Wealth management comprises thorough advice on finances, taxes, estate planning, and the law. Your wealth manager, who will work with accountants, estate managers, and tax specialists to create a comprehensive wealth strategy, can serve as your single point of... View
The latest wave of disruptions that banks have to contend with is preparing to compete successfully in digital banking. Financial services experiences are becoming more hyper-personal, putting more pressure on banks to use technology and data to satisfy their... View
Today more than ever, EVPs or employee value proposition is gaining prominence – amongst active job seekers and employees thinking of their next workplace. EVP is an employer’s promise to employees that includes all tangible benefits and softer rewards in return for... View
There is no universally applicable answer to how banks determine radical growth strategies. More questions must be answered before one can fix the much-debated matter. Given the current resources and competitive stacking, which unconventional growth prospects align... View
Banks need to investigate the chances and possibilities that intelligent aggregation provides thoroughly. One worry is that this strategy would allow rivals to invade treasured client relationships and significantly reduce service margins. Security, privacy, and the... View
Regional banks are not behind on AI in software delivery. They are ahead. The real question is whether test automation moved with them. Most bank technology leaders have this backwards. The assumption, understandably, is that regional banks and credit unions are playing catch-up on AI, that megabanks with larger technology budgets are further along. The […]
Development moved faster this year. Most quality engineering functions did not move with it. Here is how to tell if yours is one of them. Ask most CIOs, CTOs, and Heads of Engineering at regional and challenger banks whether their development teams got faster this year, and the answer comes quickly: yes, obviously. Ask the […]
Banks increasingly consume AI through vendor APIs, SaaS platforms, cloud services, and embedded features. Proprietary architecture can limit visibility, but it does not transfer accountability. SR 26-2 states that model risk principles remain applicable to vendor products and calls for institution-specific understanding, validation, monitoring, and outcome analysis. A vendor model card is an input to […]