How to think strategically about digital transformation and data privacy in financial services.

February 1, 2020

Traditional financial services firms around the globe — banks, insurers and asset managers — need to embrace both digital transformation and data privacy simultaneously to thrive in the coming decade. These two objectives are deeply intertwined because the success of digital transformation programs is highly dependent on an organization’s ability to engage with personal data, including data privacy compliance and ethics issues.

Spotlight

Credibly

Credibly is a tech and data-inspired lending platform that makes access to right-sized capital both simple and intuitive. Founded in 2010 and with offices in Michigan, Arizona, Massachusetts, and New York, Credibly has provided access to over $275 million for more than 6,000 businesses in the United States.

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The Modernization of Payments and the New Bank Tech Company

whitePaper | March 14, 2022

The writing is on the wall. Disruptive technologies, evolving consumer behaviors and expectations, innovative new entrants, and a shifting regulatory landscape are all drivers behind the modernization of payments and banking. Current legacy systems are no match for these drivers of change, creating a predicament for financial institutions (FIs) who want to future-proof payments but face time and budget constraints.

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whitePaper | September 29, 2022

Over thirty years ago, people were talking about technology transformation in banking. Today, everyone is talking about digital transformation in finance. The discussions are the same, but the timing is different. Why is digital transformation so important today when, thirty years ago, it could have been ignored?

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CORPORATE BANKING MARKET SCAPE – BEYOND 2020

whitePaper | February 10, 2020

With corporate treasurers already adopting open banking in a strategic move to create further value in their organizations, it is now time for financial institutions (FIs) to both align their future product and servicing roadmaps to those of their clients, as well as begin to embrace the opportunities that present themselves in the open digital ecosystem.

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Corporate Onboarding: Will it become a competitive differentiator for banks in a real time world?

whitePaper | April 19, 2021

The way in which banks onboard corporate clients can impact many aspects of their business, from reducing time to revenue, to improving customer experience and loyalty, and to compliance with Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations. This white paper explores how banks can deal with changing KYC regulations and the incoming 6AMLD; what technology can be utilised to assist banks achieve seamless corporate onboarding; and what stands to be lost, and more significantly, to be gained, with a seamless real-time onboarding experience.

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Finance 2025: Digital transformation in finance

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From phone apps to home automation to cashless commerce and beyond, digital disruption is the new normal for consumers today. It’s changing what we do—and how we get things done— in countless ways.

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Spotlight

Credibly

Credibly is a tech and data-inspired lending platform that makes access to right-sized capital both simple and intuitive. Founded in 2010 and with offices in Michigan, Arizona, Massachusetts, and New York, Credibly has provided access to over $275 million for more than 6,000 businesses in the United States.

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