Blog - Page 187 of 1289

FinovateSpring 2023 Sneak Peek: Setuply

By Madeline Clines Posted on April 20, 2023
Categories: FinovateSpring 2023, FinovateSpring 2023 Sneak Peek, Setuply

A look at the companies demoing at FinovateSpring in San Francisco on May 23 and 24. Register today and save your spot.

Setuply is a client onboarding solution that optimizes provider revenue recognition while reducing time to value for customers.

Features

Client IMPACT Control Panel - addresses client transparency and engagement

ScaleUP Onboarding Engine - predictable, scalable, and repeatable

Professional Services Automation - provides improved capacity and throughput

Why it's great

Onboard faster and live better with Setuply's complete client onboarding solution.

Presenters

Rachel Lyubovitzky, CEO
Lyubovitzky is a successful B2B enterprise tech entrepreneur, accomplished leader, and investor with a passion for effective strategies, successful execution and continued innovation.
LinkedIn

Kelly Blackledge, Product Manager
As a seasoned B2B Product Manager, Blackledge leverages her expertise in market research, user experience design, and agile development to deliver powerful solutions that drive the business forward.
LinkedIn

SmartAsset Acquires DeftSales to Help Advisors Grow their Practices

By Julie Muhn (@julieschicktanz) Posted on April 19, 2023
Categories: Alumni News, Daily news, Mergers & Acquisitions, SmartAsset

Financial advice platform SmartAsset has acquired advisor prospect engagement company DeftSales.

The company has integrated DeftSales into its SmartAdvisor advisor growth solution, renaming the technology DeftSales by SmartAsset.

The new tool helps advisors respond to leads instantly, enabling them to engage warm leads before another advisor follows up first.

Financial advice platform SmartAsset is acquiring prospect engagement company DeftSales this week for an undisclosed amount.

Founded in 2020, DeftSales offers tools that integrate with a range of CRM platforms to automate financial advisors' business development outreach and provide analytics insights on client engagement. The technology helps advisors respond to leads instantly, enabling them to engage warm leads before another advisor follows up first.

"We are enormously excited to announce the acquisition of DeftSales and we look forward to integrating their solutions with our own SmartAdvisor platform," said company CEO and Founder Michael Carvin. "The feedback from advisors using DeftSales has…

NayaOne Wins Tender from Financial Conduct Authority to Build Digital Sandbox

By David Penn Posted on April 19, 2023
Categories: Alumni News, Daily news, NayaOne

Digital sandbox developer NayaOne secured the Digital Sandbox tender from the U.K. Financial Conduct Authority (FCA).

In the past year, NayaOne has built digital sandboxes and marketplaces for Lloyds Banking Group and FinTech North.

NayaOne won Best of Show in its Finovate debut at FinovateEurope in March.

FinovateEurope Best of Show winner NayaOne has scored again this year. The London, U.K.-based fintech has secured the Digital Sandbox tender from the country's Financial Conduct Authority (FCA). The Digital Sandbox will give startups a safe and secure environment to build, test, and develop their fintech solutions. All with the full support of the FCA.

"We are thrilled to have been selected for this prestigious opportunity to collaborate with the FCA on driving innovation in financial services," NayaOne CEO Karan Jain said. "We believe that our digital transformation platform and synthetic data technology will be a valuable asset in helping fintech companies…

eMagazine: Disruption Ahead: What Are the Key Trends Dominating Fintech This Year?

By Lili Nguyen Posted on April 19, 2023
Categories: Finovate eMagazine, FinovateEurope 2023

The past few years have been turbulent, and there’s reason to believe more turbulence is on its way. Technological innovation might be the answer to challenges that arise in the finance industry, but it's important to take a moment to talk about the human side of this industry. Ultimately, everything in fintech is for the benefit of the people using our products, and right now that thought needs to be at the forefront of everything we do.

The companies that will succeed in this time of uncertainty are the ones that excel at understanding their customers, and who give them good experiences, and, of course, help them lead richer, more productive financial lives.

Download this Finovate eMagazine and get an overview of the upcoming challenges of 2023. Find out more about:

Generative AI, the metaverse in the finance sector, and other technology trends emerging in 2023

Exclusive interviews from FinovateEurope…

FinovateSpring 2023 Sneak Peek: 1Kosmos

By Madeline Clines Posted on April 18, 2023
Categories: 1Kosmos, FinovateSpring 2023, FinovateSpring 2023 Sneak Peek

A look at the companies demoing at FinovateSpring in San Francisco on May 23 and 24. Register today and save your spot.

1Kosmos' BlockID provides workers and customers with convenient, passwordless multi-factor authentication with the added security of identity verification to prevent identity fraud and account takeover.

Features

Self-service, KYC-compliant identity proofing with tailorable onboarding journeys

Reusable, NIST certified IAL3/AA3 MFA

GDPR-compliant privacy-by-design with immutable audit trail

Why it's great

1Kosmos' Software-as-a-Service platform is certified to NIST, FIDO2 and iBeta PAD2 specifications and supports identity proofing and passwordless multi-factor authentication for workers and customers.

Presenters

Jens Hinrichsen, SVP, North American Sales
Hinrichsen is a career business growth leader, having held a variety of sales and marketing roles across the cybersecurity, fraud, and digital user experience space.
LinkedIn

Robert MacDonald, VP Product Marketing
MacDonald has more than 15 years of global marketing experience with leading B2B and B2C identity software…

FinovateSpring 2023 Sneak Peek: Pangea Technologies

By Madeline Clines Posted on April 18, 2023
Categories: FinovateSpring 2023, FinovateSpring 2023 Sneak Peek, Pangea Technologies

A look at the companies demoing at FinovateSpring in San Francisco on May 23 and 24. Register today and save your spot.

