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If you're planning, building, or implementing a cloud strategy that supports digitalization for your financial services business, this invaluable guide clearly sets out the crucial factors and questions to consider first. With it, you'll learn how to avoid the costly and time-consuming pitfalls and disappointments of cloud adoption and take full advantage of the cloud operational model. You'll discover cloud tactics that unlock the benefits of digitalization and how to create a cloud strategy that has the flexibility to streamline operations, integrate channels, and encourage innovation in your firm. Packed with invaluable advice and real-world case studies, this book will show you how to: Select the right operational models for your needs Build resilience into your company's technologies Assess the trade-offs of third-party digital native services versus developing them in-house Ensure operability across cloud services providers Balance innovation and accountability Deal with digitalization issues of particular importance in finance, such as governance, security, and regulatory compliance And more.

Every day, businesses, investors, and consumers are grappling with the seismic changes technology has brought to the banking and finance industry. The Money Hackers is the dramatic story of fintech's major players and explores how these disruptions are transforming even money itself. Whether you've heard of fintech or not, it's already changing your life. Have you ever "Venmoed" someone? Do you think of investing in Bitcoin--even though you can't quite explain what it is? If you've deposited a check using your iPhone, that's fintech. And if you've gone to a bank branch and discovered it has been closed and shuttered for good, odds are that's because of fintech too. The Money Hackers focuses on some of fintech's most powerful disruptors--a ragtag collection of financial outsiders and savants--and uses their incredible stories to explain not just how the technology works, but how the Silicon Valley thinking behind the technology, ideas like friction, hedonic adaptation, democratization, and disintermediation, is having a drastic effect on the entire banking and finance industry. Turn to this remarkable new guide to: Feel empowered with the knowledge needed to spot the opportunities the next wave of fintech disruptions will bring. Understand the critical pain points that fintech is resolving, through a profile of the major finsurgents behind the disruption. Topic areas include Friction (featuring founders of Venmo), Aggregate and Automate (featuring Adam Dell, founder of Open Table and brother of Michael Dell), and Rise of the Machines (featuring Jon Stein, founder of robo-advisor Betterment). Learn about some of the larger-than-life characters behind the fintech movement. The Money Hackers tells the fascinating story of fintech--how it began, and where it is likely taking us.
(source: Nielsen Book Data)

If you're planning, building, or implementing a cloud strategy that supports digitalization for your financial services business, this invaluable guide clearly sets out the crucial factors and questions to consider first. With it, you'll learn how to avoid the costly and time-consuming pitfalls and disappointments of cloud adoption and take full advantage of the cloud operational model. You'll discover cloud tactics that unlock the benefits of digitalization and how to create a cloud strategy that has the flexibility to streamline operations, integrate channels, and encourage innovation in your firm. Packed with invaluable advice and real-world case studies, this book will show you how to: Select the right operational models for your needs Build resilience into your company's technologies Assess the trade-offs of third-party digital native services versus developing them in-house Ensure operability across cloud services providers Balance innovation and accountability Deal with digitalization issues of particular importance in finance, such as governance, security, and regulatory compliance And more.

