CB Insights

DECEMBER 15, 2020

24 Industries & Technologies That Will Shape The Post-Virus World. 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

CB Insights

JANUARY 26, 2023

First name Last name Email Company Name Job Title Phone number Want the full expert post? The post Prioritizing 8 technologies helping wealth managers and financial advisors maintain a competitive edge appeared first on CB Insights Research. Become a CB Insights customer. If you’re already a customer, log in here.

Advisors 63

Advisors Technology Research FinTech 63

Finovate

APRIL 24, 2025

A newly announced strategic partnership between BehaviorQuant and Quantlake is designed to bridge the gap between research and investor expectations. Photo by Hrayr Movsisyan The post BehaviorQuant and Quantlake Forge Strategic Partnership to Enhance Investment Decision-Making appeared first on Finovate.

Assessments 64

Assessments Risk Advisors Research 64

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

The Fintech Times

MARCH 10, 2025

Recent Datos Insights research indicates that 91 per cent of surveyed financial institutions (FIs) are making significant or moderate investments in payment modernisation. ” The post FinScan Enhances Payment Screening Solution to Help Fintechs Stay Ahead of Growing Complexity appeared first on The Fintech Times.

Money Laundering 59

Money Laundering FinTech AML Payment Message 59

CB Insights

JUNE 18, 2020

Want the full post? The post Wealth Tech Trends To Watch In 2020: Robo-Advisors, Free Trading, Micro Investing, & More appeared first on CB Insights Research. CB Insights analyzed 12 emerging trends across wealth management, ranging from alternative investing to free trading. Become a CB Insights customer.

Advisors 51

Advisors Research Posting 51

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 113

Advisors Risk Management Research FinTech 113

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

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

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

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

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

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

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

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

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

The Fintech Times

MARCH 14, 2025

Nearly 1 in 4 (23 per cent) young people said they go to financial advisors or professionals for investment advice or information, whereas much fewer (15 per cent) said they would go to social media platforms. The research also shows that Gen Z wants to invest sustainably but prioritises financial outcomes.

Finance 59

Finance Financial Literacy Advisors Laws 59

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

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

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

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

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 109

Finance Accreditation AI Advisors 109

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 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

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

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 122

Credit Cards Scams Advisors Finance 122

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 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

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 64

FinTech Audit Financial Inclusion Advisors 64

CB Insights

JULY 28, 2020

Willis Re is one of the world’s leading reinsurance advisors. The post Insurance Tech Q2 2020 appeared first on CB Insights Research. Over our 180-year history, we have developed a deep insight into all aspects of the global insurance industry.

Advisors 90

Advisors Risk Consulting Technology 90

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

FloQast

MAY 22, 2024

About the Author: Katie Thomas, CPA, is a content creator, 2021 & 2022 40 under 40 CPA Practice Advisor recipient, Top 50 Women in Accounting recipient, and the owner of Leaders Online, where they help accounting professionals increase their impact, influence, and income through thought leadership and digital marketing.

Accounts 52

Accounts Posting Adjustments Professional Development 52

Finovate

AUGUST 15, 2024

Growing revenues via customized research offerings was also mentioned as a goal, along with managing costs while embracing digitalization and new, enabling technologies like AI. Eko Investments Offers investments to all clients starting from $10, and not just the top 1% via a financial advisor. Headquartered in New York.

Innovation 59

Innovation Advisors AI Authentication 59

CB Insights

APRIL 28, 2021

Willis Re is one of the world’s leading reinsurance advisors. The post Insurance Tech Q1 2021 appeared first on CB Insights Research. Over our 180-year history, we have developed a deep insight into all aspects of the global insurance industry.

Advisors 97

Advisors Risk Consulting Technology 97

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 Consumer 52

CB Insights

DECEMBER 10, 2021

Tipalti , an automated payments processor approaching decacorn status, has raised a $270M Series F round that drew participation from 01 Advisors, Durable Capital Partners, Zeev Ventures, Morgan Stanley, and G Squared. Want the full post? The post Tipalti Hits $8.3B HOW’S THE COMPANY PERFORMING?

Automation 56

Automation Accounts Advisors Processors 56

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