Open Finance for Wealth Management

Open Finance for Wealth Management

The financial industry faces constant regulatory and technological shifts that provide both challenges and growth opportunities for financial institutions. More and more customers require enhanced digital services from their wealth …

Why Open Banking is Here to Stay

In October 2024, the Consumer Finance Protection Bureau (CFPB) released their long anticipated final ruling of what the financial industry has short-handed to “1033”. The new Personal Financial Data Rights …

The Value of Open Finance Analytics

The Value of Open Finance Analytics

The rise of fintechs has created a world that demands interoperability, security, and simplicity in financial management. Financial institutions (FIs) must support their customers’ demands within a broad and complex …

Financial data aggregation

The Future of Financial Data Aggregation

The fintech landscape is evolving at a rapid pace, with consumer financial data from multiple FIs being accessed in a multitude of apps and software solutions. In order to provide …