Finserv Reading - Week ending October 30, 2022

Bijon Mehta Bijon Mehta

Bijon Mehta

Chief Operating Officer I Enterprise Software I Adjunct Professor @ Fordham University

Published Oct 31, 2022
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Banking

7 retail banking challenges and key data strategies to meet them

Open banking and API security: best practices

Marqeta becomes the latest payments firm to cross over into BaaS

Wells Fargo's new virtual assistant, Fargo, to be powered by Google Cloud AI

The 20 US banks at the top in social media

How emotion drives customer loyalty in banking

Banks target wealthier clients to fix 'unsustainable' retail economics

Digital banking in Singapore: What's all the fuss about?

Wells Fargo taps Google AI on virtual assistant launch

LendingClub's digital bank deposits soar 80% as interest rates rise

Digital account openings in the US tumble as neobanks continue to stumble

Over 40 new challenger banks emerged in the last year globally despite economic meltdown

Marcus by Goldman Sachs finds that building a retail bank is tough

Open banking: The next frontier for enhancing financial experiences

Core issue: Plug-and-play is transformative for banks and credit unions

US unbanked population shrinks to 4%

Michael Klein to merge advisory firm with Credit Suisse investment bank

Goldman Sachs's Marc Nachmann emerges as big winner in shuffle

Credit Suisse resets a retreat from Wall Street

Goldman Sachs: we need to talk about Marcus


Wall Street  

Jeremy Siegal: Why stocks are still durable in the long run

Where are markets headed? Six pros take their best guess

What to do when you know what stocks will do next

Rocky treasury market trading rattles Wall Street


Economy 

The stubborn persistence of paper in a digital age

The Fed's dilemma: how long to 'keep at it' on inflation

Why the future of the computer is everywhere, all the time

Welcome to the world of the polycrisis

Strong dollar forecast to wipe $10 billion off US company earnings


Asset Management

The great reset widens the gap between the most and least profitable managers

How to finally ditch the 60/40 portfolio, according to GIC and MSCI

Asset managers can no longer just buy competitors and leave them be

Blackrock keeps soaking up Wall Street cash


Wealth Management  

Glitz and Gladwell: the infighting over prized JPMorgan wealth clients

Why digital distribution is critical to closing 401k coverage gap

Want to avoid a fine for using WhatsApp? Here's how

11 trends affecting RIAs no, for better or worse

Schwab-TDAI integration to be complete by Labor Day weekend 2023


Insurance

Insurtech: What is it and what does it mean for insurance

Three trends in the near future of insurance

What opportunities does the cloud make possible for insurance 

6 developments in mobile applications impacting the insurance industry

The Hartford ranks first in digital experience, small biz insurance


Real Estate  

How Freddie Mac's data-driven approach helps lenders qualify more borrowers 

Many still prefer in-person closings

Bringing digitalization home: Can technology help address housing related challenges

Can technology help address housing market pains?


Payments 

JPMorgan - Payments Unbound

Top global merchant acquirer JPMorgan expands acquiring capabilities in Asia Pacific

M-pesa active users in Kenya hit 32 million

Real-time payment networks grow, but banks still search for uses

Amazon will now let users pay with Venmo at checkout

Walmart links credit rewards to in-store discounts

5 payment trends and developments shaking up banking and fintech

Credit card debt returns to levels before Covid-19 pandemic


Venture Capital / Private Equity

Barclays joins Illuminate Financial fintech startup fund

Andreessen Horowitz went all in on crypto at the worst possible time

Sequoia Capital's Roelof Botha predicts success for Elon Musk at Twitter

Top VCs have expanded into broader asset managers; is the model sustainable


AI / ML

Why personalization is still missing from AI interactions

The power of conversational AI to boost the bottom line

Voice will still reign supreme in the contact center of the future

The value of artificial intelligence isn't just insights


Bigtech 

Digital dollars could be a boon for Big Techs

What the Apple Card high-yield savings account is really about

Who killed the social media ad boom?

