Financial Management, Fintech

Enhancing Data Empowerment in Financial Services with Modern Cloud Analytics

January 31, 2022

Enhancing Data Empowerment in Financial Services with Modern
Perhaps more than any other industry, financial services firms understand the value of data. The sector is an early adopter of new technologies such as artificial intelligence (AI) and machine learning (ML). Keeping up with the latest digital developments is seen as essential to deliver great customer experiences, drive operational efficiencies and to manage risks and compliance.

Spotlight

Threshold Group

Threshold Group is a family-owned wealth management firm that serves high net worth families, individuals, and foundations in over 26 states from offices in Gig Harbor, WA, Seattle, Philadelphia, and San Francisco. Ranked among 2015’s Top 100 Wealth Managers in the U.S. by Forbes with approximately $2.8 billion in assets under management (AUM), Threshold Group provides investment management, family office administration, family meeting facilitation, and financial and philanthropic planning along with access to innovative impact investment opportunities that align with client values.

OTHER WHITEPAPERS
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Capitalising on volatility in the motor finance market

whitePaper | July 8, 2022

The motor industry is facing a perfect storm of difficulties: lower consumer spending power; drivers rethinking how they use their cars and even whether they need a car at all; an increase of available data; the growing popularity of diverse fuel options – all of this has created greater volatility within the market.

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cloud transformation in banking: The 2020 state of play

whitePaper | March 10, 2020

FinTech Futures has launched its latest report on cloud transformation in the financial services industry. As we enter a decade of innovation and change, financial institutions are facing a myriad of challenges in the form of shifting customer expectations, emerging technologies and alternative business models. Perhaps its best solution is to look to a form of technology that was making disruptive waves in the sector more than a decade ago: cloud computing.

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The digital drive to replace the passport in financial services

whitePaper | February 17, 2020

Despite the onward march of technology, especially in the financial services sector, methods of authentication and identity confirmation appear to be falling behind the curve. While biometrics may be making inroads into the industry, the passport and the paper document remain the dominant way that many organizations authenticate their users via know your customer (KYC) checks and controls, which have become an ever-more important factor in a banks’ success.

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Sovereign Wealth Funds Insights

whitePaper | July 1, 2023

With concerns about global economic stability, many sovereign wealth funds (SWFs) are evaluating current market conditions to determine the most effective investment strategies. Diversification is a common theme for many fund managers, with some seeking new opportunities in environmental, social, and governance (ESG) and impact investing, while others are targeting industries that may be buoyed by a financial downturn.

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Transit cards: Not “just another card” in your mobile wallet

whitePaper | November 15, 2022

Carrying cards in digital form, rather than tucked away in a purse or wallet, is now commonplace. When issued with a new card, the first thing that many of us will do is upload it to our digital wallet. The physical version goes straight into a drawer. In fact we can now skip the plastic completely, and order direct an instantly useable digital card. Digitising plastic cards is fast going out of fashion.

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FlashSpread cloud: The future of financial analysis

whitePaper | July 10, 2023

Spreading tax returns is an essential task in commercial lending. As part of the process of standardizing information from financial statements into a consistent layout and format, it ultimately enables lenders to understand the story of a business through its numbers.

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Spotlight

Threshold Group

Threshold Group is a family-owned wealth management firm that serves high net worth families, individuals, and foundations in over 26 states from offices in Gig Harbor, WA, Seattle, Philadelphia, and San Francisco. Ranked among 2015’s Top 100 Wealth Managers in the U.S. by Forbes with approximately $2.8 billion in assets under management (AUM), Threshold Group provides investment management, family office administration, family meeting facilitation, and financial and philanthropic planning along with access to innovative impact investment opportunities that align with client values.

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