The Finance Weekly

MARCH 1, 2022

Maturity in finance, particularly in FP&A, entails accepting complexity and expanding your capabilities. Tom continues, “They are leading with digital transformation and the requisite skills in their Finance and Accounting teams. The FP&A function is barely distinguishable from the rest of the finance department at this point.

Finance 130

Finance Procedures Best Practices Process 130

PYMNTS

JANUARY 7, 2021

WeLink said it will use the infusion of investment dollars from Digital Alpha Advisors , which focuses on digital infrastructure, to speed up its growth plans in the Las Vegas area, while also moving into two new metro markets, Phoenix and Tucson, as well in the first quarter. The company cites research showing as many as 77 percent of U.S.

Finance 97

Finance Advisors Addressing Research 97

Finovate

APRIL 24, 2025

A newly announced strategic partnership between BehaviorQuant and Quantlake is designed to bridge the gap between research and investor expectations. The partnership will give investors access to scientifically-validated risk profiles, leveraging the same behavioral finance tools used by financial institutions on Wall Street.

Assessments 64

Assessments Risk Advisors Research 64

The Fintech Times

APRIL 8, 2025

Job moves Cache , a fintech firm offering specialised products for managing large, concentrated stock positions for individuals and their advisors, has appointed Aaron White , an experienced professional boasting 16 years of experience in wealth management, as head of investor solutions.

FinTech 59

FinTech Settlement AI Non-Bank 59

The Finance Weekly

JANUARY 22, 2024

CFOs need strong finance and accounting skills, along with years of experience, to find ways to enhance the organization's financial well-being. The CFO may work with the finance and accounting team to predict the effects of different operational decisions. Resolve accounting and finance problems.

Finance 130

Finance Risk Management Advisors Treasury 130

PYMNTS

DECEMBER 18, 2018

This presents a unique challenge for accounting professionals, who must understand which technologies are available to help them embrace the role of advisor by automating tasks that don’t add value. At the same time, accountants also need to be well-versed on the technologies that can help their SMB clients thrive.

Advisors 53

Advisors Accounts FinTech Small Business 53

Fintech Finance

JUNE 10, 2024

Karma Wallet , a fintech company and ecosystem enabling sustainable consumer spending, today announced the appointment of Douglas Sabo, former Visa Chief Sustainability Officer (CSO), as a Strategic Advisor to the company.

Advisors 52

Advisors Debit Card Consumer Acquirers 52

Fintech News

FEBRUARY 13, 2024

SME digital financing platform Modalku’s Co-Founder Iwan Kurniawan announced that he will be officially stepping down from his leadership role after nearly eight years. Currently, he is involved in several research projects, product prototyping, and policymaking in this field.

Advisors 113

Advisors Risk Management Research FinTech 113

CB Insights

SEPTEMBER 10, 2019

As millennials head deeper into adulthood and make more money, the personal finance space is adapting to their unique money management attitudes in a few key ways: From in-person to online. But incumbent banks are also at the forefront of the most promising innovations in personal finance today, such as virtual credit cards.

Finance 77

Finance Online and Mobile Banking Advisors Micro-Entry 77

PYMNTS

MAY 17, 2017

For example, French telecom company Orange took its first steps into the finance industry by launching Orange Bank, the company’s mobile-only banking service. Robo-Advisors: Are the Machines Taking Over Investment Banking? But does the rise of robo-advisors mean it’s time for human financial advisors to panic?

Advisors 47

Advisors CHIPS Mobile Payments Automation 47

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

The Fintech Times

JULY 24, 2024

A lack of access to credit and finance can cause issues for people worldwide, regardless of the countries they live in. Where the problem is felt most acutely, however, is generally in developing countries – so, now, we’re shining a spotlight on them, to see how they are approaching improving access to finance.

Finance 59

Finance Online and Mobile Banking Micro-Entry Financial Inclusion 59

PYMNTS

NOVEMBER 10, 2020

Treasury Department is researching use cases for a central bank digital currency (CBDC), as well as drafting regulatory proposals for private stablecoins, U.K. s green finance and sustainable finance initiatives. Treasurer Chancellor Rishi Sunak said in a press release.

CBDC 67

CBDC Use Case Privacy Cryptocurrency 67

Fintech News

NOVEMBER 20, 2024

This marks a significant shift away from traditional sources like family, friends, and financial advisors. Half of Singaporeans surveyed said a financial influencer has motivated them to take a greater interest in their finances, underscoring the significant role these individuals play in increasing financial awareness and engagement.

Credit Cards 122

Credit Cards Scams Advisors Finance 122

PYMNTS

MAY 18, 2017

Meanwhile, in the world of digital banking, an innovation that can help clients automatically navigate investments based on their preferences is already available: robo-advisors. Over the past decade, several institutions have begun experimenting with robo-advisors (also known as robo-investors). The company currently has over $8.5

Advisors 40

Advisors Online and Mobile Banking Rules Legal 40

The Fintech Times

JANUARY 31, 2025

The firm claimed its funds were screened to exclude bond issuers with activities in the likes of fossil fuels, although the Australian Securities and Investments Commission found that as much as 74 per cent of the securities in the fund (by market value) were not researched or screened against applicable ESG criteria.

FinTech 65

FinTech Audit Financial Inclusion Advisors 65

Fintech Finance

MARCH 31, 2025

Exploring topics from accommodation preferences and high-end advisors to payment security and choice, the findings suggest that to meet travelers’ demands, providers will need to offer seamless customer experiences and exclusive experiences that are personalized, high-touch and frictionless from start to finish.

