The best Side of FinTech Advisory
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Fintech providers have a novel list of worries, from an absence of intel on that is successful bargains and why, to overly sophisticated messaging that doesn’t resonate with financial institution and credit history union executives, to an absence of experience on proper industry sizing.
It informs our approach tips on your behalf and delivers actionable insights for “right this moment” and for a longer period term implementation.
Fintechs also travel digital transformation and enablement, typically furnishing bespoke resources for facts protection and safety.
BDO’s Fintech observe is backed by a complete suite of tax, assurance and advisory products and services’ professionals with deep market expertise to aid fintech firms from startup to Individuals trying to scale up, and from privately held providers to publicly traded corporations.
This research focuses on financial wellness applications, and reveals that employees progressively worth them and the companies providing them.
Like a company supplying prosperity administration companies to clientele, UBS Financial Solutions Inc. offers investment advisory companies in its capability being an SEC-registered expenditure adviser and brokerage providers in its potential as an SEC-registered broker-dealer. Financial investment advisory companies and brokerage solutions are different and distinct, vary in material strategies and are governed by distinctive rules and separate arrangements.
The financial services sector has long been a chief concentrate on for cybercriminals, and Using the rise of AI-driven cyberattacks and ever more advanced ransomware methods, the risks have never been better.
We deliver viewpoint from all angles, but we preserve FinTech Advisory it simple. We identify the capabilities that should be constructed, the audiences likely to treatment, the organization styles and messages that could carry out, and also the talent necessary to travel it over the enterprise.
Securities lending The exclusive assets and expertise of our specialised companions, combined with Comerica’s toughness being a custodian supplies consumers using a large volume of support that differentiates us from the typical agent system.
Ron Shevlin has long been a management marketing consultant for a lot more than 25 a long time, dealing with top financial providers, buyer items, retail, and manufacturing firms everywhere in the planet. As Main Investigate Officer at Cornerstone Advisors, Ron calls on his analytical acumen to writer many different corporate and commissioned investigation reports.
You can leverage the power of our understanding also. We associate with fintechs to produce authoritative, impartial investigation that will let you deliver important field discussions and push direct generation possibilities. The types of report involve:
Raise Resilience Defending the financial health and fitness of clientele’ providers and ensuring enterprise continuity to endure any economic cycle.
Knowing the special concerns your Business is going through, our Institutional Consulting teams strive to assistance you with your fiduciary purpose, even though defining and documenting our fiduciary role.
Explore BDO’s 2025 Private Equity Survey for insights on how PE leaders are navigating market place volatility, financing specials, and driving portfolio enterprise expansion. Obtain the report for actionable techniques and the latest industry trends.
The Journal explained Martínez as "A part of a little group of buyers who're keen to overlook Argentina's position like a financial pariah and bet long term," from the expectation that "the following authorities to be additional pragmatic and less hostile to organization."[13]