How to strengthen strategic planning in the fintech age

That sound you’ve grown accustomed to—the grinding of dulled gears and the banking of humbled heads against office walls—is banking industry disruption wrought by technology moving faster than ever. A generation ago something revolutionary like Excel happened every few years. Today the “next wave” seems to be measured in days, especially when you factor in the juggernaut Read More

By |2020-05-27T17:58:16-05:00October 22nd, 2018|Comments Off on How to strengthen strategic planning in the fintech age

How FinTechs finally found allure in community banks

The stereotype is that FinTechs play big. Really big. Only big. Big-dreamin’ entrepreneurs cruise Silicon Valley’s Sand Hill Road in big-money sports cars, looking for big-time venture capital so that they can finally, finally play ball with the big dogs of the banking world. Community banks? (Insert laughter here.) Don’t make Mr. Big Disruptor spit out his Read More

By |2020-05-27T17:59:37-05:00September 21st, 2017|Comments Off on How FinTechs finally found allure in community banks

The way to go robo: Customers should drive approaches to roboadvisory

Over the last decade, we’ve seen tremendous changes in how the advisory industry provides and delivers services. More than ever, the roboadvisory has become a substantial part of the conversation—and the benefits are enticing. Instead of the traditional, human-based advisory system favored in the past, roboadvisories can offer investors a number of distinct advantages. These include increased Read More

By |2020-05-27T17:59:39-05:00August 30th, 2017|Comments Off on The way to go robo: Customers should drive approaches to roboadvisory

FinTernational: Six global fintech hotbeds

When the fintech companies burst onto the U.S. scene around the time of the financial crisis in 2007-’08, the image was one of young Silicon Valley and Silicon Alley techbros ready to put aging, creaky necktie-wearing bankers and their businesses out to pasture. But here’s what happened instead: Global fintech centers rose to challenge the supremacy of Read More

By |2020-05-27T17:59:39-05:00August 28th, 2017|Comments Off on FinTernational: Six global fintech hotbeds

How one bank leveraged FinTech for a major account win

Our torrid affair with Groupon has always been a love-hate thing: The more consumers embraced it, the more businesses discovered it was just another form of pay-to-play. That, and outflanking by copycat discount sites, explains in large part why Groupon stock eventually tanked and CEO Andrew Mason was forced out of the company he created. But where Read More

By |2020-05-27T17:59:39-05:00August 18th, 2017|Comments Off on How one bank leveraged FinTech for a major account win

The message in code: Why banks must step up their user authentication game

Even though there’s no gun present, banks and their customers are being silently robbed. The reason? The mechanisms used to identify, authenticate and authorize users are rife with weaknesses. While banks value convenience in the race to secure customer satisfaction, they must balance it with security. With an estimated 265.9 mobile phone users in the United States, Read More

By |2020-05-27T17:59:40-05:00August 8th, 2017|Comments Off on The message in code: Why banks must step up their user authentication game

Podcast: Helping customers win through financial wellness

When banks get involved in improving the financial wellness of their prospective and current clients, everybody wins. How can banks help those who struggle to achieve financial stability and assure customer loyalty? On this podcast episode, Rochelle Nawrocki Gorey, co-founder and CEO of SpringFour, outlines how consumers can reach meaningful goals and how banks can help them Read More

By |2020-05-27T17:59:41-05:00July 28th, 2017|Comments Off on Podcast: Helping customers win through financial wellness

Podcast: How banks can embrace technology through ‘fintegration’

Fintech is no longer a matter of anti-bank disruption, and sometimes it takes a former entrepreneur in the space to best communicate that message. Andres Wolberg-Stok, who serves as Citi Fintech's global head of policy, shares how his bank makes high-tech work for in-house teams and customers alike. From the podcast: The podcast references the article: Peering into Read More

By |2020-05-27T17:59:41-05:00July 14th, 2017|Comments Off on Podcast: How banks can embrace technology through ‘fintegration’

The long and winning road: From FinTech diligence to partner confidence

Financial services organizations are used to increased regulatory requirements for FinTech and other vendors—so accustomed, in fact, that the established due diligence review process to assesses a vendor’s capabilities now reads like a regulation laundry list. It includes, but is not limited to: Financial statement analysis Management review Risk management assessment Funding Insurance Internal and external audits Read More

By |2020-05-27T17:59:43-05:00June 8th, 2017|Comments Off on The long and winning road: From FinTech diligence to partner confidence

Revv-olution: The nuts and bolts that power your innovation engine

“Our intuition about the future is linear. But the reality of information technology is exponential, and that makes a profound difference. If I take 30 steps linearly, I get to 30. If I take 30 steps exponentially, I get to a billion.”  —Ray Kurzweil, author, computer scientist, inventor and futurist   Without doubt, today’s exponential rate of Read More

By |2020-05-27T17:59:44-05:00May 24th, 2017|Comments Off on Revv-olution: The nuts and bolts that power your innovation engine