• Preface PART I: INTRODUCTION. Digitizing Wealth Management: The Opportunity That Turns Into a Threat Is FinTech a Red Herring? FinTech: The Genie Will Not Turn Back to His Bottle PART II: TECHNOLOGICAL TRENDS AFFECTING WEALTH & ASSET MANAGEMENT. Information Strategy in a Changing Landscape of Investment Management WealthTech-The Brave New World? The Pitfalls of Investing 4.0 PART III: SOCIETAL TRENDS AFFECTING WEALTH & ASSET MANAGEMENT. Democratization of Banking Services in Emerging Markets: Mexico Why Bitcoin Is Not a Currency but a Speculative Real Asset Millennials: The New Generation of Wealth Management Clients PART IV: IT MANAGEMENT, DATA PRIVACY AND REGULATORY IMPLICATIONS. The Regulation of Robo-Advisors Regulating WealthTech and Robo-Advise in the EU Protection of Privacy from Conception or Privacy by Design PART V:FINANCIAL RISK AND PERFORMANCE MEASUREMENT. How Can Robo-Advisors Help to Enhance Investment Returns? Performance Watcher PART VI: THE COMPETITIVE LANDSCAPE. Cross Border Set Up of Crowdlending Investment Funds The Landscape of Robo-Advisor Operators in the DACH Region Doomed like Dinosaurs PART VII: THE WIDER VALUE CHAIN. A Network of Experts is the Future of Asset Management Decrypting the WealthTech Mindset. Cryptoasset Portfolios: The Next Wave of Digital Asset Management PART VIII: PRODUCT DEVELOPMENT AND INNOVATION. How WealthTech is Re-Inventing the Customer Experience by Linking Open Innovation and Technology Venture Capital and Banks Investing in Startups via Corporate Venture Capital PART IX: MARKETING AND SALES. Digital Family Office 2.0 Strategizing about Robo-advise PART X: THE HUMAN SIDE OF WEALTHTECH. Age of Discovery: Navigating the Balance Between Human and Machine A Call for More Case Studies on FinTech Innovation Biographies.
• (source: Nielsen Book Data)

The book WealthTech: Wealth and Asset Management in the Fintech Age is the primary resource for the wealth and asset management technology revolution. It examines the rise of financial technology and its growing impact on the wealth and asset management industry. Written by thought leaders in the global WealthTech space, this volume offers an analysis of the current tectonic shifts happening in wealth and asset management and aggregates diverse industry expertise into a single informative book. It provides practitioners such as wealth managers, bankers and investors with the answers they need to capitalize on this lucrative market. As a primer on WealthTech it offers academics clear insight into the repercussions of profoundly changing business models. It furthermore highlights the concept of the ongoing democratization of wealth management towards a more efficient and client-centric advisory process, free of entry hurdles. This book aggregates facts, expertise, insights and acumen from industry experts to provide answers on various questions including: Who are the key players in WealthTech? What is fueling its exponential growth? What are the key technologies behind WealthTech? How do regulators respond? What are the risks? What is the reaction of incumbent players? This book not only seeks to answer these questions but also touches on a series of related topics: Get up to speed on the latest industry developments Understand the driving forces behind the rise of WealthTech Realize the depth and breadth of WealthTech Discover how investors react to the growth in WealthTech Learn how regulators influence the evolution of WealthTech business models Examine the market dynamics of the WealthTech revolution Grasp the industry's potential and its effects on connected sectors Build acumen on investment and entrepreneurial opportunities A unique product for the marketplace Digital transformation is creating game-changing opportunities and disruptions across industries and businesses. One industry where these game-changing opportunities will have profound impacts is wealth and asset management. For generations, wealth and asset management was a privileged service provided to co-operations and wealthy individuals. The informational advantages that wealth managers held vis-a -vis their clients provided a key competitive differentiator. In the current digital transformation climate, this differentiator is vanishing and the setting is changing. A top priority on the agenda for any wealth and asset manager must therefore be how to respond and prepare for the ramifications of this fast changing business environment. This book (one of the first to be published in this area) will provide the reader with a head start in adapting to this new digital environment.
(source: Nielsen Book Data)

• Introduction.-
• Chapter 1. Financial Technologies in the Emerging Markets.-
• Chapter 2. Financial System: Challenges and Opportunities of digital Transformation in Mexico.-
• Chapter 3. Machine Learning Models, Risk Management Current Regulation and Perspectives.-
• Chapter 4. Financial Emerging Markets Revisited.-
• Chapter 5. Disruptive Monetary Phenomenon, Challenges and Complexities (Cryptocurrencies).-
• Chapter 6. Pension Funds in Emerging Markets: A projection of Mexican Pension Assets.-
• Chapter 7. Relationship between Economic Growth and Oil Production in Emerging Countries for the period 2020-2050.-
• Chapter 8. Hedging and Optimization of Energy Asset Portfolios.-
• Chapter 9. Artificial Intelligence and its Application in the Study of the Legal Complexity of the Value Added Tax Act in Mexico.
• (source: Nielsen Book Data)

