, 2016

In his demo at FinovateEurope 2016, InvestGlass founder and CEO Alexandre Gaillard stated, “We believe that, if bankers don’t go digital, they won’t be bankers tomorrow.” CEO Alexandre Gaillard Presenting with CTO Sébastien Thevenaz at FinovateEurope 2016 in London. Company facts: Privately owned. 5 employees.

Advisors 17

Advisors CRM Returns Credit Cards 17

Fintech News

APRIL 10, 2025

It acts as a fund investment platform and fiduciary advisor for individuals, family offices, charities, endowments, and institutions, and applies latest technology to its asset management solutions. It provides medical insurance plans under the Voluntary Health Insurance Scheme (VHIS) as well as other insurance products. and THECHEAT.

FinTech 112

FinTech Payment APIs and Integration Online and Mobile Banking AI 112

Fintech Labs Insights

JUNE 7, 2016

At FinovateSpring 2016 , the company’s presenter Rob Stanich (Global Wealth Management Offering Mgr.) Financial advisor dashboard. presenting at FinovateSpring 2016. Understanding client product propensities to better address client need’s and expand client relationships. Company facts: Headquartered in Armonk, NY.

Advisors 22

Advisors Regulatory Compliance API Credit Cards 22

PYMNTS

JULY 22, 2019

Online platform eBay announced it has tapped Peter Thompson, former vice president of Amazon’s Alexa Voice Services, as its new senior vice president and chief product officer. Thompson has more than 20 years of experience building new products and services across a range of industries and technologies.

Blockchain 51

Blockchain Advisors Cryptocurrency Returns 51

Wharton Fintech

AUGUST 21, 2023

When we first started talking about this, you know, in 2016, and the need for portfolio diversification, you got a lot of blank stares; most people were still of the school that 60/40 is what you do, meaning 60% public equities / 40% public bonds. Sometimes you just have to catch a break. And, you know, I’m old, right?

Accreditation 130

Accreditation Returns Regs Origination 130

CB Insights

AUGUST 14, 2018

” More recently, on a March 2016 earnings call, FedEx Executive VP Mike Glenn minimized the impact of Amazon’s decision to lease aircraft and buy its own trucks to get into the logistics and shipping business. “We do not believe our vendors selling product directly on Amazon is an imminent threat. We have ‘I’.

Bitcoin 78

Bitcoin Online and Mobile Banking Advisors Origination 78

CB Insights

AUGUST 23, 2018

Learn about the playbooks of today’s top banks as they digitally re-position their consumer products. This trend towards digitization is already starting to play out as fintechs circumvent banking licenses by partnering with issuing banks to offer checking account-like products. Robo-advisor. First Name. Key takeaways.

Consumer 76

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

PYMNTS

SEPTEMBER 27, 2016

To attend this live digital discussion on Wednesday, October 19, 2016 at 1:00 PM (EST), please complete the registration form shown below: [contact-form-7]. Previously, Allison served as SVP of Product Management & Marketing at Merrill Corporation. Digital Discussion Host: . Karen Webster. CEO, Market Platform Dynamics.

Acquirers 60

Acquirers Laws Payments Industry Trends 60

Fintech News

OCTOBER 22, 2024

Endowus is the first digital advisor in the region to span personal savings, private wealth and public pension, helping investors grow their wealth holistically, with conflict-free advice and access to institutional financial solutions at low and fair fees through a personalized digital wealth experience.

FinTech 109

FinTech Multi-Currency Online and Mobile Banking APACS 109

PYMNTS

SEPTEMBER 6, 2019

billion, according to a release by FT Partners, who served as a strategic advisor on the deal. Started in 2016 by CEO Mike Rowell and Mike Paulus, Assurance is a direct-to-consumer (DTC) company that sells personalized health and financial wellness solutions. The terms of the acquisition include upfront compensation of $2.35

Acquirers 49

Acquirers Advisors Addressing Consumer 49

PYMNTS

APRIL 15, 2016

The suite, known as SOHO VR, includes every basic function that retailers expect — like product search and checkout support — and some that might be a bit new to them — like 3D-rendered item display and enhanced details to better suit browsing in a virtual showroom.

Ubiquitous 40

Ubiquitous Advisors On-Demand Product 40

Fintech Labs Insights

APRIL 19, 2016

Advisor Software (ASI) is a cloud provider of wealth management apps and APIs, and is a strategic partner of Salesforce. Why it’s great: ASI’s apps for Salesforce Financial Services Cloud put CRM at the center of advisor practice management, enabling financial advisors to be more efficient, scalable, and customer-centric.

Advisors 15

Advisors CRM API Acquirers 15

CB Insights

OCTOBER 6, 2017

It reported an $84M increase in US consumer robot revenue in 2016 compared to the previous year. Another startup, Neato Robotics , entered the market with a competing product, Botvac. Neato was acquired in Q3’17 by Vorwerk Group, a German supplier of household products. It has applied for 480 patents since 2009.

AI 69

AI Risk Automation On-Demand 69

Finovate

APRIL 24, 2024

Ascent Platform Ascent streamlines multiple new product experiences with less cost, less disruption, and less risk. The company is headquartered in New York, NY and was founded in 2016. The company is headquartered in Auckland, New Zealand and was founded in 2014. By integrating seamlessly with existing HR systems, Nav.it

Credit Union 59

Credit Union Payment APIs and Integration Advisors AI 59