Web 3.0 View ALL

Digital Money Matters

A Finantrix Staff Writer Jun 25, 2023

Digital Money Matters – Introduction to Digital Assets Digital money, a broad concept encompassing various forms of digital currencies and assets, represents a new era in finance. At its core, digital money is an electronic version of traditional money stored on a digital platform or an electronic wal...

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Metaverse Opportunity for Financial Services

admin May 23, 2023

This whitepaper is an in-depth guide outlining the Metaverse opportunity for financial services. Despite the impending tectonic shift, most financial services executives are unaware or unappreciative of the metaverse opportunity for financial services firms. So let us take a deep dive. The Fundamentals of ...

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Wealth Management View ALL

Eight Referral Ideas for Financial Advisors

A Finantrix Staff Writer Mar 27, 2024

Financial advisors are always looking for new ways to generate leads and referrals. Here are eight referral ideas that financial advisors can use to grow their financial advisory practice: Eight Referral Ideas for Financial Advisors Offering discounts and fee reductions are a great way to incentivi...

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Ten Tips for Financial Services Firms to Upgrade Talent

A Finantrix Staff Writer Mar 15, 2024

Financial services companies constantly seek ways to upgrade their talent to remain competitive and successful. Here are ten ideas on how financial services companies can upgrade and uplift their talent: Invest in employee training and development programs. Financial services companies can invest ...

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Value Stream Mapping View ALL

Streams of Value Jun 12, 2023

A Finantrix Staff Writer

Streams of Value: The Transformation Journey of SuperDuperCorp Using Value Streams is a business fable that is relevant to most large enterprises. Streams of Value is a pun on Value Streams, a business architecture component. Please read on, and enjoy! Value Streams and Capabilities – Made for Eac...

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Underwriting View ALL

AI-powered underwriting to find diamonds in the rough Apr 25, 2023

A Finantrix Staff Writer

Fintechs are employing AI-powered underwriting to find diamonds in the rough - those consumers who were not part of the traditional money economy. New technologies like artificial intelligence, machine learning, and advanced analytics are transforming the financial services industry. As a result, underwriting...

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Uncategorized View ALL

The Future of Physical Branches in the Digital Age Apr 07, 2024

A Finantrix Staff Writer

The Future of Physical Branches in the Digital Age. The digital revolution has fundamentally altered the banking landscape, with online and mobile platforms now dominating the industry. This shift has raised questions about the future role of physical bank branches in a world increasingly inclined...

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Transformation View ALL

Business Architecture-Enabled Cybersecurity

A Finantrix Staff Writer Aug 09, 2023

A comprehensive and in-depth guide to Business Architecture-Enabled Cybersecurity. In today's interconnected world, the cybersecurity landscape evolves unprecedentedly. As technology advances, so do the capabilities and strategies of cybercriminals, posing a continuous and escalating threat to businesses...

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Investment Banking Growth Enablers and Disablers

A Finantrix Staff Writer Aug 09, 2023

Investment Banking Growth Enablers and Disablers Investment banking, being a cornerstone of global financial systems, operates within a highly volatile and complex landscape. Its growth and development hinge on a series of interconnected factors that could either promote or hinder the sector's expansio...

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Trade Reporting Software View ALL

Trade Reporting Software for Asset and Wealth Managers Jun 01, 2023

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Trade Reporting Software for Asset and Wealth Managers: Asset and wealth managers are tasked with managing investments on behalf of their clients. This includes buying and selling securities, monitoring portfolios, and reporting investment performance. One crucial component of this process is trade reporting,...

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Technology View ALL

The Next Evolution of Robo Advisors: AI-powered and Autonomous.

A Finantrix Staff Writer Mar 15, 2024

Last decade, the talk was about Robo Advisors helping individuals invest for their future and make smarter financial decisions. Now, the next generation of Robo Advisors will be revolutionary, not just evolutionary - AI-powered and autonomous. The next-generation Robo Advisor will be an automated solution...

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Microservices versus Monoliths

admin May 24, 2023

Microservices versus Monoliths: Navigating the Great Architectural Divide A prevailing debate exists between microservices and monolithic design structures in software architecture. Both have distinct virtues and drawbacks; making an informed decision requires a nuanced understanding of these diverse p...

