psINSIGHTS

Our latest news, views and resources including industry analysis, whitepapers and videos.
Slider

Insights

Salesforce.com (“SFDC”) is a powerful platform. However, when it comes to streamlining complex processes to enable automation and improve data, its …

Getting into Business Banking Neobanks are best known for consumer banking offerings, however, there is a significant march of digital-first banks …

The mission was to launch a new bank in one year. And that mission was completed successfully. This is the last …

Lifetime Value of The Client This is the fourth blog post in my current series on the lessons learned in launching …

Excel is not the answer. In my previous blog posts (Success is a Mindset and The Extra Mile), I share the …

You Can’t Fight the Sun In my previous blog post, I outlined my role in an audacious project to build and …

The mission was to launch a new bank in one year. From securing funding and getting approval for a banking license, …

Across the Alternative Asset Management landscape (private capital and hedge funds), portfolio monitoring and reporting to clients/LPs is becoming increasingly important…and …

It is estimated that embedded insurance could be a Multi-Trillion Dollar market segment, are you ready to take advantage of the …