Meta's woes spur brutal reassessment of Big Tech's bets

Recommended by LinkedIn

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The Future Of Banking 7 months ago
The Neobanking Sector
Anthill Ventures 2 months ago

Tech is getting boring. That's a good thing.

Twitter purchased by Elon Musk: A timeline of how it happened

The 20 richest tech billionaires have lost nearly half a trillion dollars this year

Tech boom ends as companies from Amazon to Meta adjust to turbulent times

Brutal week for big tech with nearly $800 billion wiped off valuations

Microsoft warns of cloud computing slowdown


Fintech  

Fintech reckoning

39% of US consumers use fintech service

Atomic has a plan for blowing up the $8 trillion ETF industry

US T+1 to accelerate fintech change


Blockchain / Crypto 

Ripple: Q3 2022 XRP Markets Report

Debunking the narratives about cryptocurrency and financial inclusion

Payments giant Visa files trademarks for crypto wallets and the metaverse

The Sunak Protocol: The new Prime Ministers vision for crypto and digital finance in the UK

DeFi vs CeFi: What's the difference between decentralized and centralized finance?

Why web3 won't go mainstream - yet

The death of crypto has been greatly exaggerated, again

In defense of stablecoins

Crypto winter risks turning into ice age

Cryptofinance: Lessons from Singapore

The unbearable stability of bitcoin

Morgan Stanley: Record number of bitcoin have not been used for six months

First US bitcoin ETF loses record amount in its initial year

FTX is raising fresh cash in part for acquisitions

Franklin Templeton Exec: Digital assets are 'frontier risk alternatives'


Regulation / Compliance  

The role of the FCA in a changing regulatory landscape

OCC to create Office of Financial Technology

Under Biden administration, Wall Street watchdog fines surge

SEC favors midpoint prices on investor stock trades in rules overhaul

Fintech Global Regulatory Roundup - w/e Oct 21 2022


Corporate Venture / Innovation  

Do corporate innovation programs produce results

4 types of innovators every organization needs

Why large businesses need to discover their unicorn within

PepsiCo is working with startups to tap new sources of innovation. Here's how it does it

How your company can launch rockets of innovation


Personal Development / Leadership 

12 extraordinary stoic moments

Discipline is destiny: 25 habits that will guarantee you success

For a more creative brain, follow these 5 steps

How to solve big problems

44 important truths to remember while creating a bigger future

Eight effective ways to develop employees into future business leaders

Why too much efficiency kills your creativity

The 25-minute meeting

When speaking up, timing is everything

What great remote managers do differently


Podcasts / Videos  

Fueling innovation through a venture strategy

Fanning the flames: Money 20/20 recap

Making (even) better decisions

Interview with Derek White, CEO of Galileo

Investing in the last mile: PayPal's Khatereh Khodavirdi


Speeches / Communications

SVB - Corporate Overview Q3 2022

Broadridge - Q1 23 Investor Presentation

ISDA Crypto Forum 2022 - Opening Remarks

Amazon Q3 Earnings Release


Research Reports  

BIS: API standards for data-sharing

McK: A digital approach to SME banking

McK: Europe's fintech opportunity

The future of digital banking in North America 2023

FCA: The potential competition impacts of Big Tech entry and expansion in retail financial services

USTreasury: Cryptoassets - Implications for consumers, investors, and businesses

Natixis: 2022 Institutional Outlook

FT: Hedge Fund Strategy Outlook - Q4 2022

Blackrock: Global Outlook - October 2022

WF: Asset Allocation Strategy - Oct 2022

McK: The great reset - North American Asset Management in 2022

Stifel: Investment Outlook - October 2022

ASEAN Investment Report 2022

PwC: Emerging Trends in Real Estate 2023

Digital Assets: Closing the Regulatory Net

The case against CBDCs

BIS: Connecting economics through CBDC

Artificial Intelligence and Financial Services

FDIC: National Survey of Unbanked and Underbanked Households

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