Commercial bankers broadly recognize that their financial institutions (FI) have a problem with the onboarding process for clients when it comes to their treasury products and services. When a business decides to utilize an FI’s cash management products and services, a set of expectations is established through the sales process that transitions that business from a prospect to a new client.
April 28, 2023
Aite-Novarica Group advisors Stephanie Dalwin and Gilles Ubaghs have no shortage of experience working with technology startups in their respective verticals.
April 11, 2023
Aite-Novarica Group advisors Stephanie Dalwin and Gilles Ubaghs have no shortage of experience working with technology startups in their respective verticals.
March 30, 2023
The evolution of technology has reshaped many aspects of both the financial services and the insurance industries, and there is no indication that this growth will slow down any time soon. Whether a startup calls itself a “fintech” or an “insuretech” firm, its market is evolving.