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I'm happy to announce Navigating the Future of Payments Conference
Tel Aviv Edition June 18-19, 2025 Engage with 400+ Attendees: Connect with thought leaders, entrepreneurs, investors, and professionals from the global payments and fintech ecosystem.
Join us! https://www.moneytlv.com/ Feel free to ping me to join. arielshapira@gmail.com Read more
Tel Aviv Edition June 18-19, 2025 Engage with 400+ Attendees: Connect with thought leaders, entrepreneurs, investors, and professionals from the global payments and fintech ecosystem.
Join us! https://www.moneytlv.com/ Feel free to ping me to join. arielshapira@gmail.com Read more
Money TLV 18-19 June 2025
https://www.moneytlv.com/
Israel's Ministry of Finance published an "Interim Report for Public Comments from the Team to Reduce Gaps in Short- and Medium-Term Savings Investment Instruments". As someone who has delved into this topic over the past year as part of market research and formulating a GTM strategy, I believe this is mainly a matter of "when" rather than "if." Therefore, I see tremendous potential for global E2E investment platforms that manage investment accounts, like the UK's ISA or Japan's NISA. If these platforms also possess holistic financial planning capabilities, the path to conquering the Israeli market is wide open for them.
Here is a summary (pay attention to section 3 below).
Generally, the discussed reform pertains to short- to medium-term voluntary savings products with tax benefits. These products include investment provident funds, savings policies, and mutual funds, with assets under management totaling approximately 700 billion NIS by the end of 2024. The reform focuses on three main issues that need to be addressed:
1. Standardization of short- to medium-term voluntary savings products with tax benefits, specifically unifying taxation rules (and reducing tax benefits in the process) and managing them under a single investment account.
2. Holistic financial intermediation, meaning an advisor who can provide advice on all products (and transition to a neutral commission model in the process).
3. Mandatory savings and investment platform for managing the dedicated investment account. Additionally, the platform will display pension savings and other voluntary savings to provide a holistic view. The platform will be used by stock exchange members and other users with dual consulting licenses (investment and pension).
As stated above, I believe that the reform (like any reform) will undergo many more changes along the way, but ultimately it will happen, and I recognize a major technological opportunity here. If the topic is relevant to you, I'd be happy to be in touch.
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Here is a summary (pay attention to section 3 below).
Generally, the discussed reform pertains to short- to medium-term voluntary savings products with tax benefits. These products include investment provident funds, savings policies, and mutual funds, with assets under management totaling approximately 700 billion NIS by the end of 2024. The reform focuses on three main issues that need to be addressed:
1. Standardization of short- to medium-term voluntary savings products with tax benefits, specifically unifying taxation rules (and reducing tax benefits in the process) and managing them under a single investment account.
2. Holistic financial intermediation, meaning an advisor who can provide advice on all products (and transition to a neutral commission model in the process).
3. Mandatory savings and investment platform for managing the dedicated investment account. Additionally, the platform will display pension savings and other voluntary savings to provide a holistic view. The platform will be used by stock exchange members and other users with dual consulting licenses (investment and pension).
As stated above, I believe that the reform (like any reform) will undergo many more changes along the way, but ultimately it will happen, and I recognize a major technological opportunity here. If the topic is relevant to you, I'd be happy to be in touch.
Read more
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Cristian S.
Mar 7, 2025 - 9:25AM
https://www.usdmint.com New digital dollar works exactly like that.
Folks, we put together a no-fluff comparison of startup banks
https://useorin.com/fintech-picks
As a two-time founder, I went through the drill - researching,
comparing offers, and evaluating fees to find the right bank for my
startup.
It’s tricky to know what’s real - with tempting offers, flashy
ads and hidden fees around.
Here we cover some key benefits and details that are important when
growing your business.
Compiled real people inputs and got data from
multiple user review sites.
And put this raw infographic to give you a side-by-side comparison.
Hope this saves your startup some time.
If you'd like to share feedback review or thoughts, write in the box next to it. Read more
https://useorin.com/fintech-picks
As a two-time founder, I went through the drill - researching,
comparing offers, and evaluating fees to find the right bank for my
startup.
It’s tricky to know what’s real - with tempting offers, flashy
ads and hidden fees around.
Here we cover some key benefits and details that are important when
growing your business.
Compiled real people inputs and got data from
multiple user review sites.
And put this raw infographic to give you a side-by-side comparison.
Hope this saves your startup some time.
If you'd like to share feedback review or thoughts, write in the box next to it. Read more
Orin - Insights to Fintech Tools
Orin fintech picks give a crowdsourced review of best tools in the market. From neo banks, accounting tools, and payroll to payment services. Get u...
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Master C.
Jan 8, 2023
We are looking for the best of the best from our members to join our Premier Master Enabler Program. Focusing right now on International Expansion and New Market Entry professionals for Europe, Latin America, and the USA. Interested in learning more message Master Connector here or email - masterenabler@fintechconnector.com
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Master C.
Aug 9, 2022
Meet our FinTech Connector Switzerland Cruise sponsors on September 9th in Zurich.
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Master C.
Jun 17, 2022
As the global economic environment is shifting, now more than ever partnering with the right organizations to increase business opportunities, focus on revenue growth, and drive innovation is critically important.
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Stephen W.
Mar 18, 2022
See our recent WealthTech 2022 report for a range of viewpoints and thinking on the main trends for WealthTech in 2021/2022.
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Angel L.
Jan 11, 2023
I wrote an article that highlights the opportunities and challenges of digital transformation in banking and covers points on having a well-thought-out plan, organizational culture, and how to get started with partners that have done it already.
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Luisa F.
Mar 7, 2024
Hello Fintech Connector Community! I have a bank client looking for fintechs that are interested in bank sponsorship. If you're in the market for a bank sponsor, please message me.
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Angel L.
Apr 17, 2022
Another powerful report from FIS on global payments. This is a 156-report that gives you global payments trends, key insights, and other important ecosystem information.
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Master C.
Oct 5, 2022
Great seeing our Mexico Community Partner Sofia Gamboa on El Financiero Factor Fintec speaking with Sergio Loredo about fintech in Mexico.
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Master C.
May 13, 2022
SWITZERLAND IS CALLING ALL FINTECH CONNECTOR MEMBERS...
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Angel L.
Nov 11, 2022
Great to see how we have come a long way since our Meet Ups at Hurley's in NYC to now travelling the world to connect people, opportunities, and capital. Looking forward to our 2023 FinTech Connector events being announced shortly.
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