Pangea Technologies provides predictable, simplified FX management powered by AI. With an intuitive UX, world-class automation, and cutting-edge AI trading engine, Pangea is democratizing global FX hedging.

Features

Pangea provides Hedging-as-a-Service:

Up to 10x less expensive than alternatives

AI enables powerful performance off the shelf

Up and running in two weeks or less

Why it's great

Implementing a hedging strategy today is complicated, costly and time consuming. Pangea is the first end-to-end solution to hedge FX risk, making it simple and intuitive.

Presenter

Aeron Sullivan, Founder & CEO
Prior to Pangea, Sullivan lead two startups, one where he was named to Inc. Magazine’s 30 entrepreneurs under 30.
LinkedIn

FinovateSpring 2023 Sneak Peek: Fundica

By Madeline Clines Posted on April 18, 2023
Categories: FinovateSpring 2023, FinovateSpring 2023 Sneak Peek, Fundica

A look at the companies demoing at FinovateSpring in San Francisco on May 23 and 24. Register today and save your spot.

Fundica's funding search engine serves as a powerful business client acquisition tool for FIs and other business-support organizations by enabling them to truly democratize access to funding.

Features

Effortlessly generate new business leads and retain clients with a complementary funding search engine

Gather firmographics and funding needs

Automatically promote diversity, equity, and inclusion

Why it's great

Fundica's funding search engine makes business-support organization a more complete one-stop funding destination for SMBs by effortlessly extending their service offering at scale.

Presenter

Mike Lee, CEO & Co-Founder
Lee has held leadership roles in technology organizations, secured over $350M in government funding, and holds Engineering, MBA, and CFA designations.
LinkedIn

Techcombank Taps Personetics for Money Management Capabilities

By Julie Muhn (@julieschicktanz) Posted on April 18, 2023
Categories: Alumni News, Alumni profile, Personetics

Vietnam Technological and Commercial Joint Stock Bank, also known as Techcombank, has tapped data-driven personalization expert Personetics to facilitate AI-powered money management capabilities for its clients.

Techcombank is leveraging the partnership to help promote financial wellness among its nearly 11 million customers. Personetics' expertise in providing personalized banking experiences will bring the bank's customers personalized, automated money management capabilities. For example, Personetics will help Techcombank analyze customers’ financial transactions, aggregate bank accounts, and provide valuable insights about unexpected payments, excessive spending, and insufficient account balances. As a result, customers will receive tailored suggestions on savings, asset growth, and card usage to help achieve their goals.

"At Techcombank, our mission is to revolutionize the way our customers manage their finances to achieve more in life," said Techcombank Chief Digital Officer Pranav Seth. "We believe that data-led insights and personalized financial solutions are the key to unlocking true financial wellness…

Q2 Now Helps Firms Navigate Real Time Payment Rails

By Julie Muhn (@julieschicktanz) Posted on April 18, 2023
Categories: Alumni News, Daily news, Q2, Q2 Holdings

Q2 is launching the Q2 Instant Payments Manager.

The new tool helps banks manage workflows for instant payment schemes, including Clearing House RTP and Federal Reserve FedNow rails.

The Instant Payments Manager supports multiple functions, including Request for Payment, Request for Information, Credit Transfer, and Receipt Confirmation messages.

Digital banking solutions provider Q2 Holdings unveiled its Q2 Instant Payments Manager this week. The new tool helps banks manage workflows for instant payment schemes, including Clearing House RTP and Federal Reserve FedNow rails.

The Clearing House has offered its real-time payment (RTP) rails since 2017 and the U.S. Federal Reserve is planning to launch its FedNow RTP solution this summer. The new capabilities have many U.S. firms seeking to integrate real-time payment flows into their systems to not only keep up with competing banks, but also with customer expectations. For both of these instant payment message sets, Q2's…

RightCapital’s Cash Flow Maps Bring Intuitive Visuals to Financial Planning

By David Penn Posted on April 18, 2023
Categories: Alumni News, Daily news, RightCapital

RightCapital launched its new data visualization tool, Cash Flow Maps, this week.

The new offering provides intuitive data visuals to illustrate cash inflows and outflows in financial plans.

Headquartered in Connecticut, RightCapital most recently demoed its technology at FinovateSpring in 2019.

Seeing is believing. And RightCapital is betting that its new Cash Flow Maps will make it easier for financial advisors to collaborate with their clients. The latest addition to RightCapital's data visualization tools, Cash Flow Maps offers intuitive data visuals to illustrate cash inflows and outflows in financial plans.

"RightCapital has built its reputation on listening to advisor feedback and adding new product features at a fast clip," co-founder and CEO of RightCapital Shuang Chen said. "The Cash Flow Maps are a good example of that."

Cash Flow Maps present data in two different formats. The "Waterfall" format is a horizontal Sankey chart in which cash inflows and outflows…

Can Apple Card’s New Savings Account Improve Americans’ Savings Habits?

By Julie Muhn (@julieschicktanz) Posted on April 17, 2023
Categories: Julie's Column, Thought Leadership

As someone who is passionate about personal finance, I was excited to see Apple Card unveil its Savings account today, especially during financial literacy month. The launch comes three-and-a-half years after Apple first debuted the Apple Card in partnership with Goldman Sachs in 2019.

Launching today, the new Savings account enables Apple Card users to set up and manage their funds from within their Apple Wallet. With the high-yield savings account, users will earn 4.15% APY with no minimum deposits and no minimum balance requirements.

The accounts build on Apple Card's Daily Cash, the credit card's cashback rewards feature. When a user sets up their Savings account in the Apple Wallet, the Daily Cash they earn on purchases is automatically deposited into their Savings account. In addition to saving their Daily Cash, users can deposit funds through a linked bank account or from their balance in Apple Cash.

"Savings…