Fintech Labs Insights

MAY 2, 2023

Below is our curated list of top fintech, banktech, payment tech, investech global conferences for 2023. These the biggest and best events in the financial services space geared towards technologists, product managers, developers, marketers and C-Suite execs at both financial institutions and rival fintech firms.

Conference 29

Conference Las Vegas San Francisco Fintech 29

PYMNTS

JUNE 28, 2019

The FinTech firm will also serve as the consumer credit card issuer for the AA and the bank’s U.K. is an exciting and important development in Jaja’s journey and is part of our strategy to create partnerships that will help more people embrace a simpler way of managing credit.”. FinTech startups increased 57 percent to $1.6

Cards 100

Cards Charlotte Fintech Innovation 100

PYMNTS

DECEMBER 9, 2019

Founded in 2000 by CEO Michael Praeger, the Charlotte, North Carolina-based firm provides software that automates payments, invoicing and accounting for small and mid-sized businesses (SMBs). The firm has 1,300 employees across offices in seven states and is distinguished as a global FinTech unicorn.

North Carolina 130

North Carolina Nashville Charlotte Boston 130

PYMNTS

JUNE 4, 2019

Under the agreement, Visa’s customers and banking and FinTech partners will have the option to use Currencycloud’s cloud-based payments platform to provide in-demand services, including multi-currency wallets and real-time notifications on foreign exchange transactions.

Payments 139

Payments Charlotte User Experience Innovation 139

PYMNTS

JUNE 13, 2019

As noted in Retail Dive, the two companies said in a press release that Visa banking and FinTech partners will have the option to use Currencycloud’s cloud-based payments platform. Visa also said last week that it linked with Currencycloud to focus on cross-border and travel payments. Mastercard, Too. Separately, and beyond the U.S.,

Charlotte 189

Charlotte Payments Taxes Compliance 189

PYMNTS

FEBRUARY 6, 2020

Europe’s open banking regulations have forced financial institutions (FIs) to use APIs to open their data to FinTechs, which has resulted in many new services for businesses. Faster payments allow firms to unlock improved invoicing terms and just-in-time stock management in addition to receiving their funds quickly.

Payments 160

Payments Data Charlotte System 160

Fintech Labs Insights

AUGUST 16, 2024

Before becoming an indie online banking/fintech analyst in the mid-1990s, I tried to do the same in the consumer loan/mortgage industry. My favorite real job had been as a loan/mortgage product manager at Rainier Bank (now BofA). I ended up pivoting to the fledgling online banking world, and I’m super glad I did.

Conference 15

Conference Las Vegas Lending Nashville 15

Fintech Labs Insights

OCTOBER 1, 2024

These are the largest events in the insurance industry geared towards technologists, program managers, marketers, developers and C-Suite execs at both legacy insurers and upstart insurance tech firms. Below is our curated list of the biggest and best global insurtech events and conferences for the rest of 2024.

Conference 12

Conference Las Vegas Nashville Charlotte 12

Fintech Labs Insights

JULY 2, 2024

Before becoming an indie online banking/fintech analyst in the mid-1990s, I tried to do the same in the consumer loan/mortgage industry. My favorite real job had been as a loan/mortgage product manager at Rainier Bank (now BofA). I ended up pivoting to the fledgling online banking world, and I’m super glad I did.

Conference 15

Conference Las Vegas Lending Nashville 15

Jeff For Banks

MARCH 1, 2020

These processes drain resources from more promising investments such as small business loan decisioning, integrated cash management, and retail customer marketing solutions. Not in Charlotte, New York, or Pittsburgh. Sometimes the tech stack shortfall is in the engine. In WSFS' case, it's the Philly/ Wilmington market area.

Resources 78

Resources Charlotte Strategy Technology 78

Fintech Labs Insights

MAY 3, 2023

These are the largest events in the insurance industry geared towards technologists, program managers, marketers, developers and C-Suite execs at both legacy insurers and upstart insurance tech firms. Below is our curated list of the best global insurtech events and conferences in 2023.

Conference 15

Conference Las Vegas San Francisco Nashville 15

CB Insights

AUGUST 14, 2018

The largest share of the unicorn companies are internet software & services companies (15%), followed by e-commerce (14%) and fintech (12%). China’s Lu.com ($18.5B) is the most valuable private fintech company. Out of those companies, the most represented category was fintech (8 companies). 9f Group. $1. About You.

