Last Updated: 2/8/2024
Top FinTech Insights
1. Israeli finance minister cancels UNRWA tax breaks – 2/8/24
2. Financial services employees welcome growth of AI and new technologies – 2/7/24
3. i80 Group leads $150m financing round for FinTech leader ID Finance – 2/7/24
4. Exclusive: Stash’s new CFO says joining the $1.4 billion fintech firm is about having ‘real impact on folks across the country’ – 2/8/24
5. HSBC’s New ‘Wise Killer’ App Vies for FX Customers – 2/7/24
Upcoming Events
1. Global Wealth Management Summit | November 8-9, 2023
2. Personal Finance Literacy (Free Online Workshop) | Multiple dates 2023
3. ABCs of Finances | Multiple dates 2023
4. Credit and Money Management Workshop | Multiple dates 2023
5. Wealth Management Summit Asia | March 2024
Top FinTech Resources
1. FintechOS is a digital banking platform that enables banks and financial institutions to launch, service, and expand differentiated financial products and services – faster and more flexibly than ever before. FintechOS is a modular platform, which means that banks and financial institutions can choose the components and features that best meet their needs. This makes it a very versatile platform that can be used to support a wide range of financial products and services, including Retail banking products and services.
2. Addepar is a wealth management platform that helps investment professionals provide the most informed, precise guidance for their clients. Addepar aggregates and analyzes data from a variety of sources, including investment portfolios, market data, and client information. This data is then used to generate reports and insights that help investment professionals make better investment decisions. Addepar is used by a variety of wealth management firms, including registered investment advisors (RIAs), family offices, and private banks.
3. Airwallex is a global financial platform that empowers businesses to grow internationally. Airwallex provides businesses with a suite of financial services, including foreign exchange, global payments, and international money transfers. Airwallex also offers businesses a variety of tools to help them manage their finances more effectively, such as multi-currency accounts and expense management tools. Airwallex is used by businesses of all sizes, from startups to large enterprises.
4. Encompass is a global leader in Know Your Customer (KYC) automation. Encompass’s platform helps financial institutions and other regulated businesses comply with KYC regulations and mitigate the risk of financial crime. Encompass’s platform automates all aspects of the KYC process, from data collection and verification to risk assessment and reporting. This can help businesses significantly reduce the time and cost of KYC compliance, while also improving the accuracy and efficiency of their KYC processes.
5. Ramp is a corporate card and expense management platform that helps businesses of all sizes save time and money. Ramp combines corporate cards, expense reimbursements, and bill payments in one simple, scalable spend management solution. With Ramp, businesses can Issue corporate cards to employees in minutes, Set spending limits and controls, Track expenses in real time, Reimburse employees quickly and easily, and Pay bills faster with automated approvals. Ramp is used by businesses of all sizes, from startups to large enterprises.
6. QRails is a cloud-based, API-driven issuer-processor enabling clients in the US, Latin America, and Europe to deliver earned wage access and other innovative digital payment solutions. QRails’ AnyDay product is the world’s first vertically integrated provider of end-to-end earned wage access, payroll cards, and other financial wellness solutions. QRails is used by fintech companies, payroll providers, and financial institutions to offer their customers innovative digital payment solutions.