Retail Banking

State of Fintech Q1’25 Report

State of Fintech Q1’25 Report

From AI’s growing dominance to a crypto resurgence, we break down the trends shaping fintech using CB Insights data.

Apr 10, 2025

The Future of the Customer Journey

Webinar Mar 6 3 PM EDT

The Future of the Customer Journey

In this webinar, our expert breaks down how businesses should prepare for the rise of autonomous shopping.

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Feb 7, 2025

State of Fintech 2024 Report

State of Fintech 2024 Report

From a 7-year low in dealmaking to M&A gaining steam, we break down key changes in the fintech landscape using CB Insights data.

Jan 14, 2025

Fintech 100: The most promising fintech startups of 2024

Fintech 100: The most promising fintech startups of 2024

The Fintech 100 is CB Insights’ annual list of the 100 most promising private fintech companies in the world.

Oct 24, 2024

State of Fintech Q3’24 Report

State of Fintech Q3’24 Report

Fintech deal volume reaches its lowest point since 2017 as investors shift bets to more emerging areas of opportunity.

Oct 15, 2024

Fintech: Top research and trends to watch

Fintech: Top research and trends to watch

Bet on the right financial services tech markets. Dig into your rivals’ strategies. Identify the best startups.

Oct 10, 2024

State of Fintech Q2’24 Report

State of Fintech Q2’24 Report

Two blockbuster deals buoy an otherwise flat quarter for the sector.

Jul 16, 2024

The embedded finance market ranking: Where integrated financial services are maturing, emerging, and plateauing

The embedded finance market ranking: Where integrated financial services are maturing, emerging, and plateauing

This report uses the CB Insights TECH Framework to rank embedded finance markets based on current commercial readiness and momentum.

Jul 12, 2024

The embedded banking & payments market map

The embedded banking & payments market map

From banking-as-a-service to white-label digital wallets, we break down the categories of tech companies integrating payments and banking into digital experiences.

May 8, 2024

AI strategies for 11 of the world’s largest companies: Where Eli Lilly, Visa, Oracle, and 8 other giants are making moves

AI strategies for 11 of the world’s largest companies: Where Eli Lilly, Visa, Oracle, and 8 other giants are making moves

We mined earnings calls, analyzed business relationships, and dug into investments and acquisitions to survey the AI activities of some of the world’s largest companies across industries.

May 2, 2024

State of Fintech Q1’24 Report

State of Fintech Q1’24 Report

Investors remain cautious in fintech, with funding declining to its lowest quarterly level since 2017 even as deals tick up.

Apr 18, 2024

The retail banking fraud & compliance market map

The retail banking fraud & compliance market map

From anti-money laundering software to account takeover prevention, we break down the categories of companies helping retail banks navigate fraud prevention and regulatory compliance.

Mar 14, 2024

State of Fintech 2023 Report

State of Fintech 2023 Report

Fintech startups hit a wall in 2023, with annual funding cut by half.

Jan 18, 2024

The core banking automation market map

The core banking automation market map

From customer engagement solutions to omnichannel banking enablement, we break down the technology categories automating functions across banks' front, middle, and back offices.

Jan 4, 2024

State of Fintech Q3’23 Report

State of Fintech Q3’23 Report

Global fintech funding showed signs of stabilizing in Q3'23, falling by just 3% QoQ.

Oct 18, 2023

Fintech 100: The most promising fintech startups of 2023

Fintech 100: The most promising fintech startups of 2023

The Fintech 100 is CB Insights' annual list of the 100 most promising private fintech companies in the world. This year’s winners are working on A2A payments, spend management automation, embedded finance, and more.

Oct 3, 2023

The state of Latin America’s challenger banks in 5 charts

The state of Latin America’s challenger banks in 5 charts

We explore how Latin America's challenger banking landscape is evolving following the fintech boom of 2021.

Aug 7, 2023

Here’s how top open banking players compare across funding, headcount, and customer satisfaction

Here’s how top open banking players compare across funding, headcount, and customer satisfaction

Open banking is reinventing financial services. We dig into what customers think of Plaid, TrueLayer, Yapily, and Akoya.

Jul 24, 2023

State of Fintech Q2’23 Report

State of Fintech Q2’23 Report

The global fintech ecosystem slows down in Q2’23, with funding and deals falling to levels not seen since 2017.

Jul 19, 2023

Analyzing UBS’s growth strategy: How the global investment bank is doubling down on technology bets

Analyzing UBS’s growth strategy: How the global investment bank is doubling down on technology bets

We mined UBS's investments and partnerships to discern the firm's strategic priorities.

Jul 6, 2023

Retail Bank AI Readiness Index: Who’s best-positioned for the AI boom?

Retail Bank AI Readiness Index: Who’s best-positioned for the AI boom?

The Retail Bank AI Readiness Index assesses how prepared top banks are to adopt and respond to rapidly evolving AI technologies.

Jun 28, 2023

Generative AI chatbots for banks are gaining traction. Here’s how the market is evolving and the players to watch

Generative AI chatbots for banks are gaining traction. Here’s how the market is evolving and the players to watch

We assess the current state of the market for AI-powered chatbots for banks and look at how generative AI is shaking things up.

Jun 26, 2023

Banking-as-a-service (BaaS) is seeing a burst of M&A and venture activity. How do these embedded fintech providers stack up?

Banking-as-a-service (BaaS) is seeing a burst of M&A and venture activity. How do these embedded fintech providers stack up?

We break down the recent deals and how FIS' recently acquired Bond compares with other top players in the space.

Jun 23, 2023

ESG Market Map: 115 companies powering ESG-focused investing and banking

ESG Market Map: 115 companies powering ESG-focused investing and banking

From climate risk analytics to carbon footprinting, this Market Map highlights the companies bringing ESG and sustainable finance to institutional investors, banks, and individuals.

May 24, 2023

Y Combinator’s fintech investment strategy focuses on B2B offerings, especially treasury automation

Y Combinator’s fintech investment strategy focuses on B2B offerings, especially treasury automation

We analyze the 48 fintech startups in YC’s Winter 2023 cohort that are transforming treasury management, payments, crypto, and more.

May 24, 2023

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