Company 78

Company Marketing Capital Software 78

Fintech Labs Insights

JANUARY 18, 2023

These are the largest events in the financial services industry geared towards banking technologists, program managers, marketers, developers and C-Suite execs at both legacy financial institutions and upstart banktech and fintech firms. Below is our curated list of the best global banking tech events and conferences in 2023.

Las Vegas 12

Las Vegas San Diego Nashville CA 12

Fintech Labs Insights

JULY 11, 2023

These are the largest events in the financial services industry geared towards banking technologists, program managers, marketers, developers and C-Suite execs at both legacy financial institutions and upstart banktech and fintech firms.

Las Vegas 12

Las Vegas San Diego Conference Austin 12

Fintech Labs Insights

JULY 11, 2023

These are the largest events in the insurance industry geared towards technologists, program managers, marketers, developers and C-Suite execs at both legacy insurers and upstart insurance tech firms. Below is our curated list of the best global insurtech events and conferences in 2023. And prices tend to rise as the event draws closer.

Conference 12

Conference Las Vegas San Francisco Nashville 12

Fintech Labs Insights

MAY 2, 2023

These are the largest events in the financial services industry geared towards banking technologists, program managers, marketers, developers and C-Suite execs at both legacy financial institutions and upstart banktech and fintech firms.

Las Vegas 12

Las Vegas San Francisco San Diego Conference 12

PYMNTS

OCTOBER 14, 2020

Head Keith Grose and Innovate Finance CEO Charlotte Crosswell told Karen Webster as part of a recent PYMNTS TV session on London’s FinTech environment, in partnership with London & Partners, the official international trade, investment and promotion agency for London. When we were looking to expand outside of the U.S.

Fintech 258

Fintech Industry Innovation Charlotte 258

Fintech Labs Insights

SEPTEMBER 30, 2016

Three Finovate alums won their respective categories at the 2016 Wealth Management Awards. For Envestnet, the award comes just days after announcing its new collaboration with Charlotte, North Carolina’s Innovation Partners , who will use financial wellness solutions from Envestnet | Yodlee to enhance its wealth management services.

San Diego 12

San Diego Management North Carolina Philadelphia 12

NCR

NOVEMBER 20, 2017

Bank of America has been working with financial data aggregators to provide the option for customers to securely share their account data with third-party money management apps. Bank of America opens up to third-party apps. Bank of America piloted this system with two data aggregators.

Data 49

Data America Charlotte Industry 49

Fintech Labs Insights

DECEMBER 13, 2021

We divided the payment providers into four categories: Charge card and expense management ( see our list here ). Subscription management platforms (coming soon). Charlotte, NC. We call it the FAB score, standing for Fintech Attention Barometer. HQ: Charlotte, NC. Payment processors (coming soon). 7 Dec 2021.

San Francisco 15

San Francisco Online Seattle Denver 15

Fintech Labs Insights

APRIL 30, 2015

HQ: Charlotte, North Carolina. Household bill management solution. The post Fintech Fundings: 15 Companies Raise $125 Million Week Ending May 1 appeared first on Finovate. Tags: Home management, bills, billpay, expense sharing, payments, mobile. Digital banking platform for financial institutions. HQ: Provo, Utah.

Las Vegas 12

Las Vegas Company North Carolina Fintech 12

Gonzobanker

SEPTEMBER 28, 2017

Industry-specific tech talent is consolidating and migrating to programmer and megabank community hotspots in San Jose, Seattle, San Francisco, Boston, Raleigh, Charlotte, Atlanta and Phoenix. Now, fintech vendors are retooling their apps to go even further to the cloud using Amazon, Microsoft and Google server-less functions.

Data 61

Data How To San Jose San Francisco 61

CB Insights

AUGUST 16, 2017

This new unicorn cohort operates across industries, from fitness tech to cybersecurity to enterprise data management. Select Round Investors: capitalG, Goldman Sachs, Balyasny Asset Management. Select Round Investors: Y Combinator, Matrix Partners, Tiger Global Management. OUTCOME HEALTH. Valuation: $5.5B. Valuation: $1.8B.

Meeting 68

Meeting US Capital North Carolina 68

Fintech Labs Insights

JUNE 24, 2016

MK Capital Managing General Partner Bret Maxwell called Passport “the clear market leader on many fronts” and praised the company’s “cutting edge platform, expanding revenue growth, and … strong industry partnerships.” ” Youakim said.

