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Analysis of the technology, operations and regulation of financial services, by sector and topic, with weekly data stories from regulators' filings.
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In Focus14 Series
1–3 of 14

Deep-dive series on the forces reshaping financial services

Blockchain & Digital Assets

Beyond the Hype: Institutional Digital Asset Infrastructure

Comprehensive technical analysis of production-ready blockchain infrastructure for financial institutions. Covers custody architectures (MPC, HSM-based), tokeni…

Health Insurance

From Claims to Care: AI-Powered Health Plan Transformation

This guide covers the AI, data, and interoperability stack that lets a health plan move from claims processor to care coordinator — auto-adjudication at the edg…

Wealth Management

The Hyper-Personalized Trust Office: AI-Led Transformation in Wealth & Private Banking

This guide examines how wealth and private banking firms are replacing individual relationship memory with a firm-wide client intelligence layer. Covers ambient…

Alternative Investments

Illiquidity Unlocked: Digital Infrastructure for Alternatives at Scale

This guide covers the digital infrastructure that makes private markets scalable — document ingestion pipelines, investor onboarding for alts, AI-powered GP due…

Asset & Investment Management

Alpha Architects: Building an AI-First Investment Process

This guide examines how asset managers are rebuilding investment processes around AI, from automated trade execution to real-time portfolio stress testing. Cove…

Retail Banking

Core to Customer: Modernizing Retail Banking for the 2030s

This guide examines the technical and strategic decisions retail banks face when modernizing legacy core systems for the next decade. Covers architecture choice…

Investment Banking

Deal Flow to Data Flow: Digital Transformation in IBD

This guide examines how investment banks are deploying AI and automation across deal execution workflows. Coverage spans virtual data rooms with ML-powered due …

Commercial Banking

The Relationship-Driven Digital Bank: Serving Mid-Market and Corporate Clients

This guide examines how commercial banks are rebuilding client relationships through digital infrastructure for mid-market and corporate banking. Coverage inclu…

Payments

The Unbundling of Money: Next-Gen Payment Rails and Orchestration

This guide examines how payment infrastructure is disaggregating into specialized components that financial institutions can orchestrate rather than build monol…

Real Estate (CRE & Residential)

Property as a Platform: Digital Transformation in Real Estate Finance

This guide examines how technology is reducing settlement times, automating complex processes, and enabling new business models in real estate finance. CIOs and…

Hedge Funds

Systematic Alpha: Technology Stack for the Modern Hedge Fund

Twelve articles covering the full technology stack of a quantitative hedge fund — from decomposing legacy monolithic systems into modular architecture, to inges…

Private Equity

Value Creation Through Technology: PE Portfolio Operating Model

This guide covers how private equity firms are applying automation and AI across the full investment lifecycle — from screening thousands of deal targets to aut…

P&C Insurance

The Next-Gen Digital Insurer: P&C Transformation

Twelve articles covering the core technology decisions facing P&C insurers: replacing legacy policy administration systems, deploying AI-assisted underwriting w…

Life Insurance & Annuities

Longevity and Legacy: Modernizing Life & Annuity Operations

This guide covers the core systems and workflows that run a life and annuity carrier: automated underwriting using eApps and Rx data feeds, policy administratio…

Featured

Editor's Picks
Retail Banking

Who Is Really Funding Private Credit?

Private credit was meant to take lending risk off the banks. Banks now lend $1.7 trillion to nonbank lenders and have promised $1.1 trillion more.

18 min2026 / 11
Risk & Compliance

10 Market Risk Metrics (VaR, CVaR, Stress Loss) Explained

Market risk metrics quantify potential losses from adverse price movements in financial markets.

6 min2025 / 09
Technology & Data

10 Application Rationalization Criteria for Financial Firms

Ten criteria for deciding which applications a financial firm should keep, consolidate, or retire, applied against a real portfolio.

6 min2025 / 09
Retail Banking

10 Fraud Scoring Rules for Card-Not-Present Transactions

Card-not-present transactions have no chip to authenticate, so fraud scoring depends entirely on data validation and behavioral analysis.

6 min2025 / 08

Trending

Rising Fast
Risk & Compliance

Comparing Liquidity Risk vs. Funding Risk: Measurement Approaches

Liquidity risk asks whether short-term obligations can be met; funding risk asks whether the liability structure itself is stable.

6 min2025 / 09 Trending
Wealth Management

How to Automate Client Meeting Preparation (Reports, Notes, Tasks)

Pull portfolio data, interaction history, personalized reports, and open tasks automatically a day or two before every client appointment.

