About FinTech Advisory

Fintech vendors have a novel list of worries, from a lack of intel on who is profitable promotions and why, to extremely advanced messaging that doesn’t resonate with financial institution and credit score union executives, to a lack of expertise on good sector sizing.

Always responsive, proactive and success-pushed, Every single member of our staff is centered on offering Fantastic service and progressive solutions that ideal accommodate your organization’s distinctive wants.

No representation or warranty, either express or implied, is delivered in relation on the accuracy, completeness or trustworthiness of the data contained herein. Any thoughts expressed are subject to change suddenly and could vary or be contrary to views expressed by other enterprise spots or groups of UBS.

Cornerstone may help. We get the job done with fintech suppliers, fintech challengers, and sector traders to improve their value for banks and credit unions.  Our subject material experts merge their expertise in fintech and banking to provide personalized engagements that get benefits.

Obtain the guideline these days to find out how maturing these features in advance of an IPO can cement the foundations of the balanced, rewarding, and sustainable general public company.

In this Spanish title, the first or paternal surname is Martínez and the second or maternal household name is Guzmán.

Thought of among the list of banking industry’s most notable authorities, Ron’s thoughts are often sought for inclusion in significant banking publications.

Within an ever-switching and demanding landscape, UBS Institutional Consulting presents custom made solutions centered in your organization’s evolving desires and prerequisites. Our expert groups of Institutional Consultants supply a disciplined method backed by UBS, a global chief in prosperity management.

Securities lending The distinctive assets and experience of our specialized companions, coupled with Comerica’s power like a custodian delivers clients using a significant degree of assistance that differentiates us from The everyday agent application.

Ron Shevlin continues to be a administration marketing consultant for more than 25 many years, dealing with major financial solutions, customer goods, retail, and production companies all around the planet. As Chief Analysis Officer at Cornerstone Advisors, Ron calls on his analytical acumen to creator a number of corporate and commissioned analysis reviews.

Asset management is within the midst of integrating fintech and getting a Portion of the fintech revolution. Younger buyers are embracing robo-advisory companies for a lot more than lengthy-phrase savings or retirement scheduling, working with on the web platforms to avoid wasting for giant purchases like automobiles or properties.

Safeguarding business and shopper knowledge towards threats by conducting hazard assessments to enhance cybersecurity posture as much more financial information and facts moves on the web.

Assisting to properly handle shell out and fees though creating scalable administration structures which will adapt for growth and pave how to profitability.

Financial establishments FinTech Advisory are setting up for the rebound in mergers and acquisitions (M&A) activity and identifying alternatives for expansion in 2025. Go through the Perception to find out how BDO assists clients through the acquisition journey.

Read through the autumn 2024 edition…of this participant e-newsletter known as “Clever choices” for steering on making knowledgeable retirement selections.