Cameron Taylor, Chief Product Officer The average bank customer now maintains relationships with three financial institutions, up from 2.5 in 2021, according to McKinsey’s 2024 Retail Banking Survey of more …
Small inefficiencies create big problems in corporate banking. Ask any CFO or controller what keeps them up at night, and you’ll hear the same frustrations: reconciling accounts in multiple portals, …
A quiet revolution is underway in the world of financial services, and it’s all about data. While Open Finance made customer data more portable and accessible, the next chapter is …
Open finance has been in the headlines for years but in many ways, we’re still laying the tracks. JPMorganChase’s recent decision to charge for access to customer bank data has …
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 …