North Carolina 22

North Carolina Portland Charlotte Ohio 22

Fintech Labs Insights

MAY 16, 2016

Zenmonics was featured as a Top Workplace in 2015 and was recently highlighted in the Charlotte Observer for its office renovations. The company’s last demo was at FinovateFall 2014 where it debuted TruBusiness financial management software. Geezeo demoed at the first Finovate, held in 2007.

North Carolina 14

North Carolina Charlotte Analysis Software 14

Fintech Labs Insights

OCTOBER 12, 2015

Hip Pocket debuted its new solution at the inaugural FinCon FinTech Startup Competition in Charlotte, North Carolina last month, picking up a runner-up award of $1,500 in cash. Hip Money is a personal finance management app that seeks to compliment human behavior in pursuit of higher savings rates rather than change it.

San Jose 12

San Jose North Carolina Nebraska Charlotte 12

CB Insights

AUGUST 14, 2017

This new unicorn cohort operates across industries, from fitness tech to cybersecurity to enterprise data management. Select Round Investors: capitalG, Goldman Sachs, Balyasny Asset Management. Select Round Investors: Y Combinator, Matrix Partners, Tiger Global Management. OUTCOME HEALTH. Valuation: $5B – $5.5B. AvidXchange.

US 28

US Capital North Carolina Data 28

PYMNTS

FEBRUARY 7, 2020

A genuine sea of change is rising in terms of how merchants want to interact with their shoppers and how consumers want to manage their transactions. Banks are also opening their APIs to FinTech firms, enabling the latter to create a flurry of new solutions for business customers.

Google 123

Google Retail United States Online 123

Fintech Labs Insights

MAY 26, 2016

Fintech deals by size from 30 April to 6 May 2016: VTS. Commercial real estate leasing & asset management platform. HQ: Charlotte, North Carolina. Banking & wealth management platform. Porftfolio management for institutional investors. Accelerator: VC Fintech Accelerator (Little Rock, Arkansas).

St. Louis 20

St. Louis Company Fintech New York City 20

Fintech Labs Insights

AUGUST 1, 2016

Second quarter closed with a frenzy of fintech fundings with 49 deals announced the last week alone, 10 more than the previous weekly record. Fintech deals by size from 25 June to 1 July, 2016: Paycor. HQ: Charlotte, North Carolina. Recurring bill management . Of the total raised, $61.5 million was debt. LendingKart.

Company 12

Company Fintech New York City Lending 12

Fintech Labs Insights

SEPTEMBER 21, 2015

The money flow into fintech continued unabated this week with more than a half-billion ($557 million) raised by 24 companies. Year-to-date fintech firms have raised $13 billion. HQ: Charlotte, NC. Risk management for P2P lending. Direct debit management services. Here are the fundings by size from Sep.

New York City 12

New York City San Francisco Company Fintech 12

Fintech Labs Insights

OCTOBER 26, 2015

There were two blockbuster deals, $170 million to German marketplace lender Auxmoney and $81 million to health insurance management platform Collective Health. Payment management . Online personal financial management. Healthcare payment management. HQ: Charlotte, North Carolina. Latest round: $81 million Series C.

Company 12

Company Fintech California North Carolina 12

Fintech Labs Insights

DECEMBER 28, 2015

But if there’s one in the fintech sector, the dozens of investors in these 23 companies didn’t get the memo. In the last full non-holiday week of the year, $685 million poured into fintech companies worldwide. Investing & portfolio management. FinTech Group. HQ: Charlotte, North Carolina.

Company 12

Company Fintech North Carolina California 12

William Mills

SEPTEMBER 7, 2016

Data and Analytics are a profit center rather than something that just needs to be managed. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Their API is already integrated in a few core systems and other fintech necessitates. Turning Data into Insight and further into Action.

Mobile 40

Mobile Cards Fraud Data 40

CB Insights

OCTOBER 31, 2019

Today, the bots are still being used across industries like fintech, healthcare, sales and CRM, retail, and even law — and they’re having important, though quiet, effects. Fintech: Contract review & bill negotiation. Personal finance: Using chatbots to help people manage their spending. Table of Contents.

Industry 78

Industry Examples Tools Retail 78