Fintech Analyst Report - Issue 208

Issue #208 of the Fintech Analyst report looks at creating empathy for loyalty, ESG effectiveness, risk strategies and digital banking growth.

Aite Group: The financial planning opportunity

The pandemic presents an opportunity for wealth managers to get even closer to clients. Yet few advisers are taking up financial planning, with most still adding more advice-based services.

IDC: Empathy for customer loyalty

To win against competitors, businesses must retain customer loyalty. The best way to build this lasting, beneficial relationship is by creating an empathetic environment for consumers.

Celent: AI pacesetters in corporate banking

AI and machine learning will drive a step change in user interfaces and experiences in the next decade. This presents corporate bankers with an opportunity to enhance best practices.

Greenwich Associates: Risk strategies lack sophistication

Few global companies employ sophisticated techniques to manage foreign exchange risk. Some 60 percent of corporate treasury professionals surveyed say it’s not possible to establish best practices.

Javelin: Key trends shaping digital banking growth

With its fifth annual Online Banking Scorecard, Javelin has evaluated the top 25 US FIs, identifying 19 trends that are reshaping the market.

GlobalData: Q1 investment trends in financial services

This report details investment in the financial services industry globally, covering mergers, acquisitions, asset transactions, venture financing and private equity.

Mercator: Libra 2.0 challenged by new entrants

Competition in the digital currency space is increasing, with Facebook’s latest offering under threat from challengers more aligned with state-operated monetary policy.

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