Asset Management Asleep at the Wheel?

Compared to other areas of finance — like banking, payments, and insurance — asset management has been slower to adopt technology-fueled transformations.

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A Tech-Infused Wealth Management Advisor Offering Human-Infused Advice

Personal Capital offers a free dashboard where users can pull together all their financial accounts for a holistic view of their assets and liabilities. CEO Jay Shah discusses the company’s notable growth during the past 16 months.

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IPC Soft Turrets Powering Remote Capital Markets Tradin

IPC provides technologies and services that are enabling traders to work from a PC in a backup center or from home during the COVID-19 crisis. CEO Bob Santella shares how the rapid transition has transpired.

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Speed: It’s How Fintechs Say They Can Help With U.S. Stimulus Payments

Speed is an oft-cited cultural difference between traditional financial service companies and their fintech counterparts, especially start-ups. And that’s a big benefit fintechs say they can offer the U.S. government as it prepares to dole out the stimulus payments enacted under the $2 trillion CARES Act.

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40+ Year Old Microsoft Teaming Up With 6+ Year Old Plaid

Microsoft, the gigantic technology company founded in 1975, is coming together with Plaid, the fresh-faced fintech that allows users to connect their bank accounts to an app.

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Tackling Financial Service Industry Challenges at Full Speed

Start-ups in the MassChallenge Fintech 2020 cohort have been a-movin’. Progress made in just three months includes pilot projects, proofs of concepts, and revenue acceleration.

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Bank App Customers Worry About Self-Inflicted ‘Fat Finger Error’

What are the safeguards when Susie is standing in her kitchen attempting to transfer money between accounts using her bank’s mobile app?

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Fintechs Stepping Up to Respond to COVID-19

During this time of uncertainty and change, fintechs are responding in inspiring and innovative ways.

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The Power of Fintechs

Understandably, headlines this week were basically 100% coronavirus, 100% of the time. The bad — even devastating — news is clear, and there’s no shortage of it. The eternal optimist in us wanted to come out of this week with a few glasses that looked half full.

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Citizens Bank Taps Employees and Fintechs in Its Drive for Innovatio

From an internal competition for innovative solutions to being a founding member of MassChallenge Fintech, Citizens Bank is looking to embrace change. Lamont Young, Executive Vice President and Head of Digital and Experience Design, shares how the bank looks for ways to improve the customer experience, reduce costs, and make paper processes digital.

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Supporting Human Wealth Managers in a Digital Ag

What’s the future of human wealth managers in an age of passive investing, ETFs, and robo advisors? Joe Mrak, global head of wealth management at Refinitiv, says data and analytics will allow the next generation of tech-savvy wealth managers to add value and remain relevant.

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Eastern Bank Shows It’s Not a Newbie in Fintech Innovatio

While it may be more than 200 years old, Eastern Bank is not a newcomer to innovation. Chair and CEO Bob Rivers and head of Eastern Labs Ashley Nagle Eknaian discuss its innovation labs — the first spun off an award-winning small business lending program, and the second lab combines internal innovation with partnerships in a portfolio approach to new developments.

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R.I.P. Wall Street Robo-Advis

News of the robo-advisor’s death may be premature. But they’ll soon be under the same pressure to outperform the market as the humans they’re replacing.

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