Reimagining global payouts is now essential. The strategic shift from cost center to value driver hinges on modern infrastructure, card rails, and unified payment systems.
Loyalty program value gap affects engagement, customer retention, and loyalty ROI across fintechs and banks.
Balancing innovation and risk in SME lending technology
June 4, 202516 min
Balancing innovation and risk in SME lending demands secure technology, regulatory clarity, and smarter credit models to drive real growth.
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.