CB Insights

AUGUST 23, 2018

trillion in total assets, JPMorgan Chase is the largest bank in the US. Its retail bank, Chase, spans 61 million American households. Led by Chairman and CEO Jamie Dimon, the bank is undergoing a transformation, moving away from offline legacy systems and into the digital age. Live briefing: Consumer Banks in The Digital Age.

Consumer 76

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

PYMNTS

MAY 18, 2017

In the world of transportation and mobility, one of the most-awaited innovations is the autonomous vehicle capable of automatically navigating streets and routes based on user preference. Over the past decade, several institutions have begun experimenting with robo-advisors (also known as robo-investors). New World of Investments.

Advisors 40

Advisors Online and Mobile Banking Rules Legal 40

CB Insights

SEPTEMBER 10, 2019

A 2018 survey by Bank of America shows that millennials’ top financial priorities were saving for emergency funds (64%), saving for retirement (49%), and saving to buy a house (33%) — not much different from the concerns their baby boomer parents had 30 years ago. From big banks to big tech. From big banks to big tech.

Finance 77

Finance Online and Mobile Banking Micro-Entry Advisors 77

Fintech News

APRIL 10, 2025

From bustling megacities to remote villages, digital finance is breaking down barriers, giving millions access to banking, credit, and investment opportunities for the first time. It claims to run on a tech platform for mutual fund distribution, with an instant online registration process.

FinTech 112

FinTech Payment APIs and Integration Online and Mobile Banking AI 112

Fintech News

JANUARY 21, 2025

Embedded finance refers to the integration of financial services directly into non-financial platforms, eliminating traditional barriers to transactions and enhancing user convenience. enhances accessibility through vouchers and discounts spanning services like food delivery and online shopping. Similarly, DBS PayLah!

Stablecoins 109

Stablecoins FinTech Embedded Finance Financial Inclusion 109

Fintech News

MARCH 18, 2024

The report, released in September 2023, looks at the Thai fintech sector, highlighting the rise of digital payments and the explosive growth of real-time transactions, as well as presenting the opportunities that exist in digital remittances, open banking, business-to-business (B2B) payments and agricultural lending.

FinTech 113

FinTech Online and Mobile Banking Blockchain Product 113

FICO

AUGUST 19, 2022

Tackling the Fintech Threat: A Guide for Banks and Credit Unions. billion globally in 2021 – banks and credit unions are losing their status as the primary financial services providers to American consumers. According to a 2022 report by Cornerstone Advisors , the percentage of Gen Z, Millennial, and Gen X consumers in the U.S.

Credit Union 52

Credit Union FinTech BNPL Online and Mobile Banking 52

The Fintech Times

JANUARY 25, 2024

Funding and investments Mondu , the B2B payments company, has raised an additional €30million in debt financing from German bank Vereinigte Volksbank Raiffeisenbank (VVRB). Led by Canapi Ventures, the Series A also had participation from Andreessen Horowitz, Remarkable Ventures and banks Huntington National Bank, First Horizon and Regions.

Distributed Ledger Technology (DLT) 59

Distributed Ledger Technology (DLT) FinTech RTP Multi-Currency 59

Fintech News

OCTOBER 28, 2024

It enables financial institutions, especially those without core banking systems or with systems lacking API integration, to manage bulk transactions. Integrated with bank accounts and digital wallets in Pakistan, Hakeem provides customers with easy disbursement options. ThitsaWorks Pte.

AI 108

AI FinTech Innovation Payment APIs and Integration 108

CB Insights

AUGUST 14, 2018

It was the first example of a smart mobile phone. Onlookers were unsure what this device would compete with: Would it hurt mobile phone makers like Nokia or developers of handheld planners like Palm, who were also trying to enter into the phone space? That will be their role in mobile phones as well.”. Robo-advisors.