This book analyzes the impact of technology in emerging markets by considering conditions and the history of how it has changed the way of working and market development in such contexts. The book delves into key areas such as fintech enterprises, artificial intelligence, pension funds, stock markets, and energy markets though applied studies and research. This book is a useful read for practitioners and scholars interested in how technology has and continues to change the way in which development is defined and achieved, particularly in emerging markets. .
(source: Nielsen Book Data)

Data quality will either make you or break you in the financial services industry. Missing prices, wrong market values, trading violations, client performance restatements, and incorrect regulatory filings can all lead to harsh penalties, lost clients, and financial disaster. This practical guide provides data analysts, data scientists, and data practitioners in financial services firms with the framework to apply manufacturing principles to financial data management, understand data dimensions, and engineer precise data quality tolerances at the datum level and integrate them into your data processing pipelines. You'll get invaluable advice on how to: Evaluate data dimensions and how they apply to different data types and use cases Determine data quality tolerances for your data quality specification Choose the points along the data processing pipeline where data quality should be assessed and measured Apply tailored data governance frameworks within a business or technical function or across an organization Precisely align data with applications and data processing pipelines And more.
(source: Nielsen Book Data)

In this installment of MIT Sloan Management Review’s Leading With Impact series, CEO Rich Kesrchner and chief operating officer Yvonne Wang discuss DirectBooks’ approach to innovation with coach and consultant Chris Clearfield. They also talk about the impetus for establishing a communications platform for underwriters and institutional investors, prioritizing ongoing workflow refinements, and their approach to managing multiple stakeholders.

"An exploration of the economic applications of distributed ledger technology"-- Provided by publisher.

• Acknowledgements Acronyms Introduction Part I. Poverty finance and the antinomies of colonialism
• 1. A colonial problem
• 2. Poverty finance and nascent neoliberalism
• 3. Structural adjustment, backlash, and the turn to the local: Explaining the rise of microfinance Part II. Making markets for poverty finance
• 4. Commercialising community: Experiments with marketisation
• 5. From microcredit to financial inclusion Part III. Innovation to the rescue?
• 6. The forever-latent demand for microinsurance
• 7. Fintech and its limits Conclusion Notes Bibliography Index.
• (source: Nielsen Book Data)

'The definitive account of the history of poverty finance' - Susanne Soederberg Finance, mobile and digital technologies - or 'fintech' - are being heralded in the world of development by the likes of the IMF and World Bank as a silver bullet in the fight against poverty. But should we believe the hype? A Critical History of Poverty Finance demonstrates how newfangled 'digital financial inclusion' efforts suffer from the same essential flaws as earlier iterations of neoliberal 'financial inclusion'. Relying on artificially created markets that simply aren't there among the world's most disadvantaged economic actors, they also reinforce existing patterns of inequality and uneven development, many of which date back to the colonial era. Bernards offers an astute analysis of the current fintech fad, contextualised through a detailed colonial history of development finance, that ultimately reveals the neoliberal vision of poverty alleviation for the pipe dream it is.
(source: Nielsen Book Data)

• Chapter 1: The Next Financial Revolutiona
• Chapter 2: The Origins of Embedded Finance
• Chapter 3: Big Tech & Beyond
• Chapter 4: Embedded Finance in the Offline World
• Chapter 5: The Right Ingredients Are Now in Place
• Chapter 6: A More Sustainable & Equal World
• Chapter 7: 2030: How Embedded Finance Takes Over the World Acknowledgments About the Author(s) Index.
• (source: Nielsen Book Data)