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Talent View ALL

Employee Diversity in Financial Services

A Finantrix Staff Writer Mar 10, 2024

Employing a diverse workforce has always been a fundamental yet tricky challenge for financial services firms. From attracting different talents to investing in programs that create equitable opportunities, understanding the complexities of diversity and how it affects commercial success is vital. Additionally,...

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Tech Talent in Financial Services

A Finantrix Staff Writer Sep 27, 2023

An in-depth and comprehensive look at Tech Talent in Financial Services and how FSIs can compete for technical skills and retain them. Tech Talent in Financial Services: An Overview of Challenges Financial services companies face a significant challenge in attracting and retaining the top technolo...

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Super Apps View ALL

Will Super Apps dominate the U.S. market as they did elsewhere? Jun 19, 2023

A Finantrix Staff Writer

A question floating in financial circles is will Super Apps dominate the U.S. market as elsewhere. In Asia, a new wave of Super Apps like Alipay and WeChat radically changes how we shop, pay bills, interact and transact. These apps perform various services, such as booking flights and ordering food,...

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Strategy View ALL

Financial Services Target Operating Model

A Finantrix Staff Writer Sep 07, 2023

A comprehensive set of frequently asked questions about defining, designing, and implementing a target operating model in the BFSI (Banking, Financial Services, and Insurance) sector. What is a Target Operating Model? A Target Operating Model (TOM) is a strategic framework that outlines how an organ...

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Ten Ideas How Investment Banks Can Transform

A Finantrix Staff Writer Aug 17, 2023

Ten Ideas How Investment Banks Can Transform for the Digital and Cognitive Era. In the modern financial landscape, change is not only inevitable—it's the key to survival and growth. As technology and cognitive science usher in a new age of intelligence and interconnectivity, the archaic models of...

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RPA View ALL

25 Automation Opportunities in the Wealth Management Industry

A Finantrix Staff Writer Mar 10, 2024

25 Automation Opportunities in the Wealth Management Industry Automatically gather, extract, and normalize wealth management data analytics. Automate high volume, manual processes to reduce costs and errors. Utilize intelligent automation to address current challenges and create new opportun...

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25 Automation Opportunities in the Asset Management Industry

A Finantrix Staff Writer Mar 05, 2024

25 Automation Opportunities in the Asset Management Industry Automated data collection and analysis: Automation can help asset managers collect, store and analyze large amounts of data quickly and accurately. This helps asset managers make better decisions and reduce costs. Automated portfolio ...

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Risk Management View ALL

Strategic Risk Management Jun 12, 2023

A Finantrix Staff Writer

Harnessing Uncertainty: A CFO's Guide to Strategic Risk Management Embracing Risk in a Business Context Understanding the Nature of Risk In a business context, risk refers to the probability of an event occurring that could lead to undesirable consequences or outcomes. These events can arise from a plethora...

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Retail Banking View ALL

Ten Ideas How Retail Banks Can Transform

A Finantrix Staff Writer Aug 17, 2023

Ten Ideas How Retail Banks Can Transform for the Digital and Cognitive Era. In the modern financial landscape, the very essence of banking is undergoing a seismic shift. A world once dominated by marble-clad branches and face-to-face interactions is rapidly transitioning to one of bits, bytes, and...

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Retail Banks Opportunities and Challenges and the Role of Business Architecture

A Finantrix Staff Writer Aug 16, 2023

Retail Banks Opportunities and Challenges and the Role of Business Architecture. Retail banks, traditional pillars of financial systems, are in the throes of a transformative phase. The rise of digital finance and burgeoning cognitive technologies presents both formidable challenges and immense oppo...

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Regulations View ALL

FINRA Guidance Mar 12, 2023

A Finantrix Staff Writer

On January 19, 2023, The Financial Industry Regulatory Authority (FINRA) released its 2023 Examination and Risk Monitoring Program report. This program is designed to ensure that firms in the financial services industry operate according to the rules and regulations set forth by FINRA. The report outlines...

