Tagged: insights

Tax Transformation Trends Survey Examines Shift Towards Insight-Driven Compliance

Deloitte announced the launch of its 2023 Tax Transformation Trends survey, a biannual effort which details sentiments from more than 300 senior global tax and finance executives and examines “how tax departments are undergoing fundamental transformation in response to today’s challenging legal and regulatory landscape.”… Read More

Chainalysis Comments on US Proposed Tax Regulations which Outlines Information Reporting Obligations for Crypto Exchanges

Roger M. Brown,  the Global Head of Tax Strategy at Chainalysis, notes that on August 25, 2023, the U.S. Internal Revenue Service released proposed regulations that would require domestic and foreign exchanges and other types of “brokers” who “effect sales” of digital assets to (1) collect… Read More

Diego Lizarazo of Agoric: Blockchain Professional Comments on How a JavaScript Library Supports Web3 Devs Entering DLT, Smart Contracts Ecosystem

We recently connected with Diego Lizarazo, Director of Developer Relations at Agoric. Recently, Amazon launched Cloud Tools (AMB Access and Query services), which make it easier for developers to create decentralized applications. While this is a step in the right direction, more needs to be… Read More

Real-Time Payments Adoption Survey Released by BNY Mellon, Datos Insights

BNY Mellon (NYSE: BK), in collaboration with Datos Insights, released a report examining the ongoing growth of real-time payments as a result of increasing demand from consumers for faster payment options. The report finds that a focus on faster payment rails “represents a significant market… Read More

Prerak Sanghvi, VP of Engineering at Clear Street: Fintech Exec Discusses How API-first Development Is Streamlining Software Apps

  According to Insights Distilled’s recent State of Enterprise Tech report, API-first development is streamlining software, with respondents claiming they are ready to start utilizing APIs at scale, with 43% naming it a top priority for 2023. Additionally, a survey from Insight Partners’ portfolio company… Read More

Private Securities Marketplace, Forge Global, Reports that Private Market Is Showing Signs of Improvement as IPO Market Recovers

Forge Global has shared the latest Private Market Update with CI. The report, prepared by global private securities marketplace, Forge Global (NYSE: FRGE), includes key insights based on the most current developments. The Forge Private Market Index, which tracks the most liquid private companies on… Read More

Fintech Torpago, Revio to Enable Community, Regional Banks to Grow Revenue, Increase Client Retention

Torpago, a modern business credit card and spend management platform provider, today announced a partnership with Revio, a customer-insights platform that transforms bank data into actionable insights. The partnership will deliver “a revenue-generating corporate credit card program to community and regional banks, targeted at the… Read More

Stablecoins Now Serve A Key Role in DeFi Protocols, Acting as a Reliable Medium of Exchange Between Crypto Tokens – Report

Stablecoins are digital currencies which are pegged to major (and relatively stable) fiat currencies like the US dollar, Euro, the British pound (among others). Recently, the team at S&P Global provided a deep dive report into valuation and depegging of stablecoins. As explained in the… Read More

UK Financial Institutions Are Seeking Embedded Finance Solutions, Report Claims

Drawing insights from independent research, including a survey of 250 executives and managers from UK banks or financial firms, Weavr’s whitepaper provides “a comprehensive look at current attitudes towards, and actions to develop, embedded-finance offerings by UK financial institutions.” Amongst the key findings, the research… Read More

Jett Tang of The Next Crypto Gem: Blockchain Professional to Help Accelerate Web3 Adoption

Jett Tang, the executive producer of The Next Crypto Gem, a Reality TV series that premieres September 7, 2023, has shared key insights with Crowdfund Insider. Jett Tang claims that he is focused on moving Web3 towards mainstream adoption. That’s why he has launched this… Read More

Uldis Tēraudkalns, CEO of Nexpay: Fintech Veteran Comments on Implications of MiCA Regulation for European Fintechs

Uldis Tēraudkalns, CEO of Nexpay, a fintech scale-up providing business banking solutions for digital companies, recently shared his views and insights with CI. Licensed by the Bank of Lithuania and operating across Europe, Nexpay reportedly processes over €2.5 billion annually and has helped over 600… Read More

Digital Assets: Research Analyst Says Asia, Europe Might Take Larger Share of Crypto Market Due to Regulatory Uncertainty in the US

Matteo Greco, Research Analyst at the publicly listed digital asset and fintech investment business Fineqia International (CSE:FNQ), has shared key insights with CI. SEC vs Service Provider Developments Keeps Market Volatility Up Bitcoin (BTC) closed last week “around $26,000, a 0.5% decrease in price from… Read More

Travis Schwab, CEO of Eventus: Finance Professional Comments on Regulatory Compliance Challenges Industry Faces

We recently caught up with Travis Schwab, Founder and CEO of Eventus – a global provider of multi-asset class trade surveillance, algo monitoring, and risk control solutions. According to the firm, Travis has a deep background in capital markets and over 25 years of experience… Read More

Chainalysis Explains How On-Chain Data May Help Assess Digital Assets for Opportunity, Risk

Many investors are eager to embrace cryptocurrency, but don’t feel they “have the data to do so safely,” according to an update from Chainalysis. With traditional assets, there are established providers “for a variety of metrics that investors can use to assess opportunity and risk:… Read More

Wealthtech Addepar Introduces Risk Management Framework with Suggestions to Help Investors Manage Cash, Meet Liquidity Needs

The Addepar platform has shared updates, research insights and client, partner and company developments. In August, Addepar made their Help Center more accessible by “bringing it in-app and introduced group automation to simplify and streamline group management.” Addepar released new research “on manager selection in… Read More

Amit Dua, President at SunTec: Financial Services Professional Comments on Role of ESG Initiatives in Banking Sector

  As the banking landscape rapidly evolves, we decided to speak with Amit Dua, President at SunTec, a technology partner that claims to work with the world’s largest banks, helping them to improve their customer experience, pricing strategies, and ESG approach through technology-led solutions. Amit… Read More

Yahoo Announces Acquisition of Commonstock to Expand Community, Enhance Financial Insights for Clients

Yahoo announced the acquisition of Commonstock, a broker-agnostic social and community-based platform that drives insights for retail investors. The acquisition advances the power of community for Yahoo Finance and “accelerates the brand’s strategy to deliver unparalleled retail investing resources, solutions and experiences to investors of… Read More

Anthony Leutenegger of Aragon: Blockchain Professional Discusses Launch of No-Code Aragon App, Benefits of DAOs

Anthony Leutenegger, Head of Growth at Aragon, the DAO (decentralized autonomous organization) platform that grows with you and allows users to mint tokens, set governance, and easily onboard members, recently shared his views and insights with Crowdfund Insider. Anthony Leutenegger of Aragon discussed the launch… Read More

AUM Across Alternative Asset Classes Increased at CAGR of 10.7% from 2015 to 2021, According to Insights from Addepar

The team at Addepar recently held a discussion with Three Bridge Wealth Advisors and Navigator’s Rajiv Sharma. Recently, Addepar sat down with the co-founders of Three Bridge Wealth Advisors, Brett Sharkey and Eric Thurber, and product lead for Navigator, Rajiv Sharma, in order “to glean… Read More

Lasha Atandze, CEO of Rarify Labs: Blockchain Professional Discusses Importance of Multi-Chain Access for Social Identities

We recently connected with Lasha Atandze, CEO of Rarify Labs, a service provider for Rarimo, the interoperability protocol making digital identities and the decentralized social layer multi-chain. During our conversation, Lasha sheds some light on the importance of multi-chain access for social identities in today’s… Read More

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