It doesn’t take much (technically) to get started—other than the green light and buy-in of all your stakeholders, which is often no small task. Getting everyone on board and agreeing to share customer data with third parties via APIs is, well, difficult. The promises...
Articles & Insights
Financial Services
Why open banking is easier than you think
Your open banking strategy is an investment in the future—the long haul future. As such, it’s going to need trustworthy partners from the start to see it through from initial baby steps to a thriving API ecosystem of ongoing innovation and revenue development. There...
What really is open banking?
It’s okay to admit it: you’ve heard it all over, dropped it in networking chats casually, and pretended you know exactly what it means. That’s okay. But from this point forward, no more nodding along. In the financial service industry, it’s critical to start with a...
Data protection in the age of AI: Ensuring privacy in financial services
In 2019, the First American Financial Corporation reported that over 885 million financial and personal records linked to real estate transactions were exposed through a typical website design error. Earlier this year, American and Southwest Airlines reported that...
Financial services’ guide to the Salesforce Summer ‘23 Release
For financial services, the Salesforce Summer ‘23 Release is an exciting update full of new functionalities and enhancements in the Financial Services Cloud. Complaint management, actionable segmentation, marketing cloud engagement, and enhancements to service process...
Insurance technology trends in 2023: A halftime pulse check
Insurance is always on every consumer’s mind, but often not happily: it’s the necessary evil and the nightmarish web of policy intricacies no one seems to understand. Those stereotypes are, however, slowly changing; more consumers are calling out the decades of...
A pulse check on fintech’s 2023 trends and target capabilities
As the globe continues to brace itself and read headline after headline about the year’s eventual plummet into a recession, to say all eyes are on banking and financial institutions is, well, a gross understatement. Consumer patience is running thin, and expectations...
Financial services innovation: Focus on the now, not twenty years from now
The future’s so bright… not even wearing shades can prevent you from being blinded, at least a little bit. The addressable market predicted to come from the bright and shiny metaverse is expected to be anywhere from $8 to $13 trillion by 2030. These are values so...
Innovation in a cooling economy: Healthcare and financial services
2023 has thus far been marked by slow growth for the US economy across all sectors, and the fear of a looming recession continues to haunt business leaders and consumers alike. For healthcare and financial services organizations, the uncertainty is particularly...