Bank Innovation

MAY 17, 2016

SigFig, a San Francisco-based robo advisor, partnered with UBS Wealth Management to create and customize digital tools for WMA’s 7,000 advisors, it was announced today. The tools will “complement” the existing expertise of UBS advisors, and not form a separate automated platform, SigFig said.

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Bank Innovation

MARCH 2, 2018

EXCLUSIVE – Anand Talwar, deposits and consumer strategy executive at Ally Bank has joined the speaker faculty for Bank Innovation 2018, taking place next week March 5 to 6 in San Francisco. He also is responsible for.Read More.

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San Francisco Innovation Strategy Retail 220

Payments Dive

MAY 6, 2022

San Francisco-based Block is focused on expanding buy now-pay later provider Afterpay’s customer base and managing its loss rate, Block executives said during Thursday’s first-quarter earnings call.

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San Francisco Management 195

Bank Innovation

MARCH 7, 2018

EXCLUSIVE (SAN FRANCISCO) -- Welcome back to the fintech boom. At this time last year, fintech was in a downturn. Fintech venture funding was down more than 9% year-over-year; valuations seemed stuck. But the fintech market has rebounded.

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Bank Innovation

FEBRUARY 26, 2018

Bank Innovation 2018 will take place March 5-6 in San Francisco. based community bank, Lead, Rowland serves in multiple management roles, including.Read More. At Lead Bank, a Kansas City, Mo.-based

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Kansas City San Francisco Innovation Kansas 199

Abrigo

DECEMBER 18, 2023

Stress testing, monitoring are essential Financial institutions should challenge assumptions about CRE risk while also watching for red flags as they manage the CRE portfolio. Bankers should examine warning signs and shore up defenses for existing income-producing CRE loans as part of commercial property loan risk management.

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Risk Management Management Lending Capital 221

PYMNTS

JULY 10, 2020

He has grown from a small group of vintage cars in the San Francisco area to a global, tech-savvy transportation network in four countries with 1,500 cars. People were just canceling events, conventions … there were over 37 conventions in San Francisco that represented close to $1 billion of business coming into the city.

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PYMNTS

JUNE 24, 2020

Fleetsmith , a startup that has built a platform enabling corporate IT crews to manage Apple devices, has been acquired by the tech giant, the company’s founders confirmed in a blog post. Launched in 2016, Fleetsmith created a platform that IT departments can use to remotely set up and manage Apple devices.

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Apple Management San Francisco Security 159

Bank Innovation

JANUARY 9, 2019

The San Francisco-based company will acquire its competitor Quovo, a wealth management startup that aggregates investment and brokerage data. Fintech startup Plaid, a quiet unicorn doing a lot of the heavy lifting in the API space, announced its first major purchase this week.

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San Francisco Fintech Data Management 186

Bank Innovation

SEPTEMBER 25, 2019

The San Francisco-based company was one of the early movers in digital money management. By setting aside random amounts of money users don’t immediately need, personal finance app Digit has saved its customers more than $1 billion since its launch in February 2015.

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San Francisco Management Company Fintech 186

Bank Innovation

SEPTEMBER 4, 2019

Credit Sesame, the San Francisco-based credit score monitoring and advice platform, is building out its AI-based credit management tools with the help of a major fundraising round last week.

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San Francisco Tools Cards Management 186

PYMNTS

OCTOBER 6, 2016

A battle royale will take place in San Francisco next week that could change the way that gig , online and ride-sharing entities do business, according to Bloomberg. Internet-based sharing economy firms have so far managed to skirt rules that hold users accountable to local regulations. San Francisco has a housing crisis.

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San Francisco Pennsylvania Regulation Florida 168

Bank Innovation

FEBRUARY 12, 2018

EXCLUSIVE – Shari Van Cleave, who manages Wells Fargo’s Digital Labs, has joined the speaker faculty for Bank Innovation 2018 Bank Innovation 2018 will take place March 5-6 in San Francisco. Within Wells Fargo’s Digital Labs, Van Cleave manages a team of technology leaders to pilot various endeavors in consumer banking.

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San Francisco Innovation Management Technology 170

Bank Innovation

JUNE 28, 2018

Bento for Business wants to provide its customers with money management tools combined with banking solutions, similar to the personal financial management app for millennials, MoneyLion, according to company CEO Farhan Ahmad. For the task, San Francisco-based Bento raised $9 million in a new round of funding today.

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San Francisco Millennials Tools Management 170

PYMNTS

JULY 16, 2020

As the San Francisco-based vacation rental online marketplace has seen bookings rebound after coronavirus disruption, it will revive plans to launch an initial public offering this year, the Financial Times (FT) reported. It could be the right time for Airbnb to go public.

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PYMNTS

SEPTEMBER 22, 2020

The San Francisco-based company said the infusion of new cash will be used to reinvent its web product and expand the platform overseas. . IRL , or In Real Life, the social calendar startup created to help users meet over shared experiences, announced a $16 million Series B funding round on Tuesday (Sept.

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San Francisco social media California New York 225

PYMNTS

DECEMBER 7, 2020

Social Finance (SoFi), a San Francisco-based online lending startup, is holding talks about selling to a blank-check acquisition company, Reuters reported, to help it debut on the stock market. It has also begun work in stock trading and cash management accounts.

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Report San Francisco Lending America 269

PYMNTS

AUGUST 21, 2020

million from Symphony Asset Management LLC, the San Francisco research, valuation and risk analysis firm. 17), Citigroup won a court order to freeze $175 million it deposited into the accounts of New York-based Brigade Capital Management LP, a third hedge fund that had also lent money to Revlon. On Tuesday (Aug.

