RESEARCH | Aite Group

August 12, 2021

State Insurance Data Security Laws: Executive Primer

High-profile insurance industry data breaches are occurring with greater rapidity.

Tari Schreider

August 12, 2021

Aite Matrix: Supply Chain Finance

The supply chain finance platform providers’ market seems healthy and rich of opportunities.

Enrico Camerinelli

August 11, 2021

Aite Matrix: Client Reference Feedback on Intelligent Trade Surveillance

The current model of siloed surveillance is not sustainable in the long run.

Vinod Jain

August 10, 2021

Insurance Technology Strategy and Regulatory Compliance, Vol. 7

Mitch Wein

August 5, 2021

Threat Hunting: An Active Cyber Defense Strategy for a Hostile Cyber World

Threat hunting is one of the few ways organizations can proactively detect and contain an attack.

Tari Schreider

日本語

August 4, 2021

U.S. Anti-Money Laundering Act of 2020: Raising the Bar of Regulatory Expectations

The U.S. AML regime was long overdue for an overhaul, and the AMLA 2020 includes a number of important reforms.

Julie Conroy, Chuck Subrt

日本語

August 3, 2021

Quantum Technology and Insurance

Tiffany Wang

日本語

July 29, 2021

Payments Risk: Exploring and Managing Treasury Management Product Risk

All treasury products involved in money movement have some level of risk for both the bank and its clients.

Erika Baumann, Maria Reardon

日本語

July 27, 2021

Business and Technology Trends: Commercial Lines

Martina Conlon, Eric Weisburg, Steven Kaye

日本語

July 26, 2021

General Ledger and Financial Systems for Insurers

Mitch Wein, Tom Benton

July 22, 2021

The U.S. Subscription Renaissance: Sizing the Market and Payment Methods

The subscription business model continues to grow in popularity across every market sector.

Talie Baker, David Albertazzi

日本語

July 22, 2021

Global Document Identification and Verification: Market Overview

Identity proofing and user authentication are necessary and growing in the digital world.

David Mattei, Colin Whitmore

日本語

July 20, 2021

Aite Matrix: Intelligent Trade Surveillance

Firms that use less than optimal trading surveillance are at risk of financial, reputational, or regulatory harm.

Vinod Jain

日本語

July 19, 2021

2021 Impact Innovation Award in Digital Wealth Management: BNP Paribas Wealth Management

BNP Paribas is the 2021 recipient of the Impact Innovation Award in Digital Wealth Management for digital client engagement.

Wally Okby

日本語

July 19, 2021

Insurance Technology Case Study Compendium 2021: Digital Initiatives

Harry Huberty, Matthew Josefowicz

日本語

July 19, 2021

Insurance Technology Case Study Compendium 2021: Core Initiatives

Harry Huberty, Matthew Josefowicz

日本語

July 19, 2021

Insurance Technology Case Study Compendium 2021: IT Practice

Matthew Josefowicz, Harry Huberty

日本語

July 19, 2021

Insurance Technology Case Study Compendium 2021: Data Initiatives

Matthew Josefowicz, Harry Huberty

日本語

July 15, 2021

2021 Impact Innovation Award in Digital Wealth Management: Wealth Wizards

Wealth Wizards is the 2021 recipient of the Impact Innovation Award in Digital Wealth Management for financial wellness in Europe.

Meghna Mukerjee

日本語

July 15, 2021

2021 Impact Innovation Award in Digital Wealth Management: Hightower Advisors

Hightower Advisors is the 2021 recipient of the Impact Innovation Award in Digital Wealth Management for sales enablement/prospecting.

Dennis Gallant

日本語

July 15, 2021

2021 Impact Innovation Award in Digital Wealth Management: IQvestment

IQvestment is the 2021 recipient of the Impact Innovation Award in Digital Wealth Management for digital investment management.

Dennis Gallant

日本語

July 14, 2021

Health Insurance Fintech Spotlight: Q3 2021

Profiled vendors take a bottom-up approach, targeting a broader base of median income earners.

Inci Kaya

July 13, 2021

Alternative Data and Artificial Intelligence: Critical Tools in the Lending Toolbox

Nearly half of consumer lender respondents are less confident making lending decisions with traditional credit scores now relative to a year ago.

Leslie Parrish

日本語

July 8, 2021

Contingent and Oversight Net Asset Value: Who Watches the Watchmen?

Regulatory pressure and scrutiny are major reasons for firms to invest in oversight and contingent NAV functions and technologies.

Paul Sinthunont

日本語

July 8, 2021

A Digital FNOL Market Overview: First Impressions Last

A digital FNOL process needs to be not only intuitive but also intelligent, with a dynamic workflow and omnichannel experience.

