Wealth management firms must provide clients with secure, reliable access to their financial data – including investments, financial planning, taxes, retirement planning, and estate planning – in order to provide …
In an effort to enhance the customer experience, banks are reexamining how to best serve the day-to-day needs of their commercial customers, especially when it comes to managing payments. Offering …
Unlocking Secure, Scalable, and Efficient Data Exchange with a Financial Services API The financial industry has entered a new era of connectivity. With the growing demand for real-time data access, …
As financial institutions (FI) face increasing pressure to optimize efficiency, enhance security, and streamline the user experience, embedded finance continues its rise as a key driver of transformation. The core …
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 …
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 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 …
The CFPB’s upcoming requirements boil down to one goal — enabling financial institutions (FIs) to securely share their approved customer data with authorized third-party applications, fostering a more equitable, interoperable, …
New technology trends are advancing the way businesses operate, providing enhanced services for consumers and businesses. In the finance sector, the evolution of open banking and embedded finance is accelerating …
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 …