Bitcoin 78

Bitcoin Online and Mobile Banking Advisors Origination 78

Fintech Labs Insights

NOVEMBER 18, 2014

In late summer, I published a two-part post detailing the most important retail banking projects for next year ( here and here ). So in semi-prioritized order, here are six myths that continue to hamper the strategic planning of retail banks (at least in the United States). Those things can easily be done on mobile.

Online and Mobile Banking 30

Online and Mobile Banking Non-Bank P2P Consumer 30

Fintech Labs Insights

JANUARY 13, 2016

Can you imagine spending as much time with your banking app as you do with Facebook or Twitter? Not only can FINANTEQ imagine it, but with its new banking app, SuperWallet , the Polish spin-off from eLeader is doing everything it can to make it happen across Europe and, soon, the U.S.

Innovation 15

Innovation Online and Mobile Banking Mobile Banking Non-Bank 15

CB Insights

OCTOBER 6, 2017

As more people shop for products online, there is greater pressure on order fulfillment centers to ship items on time. As consumers shift online, skills transfer may not follow a similar pattern for employees. Specifically, companies focused on mobile-first solutions have seen an uptick in deals.

AI 69

AI Risk Automation On-Demand 69

CB Insights

OCTOBER 10, 2017

How Level Money designed itself specifically for a mobile-first experience. Acorns’ rock-bottom customer acquisition costs as driven by non-viral referral. Daily bill payments from Check’s mobile app reached over $1M in daily volume in just one year. bank accounts. Let’s dig in. Source: Andrew Chen.

Finance 78

Finance Online and Mobile Banking Product Checks 78

Fintech Labs Insights

SEPTEMBER 1, 2015

AcceptEmail serves today’s consumers with online, real-time email payments. Market segments include insurance, banks, telecom, utilities, and property management. Advisor Software is a Cloud provider of sophisticated wealth management and digital investment advice APIs and apps for financial services enterprises.

Online and Mobile Banking 28

Online and Mobile Banking Card Issuer Credit Union Issuers 28

Fintech Labs Insights

APRIL 13, 2016

Online & offline real estate broker. Mobile payment platform for restuarants. Tags:Consumer, merchants, payments, POS, acquiring, debit/credit cards, mobile. Online stock trading game. Payment processing system for non-profits. Cortera raised a fresh $3.5 million for its business data service. Bright Health.

Online and Mobile Banking 20

Online and Mobile Banking FinTech Advisors Underwriting 20

Fintech Labs Insights

JULY 22, 2015

Advisor Software will provide an overview of its wealth management cloud platform – an end-to-end suite of APIs, apps and widgets that power digital investment advice and financial planning applications. Backbase will talk about its Digital Banking Platform and its Open Banking Marketplace.

Payment APIs and Integration 29

Payment APIs and Integration Online and Mobile Banking API EMV 29

Fintech Labs Insights

APRIL 4, 2016

Consumer online investment platform. Banking services for the under- and non-banked. Tags: Consumer, investing, trading, robo-advisor, porfolio management. Source: Crunchbase. Betterment. Latest round: $100 million Series E ($700 million valuation). Total raised: $205 million. HQ: New York City. Source: Finovate.

Underwriting 18

Underwriting FinTech P2P Online and Mobile Banking 18

Fintech Labs Insights

APRIL 12, 2024

Long before fintech was a thing (1995), I launched the first, and by most measures the biggest, newsletter during the first two decades of online/digital banking. It was called Online Banking Report and was read by a sizable portion of major industry players. Note: These are the rankings from 10 years ago.

Online and Mobile Banking 15

Online and Mobile Banking Innovation FinTech NOV 15

Fintech Labs Insights

JANUARY 19, 2017

” Liferay helps banks create meaningful digital experiences for their customers. Additionally, Liferay DXP ensures that the FI is able to deliver a consistent, digital experience from the PC to mobile “right through the front door of a brick and mortar location,” Nakamura said. Where’s the payoff?”

Online and Mobile Banking 15

Online and Mobile Banking Non-Bank Credit Union On-Demand 15

Fintech Labs Insights

MARCH 8, 2016

The $75 million raised was the lowest total in a non-holiday week since the first week of March a year ago (who knew the 9th week was so slow?). Robo-advisor software for financial institutions. UK-based challenger bank. Mobile payments platform. Online forex trading service. Mobile stock investing information.