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New York San Francisco Capital Analysis 263

Bank Innovation

AUGUST 2, 2019

Nyca Partners has closed on $210 million for its third investment fund, a vehicle that will let it continue to support the growth of fintech innovation, David Sica, partner at the New York- and San Francisco-based venture firm, told Bank Innovation. “I think there’s still a lot of opportunity,” Sica said.

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San Francisco Fintech New York Innovation 186

Bank Innovation

OCTOBER 9, 2019

Digital expense management company Expensify launched a corporate card this week, building on its automated transaction tracking technology. The card offers business customers a new tool to manage expenses and adds to the data repository that will help Expensify tailor customer experiences.

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San Francisco Cards Customer Experience Tools 150

PYMNTS

MAY 22, 2017

According to a report in TechCrunch , with the new fund, the VC has a total capital of greater than $5 billion under management. Menlo’s emphasis on early-stage investing in our main funds is a strategy that’s working,” says Managing Director Mark Siegel in a statement to TechCrunch.

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San Francisco Capital Maine Analytics 164

PYMNTS

MAY 6, 2020

Federal and state officials are investigating Wells Fargo regarding the bank’s management of Paycheck Protection Program (PPP) loans. The San Francisco-based bank started processing applications for PPP loans on April 4, a day after the program opened.

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San Francisco California New York Security 245

PYMNTS

AUGUST 13, 2020

Sources told Bloomberg News in advance of the release of Q2 earnings that the San Francisco-based online vacation rental marketplace’s revenue fell to $335 million in the period ending June 30. have been hired to manage the IPO, sources told the newspaper. Airbnb Inc.

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San Francisco America Report Groups 279

PYMNTS

JUNE 10, 2019

The company has reportedly been hiring numerous product managers and engineers. Uber is taking advantage of New York’s talent pool in the financial department, which has more depth in the San Francisco sector. Uber is expanding its services and moving toward providing financial products, according to a report by CNBC.

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Fintech San Francisco FDIC New York 214

PYMNTS

NOVEMBER 12, 2020

The Key In-Garage Grocery Delivery service will initially be available in Chicago, Dallas, Los Angeles, San Francisco and Seattle before expanding to other cities around the country. Amazon will also offer the service for food orders from Whole Markets or Amazon Fresh.

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PYMNTS

NOVEMBER 4, 2020

The San Francisco-based loan marketplace operator also said it’s well-positioned to navigate the current environment and complete the acquisition next year of Radius Bancorp , which LendingClub management called its “top strategic priority.”. We are not sitting still and hoping for things to get better.”.

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Bank Innovation

MARCH 27, 2019

SigFig, a San Francisco fintech specializing in robo advice, today unveiled SigFig Atlas, an interactive platform for financial advice and software-guided sales that faces both retail banks and their customers.

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San Francisco Retail Software Fintech 170

PYMNTS

JUNE 29, 2020

We are satisfied with the unprecedented business growth rates demonstrated by Ozon in 2019,” Alexey Katkov, managing partner, said at the time. In late March, PYMNTS reported Princeville Capital of San Francisco made a $50 million investment in Ozon.

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PYMNTS

AUGUST 19, 2020

As part of that strategy, HomeLight announced the acquisition of Disclosures.io , a listings-management software provider. Uher said that company currently holds about 80 percent market share in the San Francisco Bay area and Northern California. Without a listing management platform like what Disclosures.io

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San Francisco Metro Marketing California 275

PYMNTS

SEPTEMBER 1, 2020

1) rolled out a new, no-overdraft-fee banking account aimed at consumers new to banking or who want help managing their expenses, with access as well to Zelle, a digital payments service. Wells Fargo on Tuesday (Sept. bank account, the bank noted in its announcement.

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San Francisco Payments Online Meeting 234

PYMNTS

AUGUST 14, 2020

Coinbase, the digital currency exchange, will offer bitcoin-backed cash loans to select customers as early as next month, the San Francisco-based company announced on its blog this week. Customers in 17 states have been invited to join the waitlist to borrow up to 30 percent of their bitcoin holdings.

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PYMNTS

FEBRUARY 28, 2019

The San Francisco Chronicle , citing a letter to the California Employment Development Department sent by Apple, reported the layoffs are happening at Project Titan , its self-driving car unit. The firm speculated then that the Project Titan self-driving car unit would be shuttered, reported the San Francisco Chronicle.

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Apple San Francisco California Software 170

PYMNTS

JANUARY 30, 2020

Tencent is a global technology company based in Shenzhen, China, and Dragoneer is an investment firm based in San Francisco. We are delighted to have the opportunity to invest in Farfetch at this stage in the company’s growth story,” said Marc Stad, founder and managing partner of Dragoneer.

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PYMNTS

DECEMBER 11, 2020

They’ve taken a radically different approach to money management and created an AI financial advisor with a personality that proactively delivers personalized insights that help customers spend less and save more.”. “As market, and make additional management hires in the San Francisco Bay Area. The survey showed 69.3

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San Francisco Survey Millennials Management 227

PYMNTS

MARCH 13, 2020

Wang Peng, who manages several rental units in the southern city of Guangzhou, told the Financial Times he had not seen any rentals since the Chinese New Year, and that the need for passes in apartment blocks had further decimated the customer base for out-of-towners. There was already a previous 22 percent decline last month.

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PYMNTS

NOVEMBER 24, 2020

“Our partnership with Jack Henry helps us bring Plaid Exchange to hundreds of regional and community banks, and helps ensure millions of people can access digital finance apps and services no matter where they choose to bank, invest and manage their money,” Karvounis added.

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Fintech San Francisco Community Bank Regional 198

Abrigo

AUGUST 30, 2024

Takeaway 2 Reform moves are stemming from actions of the FHFA against the San Francisco and New York FHLBs. Capital rules are also being reassessed for members and the FHLB themselves in an effort to ensure greater financial stability and risk management.

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