Embedded finance is here and having global impact. Are you ready for it? In Embedded Finance: When Payments Become An Experience, veteran growth strategists, entrepreneurs, and fintech disruptors Scarlett Sieber and Sophie Guibaud deliver a thought-provoking and page-turning discussion on the most impactful and exciting trend of fintech yet: embedded finance. In the book, you'll explore the past, present, and future of fintech, from how embedded finance is being leveraged today by industry heavyweights like Google and Amazon to supercharge their customers' experience to the offerings of smaller, niche players who stand poised to dominate their own corners of the market as their answer unmet customers' needs. The authors present: Practical examples around the world of how embedded finance is being used today by technology companies and brands to redefine our online and offline retail experiences as we know them The key trends, players, and technologies that are paving the way for embedded finance to take a dominant position in our lives The role, opportunities, and strategies for banks, technology companies and brands, providing them with all necessary tools to define their own embedded finance strategy The impact of embedded finance on society, consumers, companies, and the economy as a whole, highlighting the dominant force that is embedded finance for our future An exciting view of how our day-to-day lives will look like in 2030, powered by embedded finance An indispensable and eye-opening exploration of one of the most exciting and influential technologies in development today, Embedded Finance details a revolution in financial services, banking, and technology that has already begun. Are you ready?
(source: Nielsen Book Data)

• Part 1. Digital Finance and Financial Services Chapter 1. Introduction Chapter 2. FinTech, InsurTech, PropTech, and RegTech Chapter 3. Big Data Part 2. Digital Finance and Traditional Finance Chapter 4. Theoretical foundations & Modern applications Chapter 5. Financial metrics & KPIs Chapter 6. Tangencies Chapter 7. Cyber Risk Part 3. The future of Digital Finance Chapter 8. Becoming Digital
• .
• (source: Nielsen Book Data)

The internet is dramatically transforming the way business is done, particularly for financial services. Digital Finance takes a thoughtful look at how the industry is evolving, and it explains how to integrate concepts of digital finance into existing traditional finance platforms. This book explores what successful companies are doing to maximize their opportunities in this context and offers suggestions on how to introduce digital finance into a firm's structure. Specific strategies for a digital future are presented, alongside numerous case studies that explore key attributes of success. In recognition of the rapidly evolving nature of finance today, Digital Finance is accompanied by a website maintained by the author (PerryBeaumont.com), as well as links to other content with insightful articles, analyses, and opinions. For both practitioners and students of finance, Digital Finance provides a rich context for a better understanding of the landscape of finance today, and lays the foundation for us to process and create the financial innovations of tomorrow.
(source: Nielsen Book Data)

