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Displaying 1-16 of 16
April 13, 2022

CX Technology in Financial Services: Overview and Key Issues

The last few years have seen a resurgence in the attention and budgets that FIs are allocating to customer experience.
Paul Legutko
日本語
April 6, 2022

Customer Journey Mapping: Key Issues and Best Practices

Customer journey mapping is proliferating as a way to take a customer-centric approach to omnichannel experience engineering.
Paul Legutko
日本語
March 15, 2022

No Surprises Act, Transparency in Coverage Act, and Other Regulations

2022 is a year of important regulatory acts hitting health plans and consumer-driven health (CDH) administrators in a strategic way.
Inci Kaya
March 9, 2022

Card Payment Tokens: When Good Tokens Go Bad

Tokenization provides a level of protection against the usage of breached payment card data and the inconvenience associated with reissuing a card number.
Jim Mortensen
日本語
February 16, 2022

Capital Markets Fintech Spotlight: Q4 2021

This quarter’s featured firms focus on data management and aggregation, derivatives trading, and private equity deal life cycle management.
Vinod Jain
日本語
January 12, 2022

Capital Markets Fintech Spotlight: Q3 2021

This quarter’s featured firms focus on workflow solutions, digitalization, and data management in capital markets.
Vinod Jain
日本語
January 5, 2022

Top 10 Trends in Capital Markets, 2022: Technology Tackles Risk, Regulation, and Innovation

The capital markets have forged ahead, creating products, producing innovation, and monetizing change.
Scott Porter
日本語
December 9, 2021

ESG Data Market Dynamics Within Wealth Management

Aite-Novarica Group projects year-end 2021 global ESG assets under management to be close to US$40 trillion.
Wally Okby
日本語
November 9, 2021

The Partnership of NRI and Refinitiv: Augment Domestic Settlement Systems to Settle International Securities

Vendor and services firms are collaborating to provide an innovative solution.
Vinod Jain
日本語
November 9, 2021

Five Questions to Ask About T+1 Settlement: Accelerated Settlement Creates New Opportunities

Despite industry concerns, netted T+0 settlement is expected soon thereafter, and many firms will incorporate that into their T+1 planning.
Scott Porter
日本語
November 2, 2021

Aite-Novarica Group’s Fourth Annual Financial Crime Forum: Outpacing Fraud and Financial Crime

Financial crime executives must adapt their tactics to stop evolving threats, support organizational growth, and minimize customer friction.
Chuck Subrt
日本語
September 9, 2021

SWIFT Securities Strategy: Future-Proofing the Post-Trade Ecosystem

The SWIFT securities strategy is designed to future-proof the securities industry infrastructure.
Vinod Jain
日本語
September 8, 2021

Expanding Delivery of Philanthropic Advisory Across Wealth Management

Population trends in philanthropy are shifting purposefully toward social engagement and transparency.
Wally Okby
日本語
September 8, 2021

CIO Checklist: Enterprise Architecture for FDIC-Supervised Firms

Heads of architecture or the CIOs and CTOs that own technical functions need to align architecture practice and governance to expected standards.
Mitch Wein
日本語
September 1, 2021

Connecting the Disconnect: Data Continues to Evolve the Fixed Income Market

Fixed income market participants are in a position to aggregate and consume market data like never before.
日本語
January 27, 2021

AML Model Risk Management: Too Critical to Ignore

Robust AML model risk management practices can unlock the true potential within AML innovation.
Chuck Subrt
日本語