Stuart Rose

日本語

July 7, 2021

Branch Transformation: Reinventing the Customer Experience Through Digital Growth

The path to branch transformation is a digital-first strategy.

Tiffani Montez

日本語

July 1, 2021

2021 Impact Innovation Award in Digital Wealth Management: SEBA Bank

SEBA Bank is the recipient of the 2021 Impact Innovation Award in Digital Wealth Management for digital startup of the year.

Wally Okby

日本語

July 1, 2021

2021 Impact Innovation Award in Digital Wealth Management: BrightPlan

BrightPlan is the recipient of the 2021 Impact Innovation Award in Digital Wealth Management for financial wellness in North America.

Sophie Schmitt

日本語

July 1, 2021

2021 Impact Innovation Award in Digital Wealth Management: Ameriprise Financial

Ameriprise Financial is the recipient of the 2021 Impact Innovation Award in Digital Wealth Management for digital client engagement.

Sophie Schmitt

日本語

July 1, 2021

2021 Impact Innovation Award in Digital Wealth Management: Formue

Formue is the recipient of the 2021 Impact Innovation Award in Digital Wealth Management for digital initiative of the year.

Meghna Mukerjee

日本語

July 1, 2021

Client Segmentation and Targeting in Wealth Management: Dig Deeper, Move Faster

Making goals-based investing and financial planning accessible and cost-effective across different client types is crucial for wealth managers.

Meghna Mukerjee

日本語

June 30, 2021

Aite Matrix Client Reference Feedback: Payment Integrity in Healthcare

Overall, healthcare clients of payment integrity vendors are satisfied with their vendors’ product functionality and services.

Inci Kaya

June 30, 2021

Retail Banking and Payments Fintech Spotlight: Q2 2021

These fintech companies are removing friction from consumers’ everyday banking and payments processes.

Talie Baker

日本語

June 28, 2021

Six Questions for a Better IT Strategy

June 24, 2021

Reframing the Homeownership Journey: Consumer-Focused, Lender-Led

Consumers want an easier, less stressful, and cheaper way to purchase homes.

Tiffani Montez, Leslie Parrish

日本語

June 23, 2021

U.S. Identity Theft: Consumer Trends in Health, Life, and P&C Insurance

Twenty-seven percent of U.S. consumers experienced insurance-related identity theft in the past two years.

Michael Trilli

日本語

June 22, 2021

Wholesale Banking Fintech Spotlight: Q2 2021

All of the vendors featured in this report face major competitors in the market.

Gilles Ubaghs

日本語

June 22, 2021

FintechOS: Low-Code Innovation for Financial Services

Managing change on a scalable, functional, and future-proof basis is now a critical concern for financial services.

Gilles Ubaghs

日本語

June 21, 2021

Life/Annuity/Benefits Policy Administration Systems

Deb Zawisza, Nancy Casbarro, Robert McIsaac

June 17, 2021

Payments Modernization in Canada: Real Time Comes Due

Paymod is one of the biggest regulatory undertakings by banks in Canada.

Gilles Ubaghs

日本語

June 16, 2021

Beyond Cards and Mobile Phones: Payment Form Factors of the Future

Every alternative payment device mentioned in this report received some level of interest from consumers.

David Shipper

日本語

June 15, 2021

Beat Life Insurance Fraud With Identity Verification and Authentication

Identity theft and account takeover have increased, and customers are experiencing the impacts.

Manoj Upreti

日本語

June 15, 2021

Correspondent Banking: A Risky Business?

Correspondent banks need to continually review their monitoring and screening for new and emerging threats.

Colin Whitmore

日本語

June 14, 2021

Business and Technology Trends: Annuities

Deb Zawisza, Robert McIsaac, Steven Kaye

June 10, 2021

Data Privacy in Testing: GenRocket’s Synthetic Data Generation Platform

Financial institutions should avoid the temptation of using actual or pseudo-production data when testing applications.

Tari Schreider

日本語

June 10, 2021

DataSecOps: Securing Democratized Data

Data-driven organizations need a data security-driven solution to protect sensitive information.

Tari Schreider

日本語

June 9, 2021

U.S. Prepaid Issuance: A Market at a Crossroads

Partnerships are essential in the prepaid market; no business in the U.S. can bring prepaid programs to market alone.

Francisco Alvarez-Evangelista

日本語

June 8, 2021

Aite Matrix Client Reference Feedback: Fixed Income Attribution Analytics

Clients of FIAA vendors are satisfied with their providers’ overall functionality and services.

Paul Sinthunont, Audrey Costabile Blater

日本語

June 7, 2021

Young Agent Insights: Technology and Service Needs and Preferences

Paul Legutko, Emerson Davis

June 7, 2021

Cloud Computing in Insurance: Current Adoption and Plans

Matthew Josefowicz