Financial services

Wealth managers, asset managers, and banks face mounting pressure when it comes to regulatory remediation—the process of responding quickly and accurately to inquiries from regulators like FINRA and the SEC. These demand answers to complex questions about past transactions, communications, and deci...

Structured products are tailored financial instruments that combine traditional securities like bonds or stocks with one or more derivative components, offering investors customized risk-return profiles that standard investments can't match. Currently, the industry is at a technological...

Artificial Intelligence (AI) is at the forefront of a transformative shift in banking, financial services, and insurance (BFSI) documentation, redefining how institutions manage, process, and analyze vast amounts of data. In an industry where precision and compliance are paramount, traditional meth...

Discover how to unlock new revenue streams through embedded finance. Learn to leverage APIs, AI, and strategic partnerships to integrate financial services seamlessly, and equip yourself to transform everyday interactions into profitable opportunities.

Financial services face significant risks from cybercriminals due to insecure cloud and DevOps practices, leading to data theft, financial losses, and reputational damage. Download our whitepaper to discover effective strategies for securing your ecosystem, from identification and protection to res...

The financial services industry is one of the fundamental pillars of the global economy. Given the broad spectrum of functions this sector performs, financial institutions have to stay on the edge of modern tech innovations, provide personalized experiences to their customers, and enhance their ope...

The financial services industry plays an essential role in our daily lives, whether it's helping us manage our finances, purchase a home, or plan for retirement. By offering a wide range of financial products and services, such as loans, credit cards, insurance, investment management, and payment p...

The banking industry is in the middle of a significant transformation. Fintech startups and other non-traditional companies are gaining market share at the cost of traditional banks, and customer attrition is at an all time high. Source: CB INSIGHTS According to Boston Consulting Group, cor...

In 2015, the European Parliament adopted a reformed Payment Service Directive, also known as PSD2, which can be considered as the starting point of “open banking”. The new rules aimed to promote the development and use of innovative online and mobile payments through opening consumer banking data u...