Explore key compliance insights to choose between a program manager or direct-to-bank setup for your fintech card product—based on capital, talent, and strategy.
Understanding Market Needs in FinTech and the Consultant’s Edge: A Managing Director’s Perspective
May 21, 202523 min
Marcia Ayala shares how consultants can give FinTechs a competitive edge by deeply understanding market needs and driving smarter innovation.
Wealth transfer to women is reshaping financial advice. Advisors must evolve with tech, empathy, and tailored strategies to stay relevant.
Generative AI is shaping enterprise innovation through autonomous agents, verticalized workflows, and multi-model strategies—unlocking new automation and competitive advantage.
Digital Transformation: AI’s Sudden Growth in Wealth Management
April 30, 202514 min
Digital transformation and AI growth are reshaping wealth management by enabling faster onboarding, automation, and stronger client relationships.
The great mid-market clampdown: Smaller firms now on regulators’ radar
April 23, 202517 min
The great mid-market clampdown is here, regulators now hold smaller firms to account for eComms and trade surveillance failures.
Managing Currency Risk: Strategies for Payroll Stability
April 16, 202512 min
Hedging isn’t just smart—it’s necessary. How global payroll teams can stay steady amid exchange rate chaos.
Three areas for banks to watch in 2025
April 9, 202513 min
In 2025, community banks must adapt to digital wealth solutions, avoid distractions from new core systems, and leverage payments data for growth and customer loyalty.
Top 5 Trends Financial Institutions Need to Navigate in 2025
April 2, 202515 min
Financial institutions must adapt to personalized customer management, advanced fraud prevention, and tech transformation in 2025 to stay competitive and secure.
Why MFA alone isn’t enough for your fintech’s cyber resilience strategy
March 26, 202515 min
MFA is just the starting point for fintechs. Matthieu Chan Tsin explains how multi-layered cybersecurity strategies, including cyber insurance, can ensure long-term resilience.