2023 may go down in history as the year the tide started to change for fintech companies. What was once seen as a breeding ground for various startups with fast growth but uncertain longevity is now a bonafide industry, full of potential and set to stay. As McKinsey...
Articles & Insights
Financial Services
Winter ’24 recap: Features for financial services
It’s been a year of shaky confidence from clients with their financial services organizations. Due to the economic downturn and ever-looming fear of recession, customers are demanding more to secure their assets. And financial services are expected to answer the call...
Infographic: AI + the Financial Services Industry
Choose Your Own Adventure ebook preview: Transformation in the financial services industry
Do not read this book from beginning to end, start to finish… Depending on what choices you make, your transformation can end in tremendous success—or lackluster, ill-adopted disaster. Through our upcoming Choose Your Own Adventure-styled ebook, we’ll humorously...
How to get started with open banking
It doesn’t take much (technically) to get started—other than the green light and buy-in of all your stakeholders, which is often no small task. Getting everyone on board and agreeing to share customer data with third parties via APIs is, well, difficult. The promises...
Why open banking is easier than you think
Your open banking strategy is an investment in the future—the long haul future. As such, it’s going to need trustworthy partners from the start to see it through from initial baby steps to a thriving API ecosystem of ongoing innovation and revenue development. There...
What really is open banking?
It’s okay to admit it: you’ve heard it all over, dropped it in networking chats casually, and pretended you know exactly what it means. That’s okay. But from this point forward, no more nodding along. In the financial service industry, it’s critical to start with a...
Data protection in the age of AI: Ensuring privacy in financial services
In 2019, the First American Financial Corporation reported that over 885 million financial and personal records linked to real estate transactions were exposed through a typical website design error. Earlier this year, American and Southwest Airlines reported that...
Financial services’ guide to the Salesforce Summer ‘23 Release
For financial services, the Salesforce Summer ‘23 Release is an exciting update full of new functionalities and enhancements in the Financial Services Cloud. Complaint management, actionable segmentation, marketing cloud engagement, and enhancements to service process...