• Preface xi Acknowledgments xv SECTION ONE
• CHAPTER 1 What Is Financial Technology? 3 Technology s Impact on Financial Services 3 What Is FinTech and Who Are the Players? 5 Why the Hype for FinTech? 10 Why Is FinTech Potentially So Important to Society? 12 Recent Trends and Market Conditions for the FinTech Industry 14 Conclusion 18 Notes 19
• CHAPTER 2 Community Banks and FinTech 21 Is FinTech a Threat or an Opportunity for Community Banks? 21 FinTech s Potential Impact on Bank Valuation 29 How Community Banks Can Help FinTech Companies 31 Conclusion 32 Notes 33
• CHAPTER 3 The Historical Context for FinTech 35 Introduction 35 FinTech History 35 Visa and MasterCard: The Largest IPOs in FinTech History 40 Core Vendors 43 Notes 50 SECTION TWO
• CHAPTER 4 State of Community Banks Embracing FinTech Today 53 Introduction 53 Overview of U.S. Community Bank Industry Trends 53 Banks and FinTech Increasingly Intersect 56 Serving More Customers Digitally 56 Evolving Regulatory Oversight of FinTech 61 Conclusion 66 Notes 67
• CHAPTER 5 The Alternative Lending Niche 70 The Mortgage Market 70 The Consumer Lending Market 72 Government Regulation of Alternative Lending Platforms 78 Conclusion 79 Notes 80
• CHAPTER 6 The Payments Niche 82 Trends to Watch 82 Digital Currencies and Blockchain Technology 91 Conclusion 99 Notes 100
• CHAPTER 7 The Wealth Management Niche 104 Introduction 104 The Evolution of the Online Brokerage Industry 106 The Rise of Robo-Advisors 108 Conclusion 116 Notes 118
• CHAPTER 8 InsurTech and the Future of Insurance 120 Introduction to InsurTech 121 Technology Trends in Insurance 123 Conclusion 129 Notes 129 SECTION THREE
• CHAPTER 9 Partnering with a FinTech Company 133 Introduction 133 Conclusion 154 Notes 155
• CHAPTER 10 Early Stage FinTech Valuation Issues 156 Introduction 156 Why You Should Have a Valuation Performed 157 Valuation Considerations for FinTech Companies 160 What about Preferences and FinTech Valuations? 172 Special Issues: Valuations for Other Stakeholders 173 Conclusion 183 Notes 183
• CHAPTER 11 Acquiring a FinTech Company 185 Introduction 185 Recent Trends in FinTech M&A Activity 187 Metrics to Analyze FinTech Transactions 192 Accounting Considerations and Goodwill Creation in FinTech Deals 202 Special Issues to Consider with FinTech M&A 218 Conclusion 224 Notes 224
• CHAPTER 12 Liquidity Options Beyond a Sale 227 Introduction 227 Liquidity Options 228 Is Your Buy Sell Agreement Solidly Built? 234 Conclusion 240 Notes 240
• CHAPTER 13 Is There a Bubble Forming in FinTech? 242 Introduction 242 Factors Leading to a Bubble? 243 Signs That a Bubble May Be Forming in FinTech 246 Case Study of a FinTech Failure 246 Conclusion 251 Notes 252 Index 253.
• (source: Nielsen Book Data)

Lessons in innovation from key FinTech trends and successes Creating Strategic Value through Financial Technology explores the growing Financial Technology (FinTech) industry to provide insight on how traditional financial institutions and FinTech companies can boost innovation and enhance valuation in a complex regulatory environment. In plumbing the depth and breadth of several niches within in the FinTech sector, author Jay Wilson uncovers key themes that have contributed to the industry's success; in this book, he maps them together to provide useful guideposts for investors, entrepreneurs, and traditional institutions looking to facilitate growth as technology and financial services collide. With an expert's perspective on FinTech history and outlook, certain trends and examples of value-enhancing strategies stand out. FinTech niches covered include: payments, crowdfunding, alternative/marketplace lending, the blockchain, and technology solutions in the context of banking, insurance, and investment companies. There is no denying the growing importance of technology in the financial services industry, and the FinTech sector offers valuable solutions for a diverse array of financial services providers and their customers. This book guides you through several niches of the FinTech sector, and highlights the most important takeaways from recent endeavors. * Navigate the financial technology sector * Enhance customer and product offerings * Improve efficiency and cost structure * Enhance profitability and company valuation from the intersection of technology and finance Innovation and customer preference is a key driver of FinTech's growth. Customers are demanding better value and convenience, and the organizations that provide it are reaping the rewards of growth. As financial regulations grow more and more complex, and customers are presented with more and more options, it is becoming imperative for traditional institutions to modernize processes and carve out a place in the future of financial services. Creating Strategic Value through Financial Technology provides a handbook for navigating that space, with practical guidance on how FinTech companies and traditional financial institutions can enhance profitability and valuation from the trends.
(source: Nielsen Book Data)