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Real Estate View ALL

Ten Ideas How Real Estate Firms can Transform

A Finantrix Staff Writer Aug 17, 2023

Ten Ideas How Real Estate Firms can Transform for the Digital and Cognitive Era. As we navigate the fast-evolving landscape of the 21st century, industries across the spectrum grapple with the transformative powers of digital and cognitive technologies. Among these, the real estate sector stands at...

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Real Estate Opportunities and Challenges and the Role of Business Architecture

A Finantrix Staff Writer Aug 16, 2023

Real Estate Opportunities and Challenges and the Role of Business Architecture. The real estate industry, long characterized by bricks and mortar, finds itself amid a technological renaissance. With a sweeping transition to digital, coupled with cognitive advancements, real estate companies must a...

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Quantum Computing View ALL

How Quantum Computing is a Game Changer for Investment Management Industry

A Finantrix Staff Writer Mar 05, 2024

Quantum Computing is a Game Changer for Investment Management Industry. Quantum computing is one of the most revolutionary scientific advancements of this century. Its potential to revolutionize every facet of life—from healthcare, transportation, and communications to our financial industry--is...

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Quantum Computing: Risks and Opportunities for Financial Services Industry

admin May 27, 2023

Quantum Computing: Risks and Opportunities for Financial Services Industry Quantum computing is a revolutionary technology that can potentially transform the financial services industry. With the ability to perform complex calculations at lightning speed, quantum computing could enhance data security, ...

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Professional Services View ALL

Professional Services Challenges and Opportunities and the role of business architecture Aug 16, 2023

A Finantrix Staff Writer

Professional Services Challenges and Opportunities and the role of business architecture. The professional services industry, encompassing a wide spectrum of consultancies, agencies, and advisory firms, finds itself at a crossroads in the digital and cognitive era. Firms are contending with a rapidly e...

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Products View ALL

Customer Centricity and Better Product Outcomes Mar 10, 2024

A Finantrix Staff Writer

The financial services industry (FSI) is at an inflection point today. While it has traditionally been product-centric, focusing on optimizing products and services to maximize profitability, this approach no longer adequately meets Customer needs. In response, FSIs must shift their focus from Product...

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Private Equity View ALL

Top Private Equity Companies

A Finantrix Staff Writer Mar 15, 2024

Top Private Equity Companies The Blackstone Group - With $880 billion in assets under management, The Blackstone Group is the largest private equity firm in the world. They have investments in real estate, private equity, credit, and hedge funds. The Carlyle Group - The Carlyle Group is one ...

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Ten Ideas How Private Equity Firms Can Transform

A Finantrix Staff Writer Aug 17, 2023

Ten Ideas How Private Equity Firms Can Transform for the Digital and Cognitive Era. The private equity (PE) landscape is undergoing a seismic shift, propelled by the relentless advance of technology and a new age of cognitive capabilities. The traditional methodologies, once deemed unbeatable, are...

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Solution Briefs View ALL

Traded Market and Counterparty Credit Risk Software

A Finantrix Staff Writer
May 17, 2024

In today's complex financial environment, managing risks has become vital to a bank's operations. Among banks' various risks, traded market risk and counterparty credit risk stand out as significant challenges...

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ESG Analytics

A Finantrix Staff Writer
Mar 15, 2024

ESG investing, which stands for Environmental, Social, and Governance investing, is an investment approach that considers a company's environmental, social, and governance practices alongside traditional...

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Insurance Rating Agencies (or Comparative Raters)

A Finantrix Staff Writer
Mar 15, 2024

Comparative raters, also known as insurance rating engines or comparison tools, are software applications or online platforms used by insurance agents, brokers, and sometimes consumers to obtain and compare...

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API Security Software

A Finantrix Staff Writer
Mar 15, 2024

The last decade has witnessed significant growth in adopting and developing Application Programming Interfaces (APIs). APIs are the fundamental building blocks that enable different software applications...

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Financial Crime Management

A Finantrix Staff Writer
Mar 15, 2024

Financial Crime Management refers to the processes, strategies, and practices organizations, financial institutions, and regulatory authorities employ to identify, prevent, detect, and mitigate financial...

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Digital Account Opening Platforms

A Finantrix Staff Writer
Mar 15, 2024

Digital Account Opening (DAO) refers to the process that allows customers to open a new bank account or financial services account entirely online or through digital platforms. This is an increasingly...

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