Underwriting 18

Underwriting FinTech Accreditation P2P 18

Fintech Labs Insights

JULY 14, 2016

Bento for Business landed $7 million for its digital business banking platform. Bank operating system. Digital business banking platform. Mobile point-of-sale platform. Mobile point-of-sale apps. Tags: B2B2C, SMB, payments, mobile, mPOS, merchants. Buzz Points grabbed $1.8 Latest round: $17.7 CrowdFlower.

Underwriting 15

Underwriting FinTech Online and Mobile Banking Debit Card 15

CB Insights

OCTOBER 26, 2020

In 2006, investment banks were at the top of the finance world. After the collapse of Lehman and Bear Stearns and the global financial crisis that ensued, the business models of the world’s biggest investment banks needed to change. As a result, banks are facing dropping IPO profits. Some banks have collapsed.

Underwriting 78

Underwriting Research Online and Mobile Banking Non-Bank 78

CB Insights

JUNE 17, 2020

In the wake of the outbreak, everything from doctors appointments to schooling to workouts went online. As more people have worked, learned, banked, exercised, relaxed, and even sought medical care from home during Covid-19, they have gotten a crash course in just how much can be accomplished at home. Online courses & content.

Posting 101

Posting Technology Online and Mobile Banking On-Demand 101

CB Insights

MAY 15, 2019

Visa’s Innovation Center aims to increase collaboration among teams working on tech solutions spanning tokenization, payment apps, mobile location confirmation, and more. DBS Bank — DBS Asia X (DAX). Notable projects: Fidelity Charitable is a public charity that accepts non-cash financial assets. Founded: 2016.

Innovation 78

Innovation Finance Online and Mobile Banking Blockchain 78

CB Insights

SEPTEMBER 4, 2019

Online platforms like Hipcamp and Campsy have emerged to help campers book unique lodging experiences like yurts, treehouses, and caves. From Starbucks to Panera, chains are embracing mobile ordering and in-store pickup to attract a busier, millennial audience. MILLENNIALS ARE SEEKING OUT MORE AFFORDABLE, BESPOKE TRAVEL ARRANGEMENTS.

Online and Mobile Banking 78

Online and Mobile Banking On-Demand Product Consumer 78

CB Insights

AUGUST 20, 2017

The company offers unsecured credit to underbanked Hispanic families that lack FICO scores, credit histories, and traditional banking relationships. Endless mobile. Endless Mobile is a computer and operating system tailor-made for the developing world where a reliable Internet connection can be hard to obtain.

Underserved 60

Underserved Online and Mobile Banking Cross-Border Non-Bank 60

CB Insights

OCTOBER 31, 2017

But overpriced, over-hyped hardware products weren’t the only “innovations” we said goodbye to: we also recently witnessed the deaths of startups working in mobile AR, e-commerce, digital media, and more. Title: My Mobile AR Start-Up Died So Yours Doesn’t Have To. Product: Blin.gy App. Product: Raptr.

Posting 78

Posting Product Online and Mobile Banking On-Demand 78

The Fintech Times

JANUARY 23, 2025

Richie Santosdiaz , executive economic development advisor (emerging markets), The Fintech Times delves into the country’s fintech development and how it impacts the wider South African economy. Approximately 95 per cent of South Africans own a mobile phone, with smartphones accounting for 91 per cent of all devices in the country.

Financial Inclusion 69

Financial Inclusion Online and Mobile Banking Non-Bank FinTech 69

The Payments Association

APRIL 14, 2025

Key developments include progress on stablecoin regulation with draft legislation anticipated, advancements in open banking and variable recurring payments (VRPs), outcomes from the PSR's review on card fees, and the introduction of buy now pay later (BNPL) legislation in Parliament.

Regulations 88

Regulations ISO 20022 Cross-Border Legal 88