• Introduction to FinTech and importance objects
• Introduction to cybersecurity
• Information security governance in Fintech
• Cybersecurity threats in FinTech
• Cybersecurity vulnerabilities in FinTech
• Cybersecurity risk in FinTech
• Secure financial market infrastructures (S/FMI)
• Cybersecurity policy and strategy management in FinTech
• Designing cybersecure framework for FinTech
• Conclusion

This book uncovers the idea of understanding cybersecurity management in FinTech. It commences with introducing fundamentals of FinTech and cybersecurity to readers. It emphasizes on the importance of cybersecurity for financial institutions by illustrating recent cyber breaches, attacks, and financial losses. The book delves into understanding cyber threats and adversaries who can exploit those threats. It advances with cybersecurity threat, vulnerability, and risk management in FinTech. The book helps readers understand cyber threat landscape comprising different threat categories that can exploit different types of vulnerabilties identified in FinTech. It puts forward prominent threat modelling strategies by focusing on attackers, assets, and software and addresses the challenges in managing cyber risks in FinTech. The authors discuss detailed cybersecurity policies and strategies that can be used to secure financial institutions and provide recommendations to secure financial institutions from cyber-attacks.
(source: Nielsen Book Data)

• Preface Acknowledgments
• 1. Overview of China's Fintech Industry
• 2. Digital Payment Systems
• 3. Peer-to-Peer Lending and Crowdfunding
• 4. Online Consumer Credit, Online Supply Chain Finance, and Internet Banks
• 5. Online Investment and Insurance
• 6. Blockchain Finance and Virtual Currencies
• 7. Disruption of Traditional Banking
• 8. Risks of Fintech and Regulatory Technology
• 9. Credit Reporting and Key Financial Technologies
• 10. Outlook and Summing Up Notes Bibliography Index.
• (source: Nielsen Book Data)

Financial technology-or fintech-is gaining in popularity globally as a way of making financial services more efficient and accessible. In rapidly developing China, fintech is taking off, catering to markets that state-owned banks and an undersized financial sector do not serve amid a backdrop of growing consumption and a large, tech-savvy millennial generation. It is becoming increasingly likely that some of China's fintech firms will change the way the world does business. In China's Fintech Explosion, Sara Hsu and Jianjun Li explore the transformative potential of China's financial-technology industry, describing the risks and rewards for participants as well as the impact on consumers. They cover fintech's many subsectors, such as digital payment systems, peer-to-peer lending and crowdfunding, credit card issuance, internet banks, blockchain finance and virtual currencies, and online insurance. The book highlights the disruption of traditional banking as well as the risks of fintech and regulatory technology. Hsu and Li describe major companies including Alipay and Tencent, developer of WeChat Pay and a wealth-management business, and other leading fintech firms such as Creditease, Zhong An Insurance, and JD Finance. Offering expert analysis of market potential, risks, and competition, as well as case studies of firms and consumer behavior, China's Fintech Explosion is a must-read for anyone interested in one of the world's breakout sectors.
(source: Nielsen Book Data)

• Introduction: The Technological Revolution in Financial Services Michael R. King and Richard Nesbitt
• Section I: The Structural Forces Transforming Financial Services
• 1. Financial Technologies and the Disruption of Financial Services R. Jesse McWaters
• 2. The Economic Forces Driving FinTech Adoption across Countries Jon Frost
• 3. Banking and Finance since the Global Financial Crisis Tiff Macklem
• 4. Data and Privacy in the Next Decade Brian O'Donnell
• 5. How 'Open' is the Future of Banking? Data-Sharing and Open Data Frameworks in Financial Services Markos Zachariadis
• 6. The Impact of Banking Regulation on Technological Innovation Gregory P. Wilson
• Section II: New Strategies, Technologies, and Business Models
• 7. The Competitive Threat from TechFins and BigTech in Financial Services Michael R. King
• 8. Creating Strategic Value by Partnering with or Acquiring FinTechs Jay Wilson
• 9. A FinTech Founder's Perspective on The Future of Financial Services Andrew Graham
• 10. How the Global Asset Management Industry Will Change Richard Nesbitt and Satwik Sharma
• 11. Next Generation Financial Advice: Re-imagining Wealth Management in the Age of Technology Chuck Grace and Andrew Sarta
• 12. Treasury and Technology Peter Levitt and Tom McGuire
• 13. Technology and Re-Imagining the Future of Housing Evan Siddall and Vicki Martin
• Section III: Succeeding in the FinTech Era
• 14. The Business Case for Gender Diversity in Financial Services Brenda Trenowden
• 15. Bank Strategy and Innovation Utilizing Technology Richard Nesbitt
• Conclusion: Putting the Customer First Michael R. King and Richard Nesbitt
• Contributors.
• (source: Nielsen Book Data)

