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...
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Open Banking in the U.S. is revolutionizing how financial institutions share customer data and innovate. Allowing third-party access to financial data through APIs was unprecedented, giving banks increased opportunities to...
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Banking automation is using technology to simplify and speed up processes within a bank. As a result, automation can help banks reduce costs, increase efficiency, and meet compliance regulations. It...
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As the world continues to lean heavily on digital solutions, banking is no exception. With artificial intelligence (AI) and machine learning (ML) playing a pivotal role in transforming the banking...
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Data Science: Data Science uses scientific techniques, processes, and systems to extract knowledge from structured or unstructured data. It applies mathematical models, algorithms, and statistical analysis to identify patterns and...
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Artificial Intelligence (AI) and Machine Learning (ML) are driving of a new wave of transformation in the financial services industry. Financial advisors benefit significantly from these innovative technologies, empowering them...
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The wealth management trends 2025 is an overview of what the state of the industry will be in 2025. Given the broader macro trends in the world – rise in...
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Customer-centric digitalization of wealth management: The impetus for the digitalization of wealth management is rooted in the rising expectations of the customers and the onset of the Fintech revolution.  Of...
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Given that the financial services industry has a long way to go in gender diversity, promoting women in financial services is a critical consideration. LeanIn.org and McKinsey have conducted a...
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Maintaining a good record of all transactions at a portfolio/fund level as well as at an individual level is a core function, and hence implementing one of the robust asset...
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