Advisors 81

Advisors On-Demand Credit Cards Security 81

PYMNTS

APRIL 13, 2020

Researchers at Atradius released findings last October that found a spike in the percentage of surveyed small businesses selling to their corporate customers on credit, from 38.6 At the same time, traditional lenders, like in many parts of the world, have struggled to fill the small business financing gap. percent in 2018, to 59.5

Finance 62

Finance Small Business Blockchain Assessments 62

CB Insights

DECEMBER 15, 2020

According to Refinitiv, financial advisors that incorporated digital tools saw a 77% increase in client retention. However, market volatility is proving that investors still want relationships with human advisors, who remain a critical part of wealth management.

Posting 87

Posting Advisors B2C Acquirers 87

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 98

Continuity Disputes Debit Card Alternative Payment Methods 98

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 133

AI Value Added Service Bots Innovation 133

CB Insights

MARCH 15, 2022

Capchase , a provider of non-dilutive financing, has raised $80M in a Series B. The round drew participation from 01 Advisors, Invesco, QED Investors, SciFi VC, Thomvest Ventures, and Tusk Ventures, among others. <span The post Non-dilutive startup financing provider Capchase raises $80M. Become a CB Insights customer.

Finance 55

Finance Technology Advisors Participant 55

Clearly Payments

SEPTEMBER 18, 2024

Building and Structuring a Chargeback Team To manage chargebacks effectively, you’ll want to create a team that includes poeple skilled in finance, customer service, and fraud prevention. A background in finance, accounting, or data analysis is a plus. This role also communicates with payment processors and banks.

Disputes 105

Disputes Fraud Prevention Payments Credit Cards 105

PYMNTS

DECEMBER 3, 2018

Like many positions in corporate finance, the role of chief financial officer (CFO) is facing new pressures in a climate of innovation and novel challenges, from cybersecurity to geopolitical events. Sixty-three percent of CFOs said their teams are resisting digital innovation, according to EY research of CFOs across 25 different countries.

Automation 75

Automation Finance Data Security Research 75

The Fintech Times

JANUARY 9, 2024

Having already explored AI trend predictions for 2024 , the evolution of generative AI and how much AI could impact the fintech and finance industry, we now turn our attention to individual fintech firms. Gary Hemming, owner of ABC Finance Hemming explains: “One impactful application lies in the realm of customer support.

AI 119

AI FinTech Online and Mobile Banking Best Practices 119

PYMNTS

AUGUST 20, 2020

Alternative financing company Behalf has promoted Rob Rosenblatt to CEO; he has been the company’s president for the past six months. There is real demand for Behalf’s financing solutions in B2B commerce. Entrepreneurs Benjy and Shai Feinberg, who founded Behalf in 2012, will stay on with the company as advisors.

FinTech 64

FinTech B2B Finance Credit Risk 64

PYMNTS

NOVEMBER 15, 2018

In its “ 2018 Payables Insight Report ,” researchers at PayStream Advisors surveyed more than 400 professionals across North America to assess their views on their firms’ accounts payable operations. Half said ePayments and commercial cards lowered processing costs, another area of cost savings for the enterprise.

Accounts 63

Accounts Commercial Card Finance Automation 63

CB Insights

JULY 17, 2019

Lawmakers propose bill to keep Big Tech out of finance. 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. Want the full post? Become a CB Insights customer.

Advisors 28

Advisors Finance Digital Currency Research 28

Fintech News

OCTOBER 16, 2024

These experts will gather to shape the future of the global financial ecosystem, and discuss some of the biggest trends in fintech, including digital assets, artificial intelligence (AI) and sustainable finance. These industry leaders will share insights on the future of fintech, global trade and regulatory collaboration.

FinTech 113

FinTech Cross-Border Payments AI Innovation 113

PYMNTS

DECEMBER 17, 2018

Use of alternative finance (AltFin) sources among small business (SMB) owners is on the rise, but still has a long way to go before it poses a legitimate threat to traditional banks’ market dominance. firm that bridges companies with a range sources to obtain loans, equity financing or grants.

Small Business 78

Small Business Finance Non-Bank Accounts 78

Nanonets

APRIL 3, 2024

Any ChatGPT utilization or output should be used as one of many tools, no matter the application, but particularly in finance. Top 8 Ways to Use ChatGPT for Finance Before using ChatGPT for financial functions, ensure a handful of up-front requirements are met: Make sure your prompts are clear and concise.

Finance 52

Finance Use Case Fed Financial Analysis 52

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 73

AI Advisors Participant Consumer 73

CB Insights

JANUARY 31, 2018

In the last year, banks have homed in on the consumer, backing robo-advisors and companies offering easy-to-use money management apps. . Meanwhile Citi and JP Morgan Chase both invested in personal finance startups — Clarity Money and Dave , respectively — that offer mobile platforms to help users manage their money. .

FinTech 78

FinTech Blockchain Database Advisors 78

Finovate

JANUARY 19, 2024

Yieldstreet provides access to alternative investments, including real estate, private equity, art, supply chain financing, and more. Among the diversified assets Yieldstreet provides access to are real estate, private equity, art, supply chain financing, and more.

Technology 59

Technology Advisors Legal Finance 59

PYMNTS

OCTOBER 5, 2016

“Our research shows that, despite potential challenges, many companies still see international business as an important growth opportunity,” said American Express Export Advisor Ed Marsh in a statement, who added that “getting started can often be the hardest part.”

Cross-Border 71

Cross-Border Small Business Research Advisors 71

PYMNTS

NOVEMBER 21, 2016

It’s impressive, but researchers noted that it’s a drop in VC investment compared to the quarter previously. Researchers agreed that this shows a continually high level of interest in the financial technology and innovation space among investors, despite the overall drop in VC funding.

Small Business 74

Small Business Research Advisors Continuity 74

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., More than 9,300 brick-and-mortar stores closed last year in the U.S.,

Advisors 61

Advisors On-Demand Economy Research 61