The financial services industry is being transformed by heightened regulation, technological disruption, and changing demographics. These structural forces have lowered barriers to entry, increasing competition from within and outside the industry, in the form of entrepreneurial FinTech fintech start-ups to large, non-financial technology-based companies. The Technological Revolution in Financial Services is an invaluable resource for those eager to understand the evolving financial industry. This edited volume outlines the strategic implications for financial services firms in North America, Europe, and other advanced economies. The most successful banks, insurance companies, and asset managers will partner with financial technology companies to provide a better and more innovative experience services to retail customers and small businesses. Ultimately this technological revolution will benefit customers and lead to a more open and inclusive financial system.
(source: Nielsen Book Data)

• Introduction: The Technological Revolution in Financial Services Michael R. King and Richard Nesbitt
• Section I: The Structural Forces Transforming Financial Services
• 1. Financial Technologies and the Disruption of Financial Services R. Jesse McWaters
• 2. The Economic Forces Driving FinTech Adoption across Countries Jon Frost
• 3. Banking and Finance since the Global Financial Crisis Tiff Macklem
• 4. Data and Privacy in the Next Decade Brian O'Donnell
• 5. How 'Open' is the Future of Banking? Data-Sharing and Open Data Frameworks in Financial Services Markos Zachariadis
• 6. The Impact of Banking Regulation on Technological Innovation Gregory P. Wilson
• Section II: New Strategies, Technologies, and Business Models
• 7. The Competitive Threat from TechFins and BigTech in Financial Services Michael R. King
• 8. Creating Strategic Value by Partnering with or Acquiring FinTechs Jay Wilson
• 9. A FinTech Founder's Perspective on The Future of Financial Services Andrew Graham
• 10. How the Global Asset Management Industry Will Change Richard Nesbitt and Satwik Sharma
• 11. Next Generation Financial Advice: Re-imagining Wealth Management in the Age of Technology Chuck Grace and Andrew Sarta
• 12. Treasury and Technology Peter Levitt and Tom McGuire
• 13. Technology and Re-Imagining the Future of Housing Evan Siddall and Vicki Martin
• Section III: Succeeding in the FinTech Era
• 14. The Business Case for Gender Diversity in Financial Services Brenda Trenowden
• 15. Bank Strategy and Innovation Utilizing Technology Richard Nesbitt
• Conclusion: Putting the Customer First Michael R. King and Richard Nesbitt
• Contributors.
• (source: Nielsen Book Data)

The financial services industry is being transformed by heightened regulation, technological disruption, and changing demographics. These structural forces have lowered barriers to entry, increasing competition from within and outside the industry, in the form of entrepreneurial FinTech fintech start-ups to large, non-financial technology-based companies. The Technological Revolution in Financial Services is an invaluable resource for those eager to understand the evolving financial industry. This edited volume outlines the strategic implications for financial services firms in North America, Europe, and other advanced economies. The most successful banks, insurance companies, and asset managers will partner with financial technology companies to provide a better and more innovative experience services to retail customers and small businesses. Ultimately this technological revolution will benefit customers and lead to a more open and inclusive financial system.
(source: Nielsen Book Data)