This article explores why and how Banks should collaborate and co-create with the Fintech ecosystem. The banking industry is currently in a climate of intense competition, as Fintechs provide services...
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Financial wellness and financial inclusion are powerful tools that help individuals maintain long-term financial health. For Financial Service Institutions (FSIs) looking to expand their customer footprint, understanding the potential of...
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ESG investing challenges and opportunities: With increasing demand from customers, investors, and beyond for ethical investment opportunities, ESG (Environmental, Social, and Governance) investing has become essential to the financial services...
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Intelligent Document Processing Use Cases in Financial Services Automated Error Reconciliation: IDP can automatically reconcile errors in financial documents. This can reduce the time and cost associated with manual error...
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Financial advisors are always looking for new ways to generate leads and referrals. Here are eight referral ideas that financial advisors can use to grow their financial advisory practice: Eight...
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Financial services companies constantly seek ways to upgrade their talent to remain competitive and successful. Here are ten ideas on how financial services companies can upgrade and uplift their talent:...
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As asset managers seek new ways to stay ahead of the competition, one primary focus has been leveraging technology to help drive successful distribution strategies. By delivering efficiency and a...
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As Chief Data Officers (CDOs) and data architects in the financial services sector look to drive value from their data effectively, a robust data analytics strategy is critical. In addition...
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As financial advisors and RIAs strive to efficiently serve an expanding range of high-net-worth clients, they must look beyond the traditional family office, which is tailored chiefly for ultra-high-worth clients....
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Blockchain technology is poised to become an integral part of the global financial services industry, enabling distributed and secure computing systems that facilitate trustless transactions, decentralized finance (DeFi), faster payments,...
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