6 min2025 / 08 Trending
Artificial IntelligenceAsset Management

25 AI-Enabled Automation Use Cases for Hedge Funds

Twenty-five AI automation use cases across hedge fund operations, from trading and risk to compliance, investor relations, and the back office.

14 min2025 / 06 Trending
Digital TransformationRetail Banking

Elevating Digital Banking for Small & Medium Businesses (SMBs)

Where traditional banks fall short on SMB banking, the six capabilities a digital platform needs, and who is currently winning the segment.

13 min2025 / 05 Trending

Popular

Most Read
Artificial IntelligenceAsset Management

25 AI-Enabled Automation Use Cases for Hedge Funds

Twenty-five AI automation use cases across hedge fund operations, from trading and risk to compliance, investor relations, and the back office.

14 min2025 / 06
Core BankingCloud & InfrastructureRetail Banking

Core Banking in the Cloud — Strategy, Architecture & Implementation

Four migration patterns for moving a core banking platform to the cloud, the vendors behind each, and the regulatory and risk work that decides it.

13 min2025 / 04
Asset Management

10 Alternative Asset Classes Your Hedge Fund Accounting System Must Support

Hedge funds allocate well beyond equities and bonds, and each alternative class brings its own valuation method, data needs, and reporting obligations.

7 min2024 / 11
Retail Banking

Who Is Really Funding Private Credit?

Private credit was meant to take lending risk off the banks. Banks now lend $1.7 trillion to nonbank lenders and have promised $1.1 trillion more.

18 min2026 / 11

Recent

Latest Published
Technology & Data

What a CRM System Must Do in Financial Services

In financial services a CRM holds regulated records and protected data. Here is what it must do, how it differs from ERP and core systems, and why.

12 min2026 / 11
Investment Banking

Futures vs. OTC Derivatives: How the Markets Work

Futures trade on regulated exchanges and clear centrally; OTC swaps are negotiated. Dodd-Frank Title VII brought many swaps closer to the futures model.

11 min2026 / 11
Retail Banking

Corporate vs. Commercial vs. Business Banking, Explained

Corporate, commercial and business banking serve companies of different sizes. No US regulator fixes the lines, but products, credit and rules differ.

11 min2026 / 11
Asset Management

Private Equity, Explained: Funds, Firms and Operations

A private equity fund is typically a privately offered partnership that buys stakes in companies. Here is how it is structured, regulated and run.

12 min2026 / 11

Browse All

428 articles
Technology & Data

What a CRM System Must Do in Financial Services

In financial services a CRM holds regulated records and protected data. Here is what it must do, how it differs from ERP and core systems, and why.

12 min2026 / 11
Investment Banking

Futures vs. OTC Derivatives: How the Markets Work

Futures trade on regulated exchanges and clear centrally; OTC swaps are negotiated. Dodd-Frank Title VII brought many swaps closer to the futures model.

11 min2026 / 11
Retail Banking

Corporate vs. Commercial vs. Business Banking, Explained

Corporate, commercial and business banking serve companies of different sizes. No US regulator fixes the lines, but products, credit and rules differ.

11 min2026 / 11
Asset Management

Private Equity, Explained: Funds, Firms and Operations

A private equity fund is typically a privately offered partnership that buys stakes in companies. Here is how it is structured, regulated and run.

12 min2026 / 11
P&C Insurance

Commercial Insurance, Explained: Lines, Markets and Rules

Commercial insurance protects organizations rather than households. Here is how its lines, its market and its state-by-state regulation fit together.

11 min2026 / 11
Payments

Pro Forma, Commercial and E-Invoices, Explained

A pro forma quotes a sale, a commercial invoice records it, and an e-invoice delivers either as data. Here are the rules and how they meet the payment.

13 min2026 / 11
Technology & Data

CapEx vs. OpEx for Technology: Software, Cloud and Banks

CapEx and OpEx decide when technology spend reaches profit. For banks, the same choice can also reach regulatory capital and tax.

11 min2026 / 11
Blockchain & Digital Assets

Stablecoins and Digital Asset Reporting for Institutions

The US GENIUS Act takes effect January 18, 2027, MiCA applies in the EU, and firms holding digital assets report customers' sales to tax authorities.

11 min2026 / 11

Explore More on Finantrix

Deep-dive into vendor evaluations, software directories, and strategic toolkits.

Buyer Guides

145+ Vendor-Neutral Software Evaluations

Scoring, vendor profiles, implementation timelines, and RFP checklists across 9 financial services categories.

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Software Directory

Financial Software Vendor Directory

Browse vendors by sector, business function, and application type. Compare capabilities, pricing models, and deployment options.

Explore Directory
Digital Products

Strategy Toolkits & Frameworks

Business architecture models, capability maps, value stream maps, and strategic frameworks for financial services.

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