The banks that succeed over the next decade and remain relevant against increasing nonbank competition are the ones that will build a personalized, omnichannel experience that helps solve the most pressing issues for small-business clients: gett...

It’s a democratized and increasingly self-serve landscape for investors, but here’s the good news: Incumbent wealth managers can compete in this environment. Those who do will meet investors’ ever-shifting needs, and that requires personalizatio...

The Google/CME deal is largely unprecedented. Google has the opportunity to directly explore dynamic market data, derivative trading products and financial communication pipelines through the lens of quantum computing and advanced algorithms. If...

This report will delve into whether a completely frictionless experience is necessary to meet the average consumer’s expectations for security and smoother transactions. As providers of financial services define the parameters of their clients’ ...

After spending the pandemic years shoring up processes and capabilities to keep business moving, lenders can now pivot toward greater efficiency and borrower insight and allow for finding a place among the many upstarts in the marketplace. Nimbl...

Fraud detection has made rapid improvements in a short period. In the year ahead, look for the charge toward global identity trust to make big advancements even as society deals with problems that seem more reflective of modern times, such as su...

The COVID-19 pandemic brought sweeping changes to the ways consumers make payments. If anything, 2022 could see even more dramatic shifts in payment trends, particularly in terms of regulation, how card networks position themselves technological...

The rise of direct indexing goes far beyond a trend. Rather, it is the crucible in which the wealth management industry is being reshaped. It allows the formation of a basket of stocks into something reflective of client preferences, whether tho...

Gen Z is on the brink of becoming a major segment of paying consumers, making it high time for all types of payments firms to develop strategies to target the age group. But the generation will not simply follow in the footsteps of older generat...

PayPal may have nixed potential plans to acquire Pinterest, but there’s still much to learn by examining why PayPal was interested in shelling out $45 billion for the social media platform. The payments titan saw the opportunity to build out its...