Fintech vendors have a novel list of worries, from an absence of intel on that is successful discounts and why, to extremely elaborate messaging that doesn’t resonate with bank and credit score union executives, to a lack of expertise on correct marketplace sizing.
Normally responsive, proactive and outcomes-driven, Just about every member of our workforce is focused on delivering Remarkable service and modern solutions that most effective suit your Firm’s exceptional requirements.
We outline a strategic financial investment response to this problem; it features the redesign of pension methods, the position of alpha and the placement of tokens in portfolios.
Cornerstone can help. We function with fintech vendors, fintech challengers, and industry buyers to improve their value for banking companies and credit score unions. Our material authorities merge their expertise in fintech and banking to provide custom made engagements that get final results.
Download the guidebook currently to learn how maturing these capabilities right before an IPO can cement the foundations of a wholesome, rewarding, and sustainable general public enterprise.
Download the report… to learn more about workers’ attitudes and behaviors toward equity programs.
Study the autumn 2024 edition…named ERISA-Further to acquire details about legislative adjustments, specialized updates and market practices for system fiduciaries.
That has a dedication to excellent in addition to a function-pushed society, BDO gives a strong decision the two for purchasers and people seeking satisfying Specialist Professions.
Amongst FinTech Advisory Martínez's most noteworthy negotiations concerned restructuring the financial debt from the Mexican chemicals and textile conglomerate Celulosa y Derivados, Sociedad Anónima (CYDSA), a business that experienced denied him a task when he was more youthful.
Ron Shevlin is a administration marketing consultant for greater than 25 decades, working with major financial services, consumer solutions, retail, and manufacturing firms all around the earth. As Chief Research Officer at Cornerstone Advisors, Ron calls on his analytical acumen to creator a number of company and commissioned investigation reviews.
Evolve Shopper Anticipations Producing procedures for details and technological know-how integration procedures to boost digital banking, lending and payments abilities that exceed buyer expectations.
Investigate UBS investment advisory plans, which include nondiscretionary and discretionary choices that can assist you go after your financial aims.
Through training, instruments and Experienced assistance, enable your workers of all ages and revenue degrees consider control of their financial potential.
Consumers now expect mature electronic offerings over the market, developing a window of prospect for fintech businesses to establish and introduce new items that meet All those expectations.
Attain insights into worker and employer attitudes and behaviors about office benefits, which include equity awards, financial wellness and retirement.