Our sophisticated strategic asset-allocation investigation, analytics and solutions empower institutional buyers to style and design better portfolios and—in the end—support reach better outcomes
BDO delivers sturdy advice and fintech consulting expert services for firms ranging from startups to founded players — whether they’re focusing on organic progress, raising more capital, seeking strategic partnerships, or Discovering M&A possibilities.
Quantitative tools to enable the modelling of strategic traits and notify portfolio building conclusions:
Cornerstone can help. We work with fintech vendors, fintech challengers, and industry buyers to boost their value for banking companies and credit score unions. Our material specialists merge their knowledge of fintech and banking to provide custom made engagements that get effects.
This analyze focuses on financial wellness packages, and reveals that workforce progressively price them and the businesses offering them.
As well as our sector-acknowledged investigation, fintechs consistently seek out Cornerstone subject material industry experts to take part on their behalf for crucial sector and vendor-led activities.
Read through the autumn 2024 version…named ERISA-Added to have information regarding legislative alterations, specialized updates and business techniques for prepare fiduciaries.
That has a dedication to excellent along with a function-pushed culture, BDO presents a powerful decision both of those for clientele and people seeking satisfying Specialist FinTech Advisory Professions.
As the appropriate-size provider service provider, Comerica is huge more than enough to offer the technological innovation you need, but small enough to supply the significant-touch personalised service you are entitled to.
Whether or not you happen to be getting ready to lift funds, start a different product, or navigate regulatory complexity, we will let you go forward with clarity and confidence.
Diversify your portfolio outside of common asset courses with our comprehensive worldwide platform of solutions.
Fintechs were being at the time principally the domain of startup exercise. Because they evolved and attained mainstream acceptance, fintechs began to significantly impression the broader financial companies business. Now, financial companies continue being reshaped by ongoing fintech partnerships, mergers, and acquisitions that generate innovation and business enterprise transformation by means of technologies.
Leveraging automation and regtech to Increase the accuracy and performance of fintechs’ regulatory compliance processes.
Look into the keynote by Controlling Director Sam Kilmer as he discusses deposits, financial loans, handling challenges, and cash motion in the present digital age.
" He soon resolved, having said that, that he didn't Possess a clerical vocation, and rather attained a loan from an acquaintance's father so as to examine at Harvard Company School. There he excelled to be a college student, produced vital connections, and acquired an MBA.