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June 2, 2023
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....
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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. In part one and part two of this three-part series, Stephanie and Gilles discussed key issues facing technology startups in their areas of coverage. Technology vendors in commercial banking and insurance are experiencing...
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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. In part one of this three-part series, Stephanie and Gilles discussed key issues facing technology startups in their areas of coverage. Technology vendors in commercial banking and insurance are experiencing shifting market conditions,...
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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. Recent events have shown that the “disruptors” can also be the “disrupted” through broad market forces and challenges...
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February 9, 2023
The Commercial Banking & Payments (CB&P) team recently published its analysis of 10 key trends impacting the industry in 2023, covering topics such as payments infrastructure enabling real-time everything, virtual account management, M&A activity, and IT spend. While most of these trends impact one vertical to a greater degree than others, there are broad issues impacting nearly every...
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January 10, 2023
Financial institutions (FIs) are no longer dealing with the immediate adaptations that COVID-19 required. Instead, the financial services industry is back to playing catch up to rapidly evolving technology and an increasingly competitive environment that has produced new opportunities and unique challenges. Corporate end users continue to seek automated, intuitive payments and cash management...
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November 15, 2022
The 2022 Innovation in Cash Management & Payments Forum (ICMP) was a resounding success. Hosted in New York City by Aite-Novarica Group’s Commercial Banking & Payments practice, the well-attended forum provided interactive, moderated panels as well as ample opportunities for networking. Above all, guests enjoyed thought leadership on a range of key issues relevant to transformations...
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September 21, 2022
Research on the financial sector can often forget to account for a critical perspective: the point of view (POV) of practitioners. It can be easy to spend so much time on recently acquired data, news headlines, and the macro-trends impacting the field that the experiences of industry practitioners can get marginalized. At best, forgetting to account for practitioners’ POV within...
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August 2, 2022
On June 16, Brex announced that it plans to leave the small and medium-sized business (SMB) market and will close current clients’ accounts by August 15, 2022. Brex is a fintech vendor based out of San Francisco that focuses on cash management and business credit cards. The company, valued at over US$12 billion, advertises easy-to-access capital and financial services for fast-scaling companies...
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April 12, 2022
Spring is all about fresh starts, cleaning, and landscaping—a time of renewal and reflection before summer. Small-business owners might also consider some spring cleaning regarding their cash management and payment strategies. Spring is a great time to reflect on the previous year’s business performance indicators, tidy up some paperwork, and implement new technologies before summer to get a jump...
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