Merchant Onboarding Vendor Evaluation Checklist

Payments organizations are under pressure to change their traditional processes for at least two reasons: margins are increasingly small due to a commoditized industry, and Payment Service Providers (PSP) such as Square, PayPal and Intuit have disrupted the business model (McKinsey, Innovation...

The State of Fintech and Financial Services

The relationship between Fintech and financial institutions (FIs) is in its third wave, according to Jeff Gido, Goldman Sachs's Global Head of Fintech. First, Fintech appeared as a response to an industry in crisis, when public opinion and customer satisfaction was at an all-time low. In the...

The Digital Future of Wealth Management Firms

Wealth Management has become a client-driven industry, with advisors increasingly considered a value-add rather than irreplaceable gatekeeper. As wealth management firms vie to meet client demands, an emphasis on implementing the type of technology they are accustomed to has emerged. Wealth...

What do wealth clients want, and how can firms deliver?

What do wealth clients want, and how can firms deliver?

The Brexit Effect: How to find opportunity in uncertainty

Article 50 was enacted on March 29, 2017, and although the UK won't officially leave the EU until April 2019, the European financial markets hold their breath. The results of the May 2017 French presidential election indicate that France will not be joining the UK in a Brexit-like exit from the...

Comply, Compete & Pave the Way

While the enforcement mechanisms associated with the DOL Fiduciary Rule are still in flux, it’s apparent that a fiduciary standard is inevitable with or without this particular set of regulations.

Meet The Experts - Software Advice

For our latest Meet The Expert column we consulted Market Research Analysts from leading software review site, Software Advice. Craig Borowski and Eileen O’Loughlin have well-research insights on automation and the impact technology can have on business processes. We discussed what’s next for...

Multi-Generational Wealth: Why Your Firm Will Lose the Next Generation


Meet the Experts: KYC SiteScan

In our new series, Meet the Experts, we interview top industry influencers and innovators who are shaping the future of the financial services industry.

Fintech 2016 Year In Review