Entrepreneurs sometimes ask how they can get the most out of our incubator; what makes a company really excel in the program? With our second cohort recently graduating, the picture of a successful participant is crystalizing. I doubt that the hallmarks of success are any different at Ynext than in any other incubator – they are pretty much common sense […]
Recently, we partnered with AmericanBanker to host a webinar on top trends in wealth management. Panel speakers included Alois Pirker, research director; William Boland, senior analyst; and Javier Paz, senior analyst, all with Aite Group’s wealth management practice, as well as Jay Hummel of Envestnet®, and John Bird, Envestnet | Yodlee®.
Customers today have more power than ever before. With review websites, “like” buttons and instant rating systems, both good and bad news about a company’s service can travel far and fast. Customer service expectations are changing, too. Companies that deliver a friction-free, seamlessly satisfying experience have raised the bar for everyone else. As a result, healthy customer relationships are extremely […]
Recently we had the opportunity to present SnapCheck at Demo Day in San Francisco. We have been working with Envestnet® | Yodlee® before we joined its Incubator, as a way to extend the functionality of our digital checking platform and transform the world of B2B payments.
Our team recently had the chance to demo at FinovateSpring 2016, the renown conference that showcases cutting-edge banking and financial technology in a unique demo-only format. FinovateSpring 2016 was held on May 10 and 11 at the City National Civic in San Jose, California.
As I speak with experts about the state of global digital wealth management, I’m struck by the similarities between the UK and the US, specifically in how financial information is shared and used for holistic financial planning.
The global financial system is a highly complex network governed by numerous regulatory agencies, at several levels of government, which enforces a large, and evolving set of rules. At the most basic level, the purpose of regulations is to protect the trust of market participants. They need to be assured that they won’t unwittingly lose their assets (e.g. money, securities, […]
There are a slew of skills considered necessary for “being an adult.” Some, like the ability to apply for jobs, pay bills and prepare (or procure) meals, are widely recognized, while others, like financial literary, do not attract the attention they deserve. In the UK, far too many people are entering “the real world” without the information they need to […]
It’s hard to believe that Ynext Incubator Demo Day is this week—Thursday, May 12 starting at 3 p.m. After six months of intensive work honing their business acumen, expanding their technical chops and working hands-on with Yodlee transactional data, our cohort of seven companies is ready to pitch to investors. Before they take the stage, I thought I’d share a […]
Recently I attended Money20/20 Europe – the world’s largest fintech conference held in Copenhagen, Denmark. While I talked with several attendees from financial institutions and fintech innovators, I noticed some common themes from our different conversations. They’re the same conversations we’re having across Europe with banks and technology companies, and it shows that everyone is talking about similar topics. 1. […]
Early-stage fintech startups have a lot of things they’re trying to figure out. Cybersecurity may not be high among their priorities, but they’ll have to address it eventually. And the sooner the better, said Orus Dearman and Jake Johnson, business consultants with the accounting firm of Grant Thornton, speaking at the most recent Ynext Incubator bootcamp. The risk of a […]
Here at the Ynext Incubator, every year we get a new batch of applicants for our upcoming class. Although our applicants are, by definition, interested in working with Yodlee’s platform of consumer and SMB financial data, we do a fair amount of outreach so that we can get a variety of applications within that constraint, from a wide geographic and […]
A recent high-profile case involving one of Silicon Valley’s most promising “unicorns” graphically illustrated the challenges for fintech startups trying to disrupt a highly regulated industry. The founder and CEO of Zenefits was compelled to step down after charges from various state regulators that the company employed sales people that were improperly licensed to sell insurance. The new CEO told […]