Consultancy Insights


Regulatory efficiency: Ten steps to get off the regulatory treadmill

21st November 2017

Company: zeb
Volker Abel - Senior Manager, zeb Frankfurt, Martin Hluze - Manager, Office Vienna, Benjamin Banner - Senior Consultant, Office Munich, Fiammetta Rubinacci - Senior Consultant, Office Zurich  The regulatory treadmill of the banking industry European banks have been affected by comprehensive... read more

Optimising marketing channels at scale: Why and how?

18th October 2017

Company: Fospha
We have previously discussed how marketing channel optimisation is contingent on two processes; data integration and attribution. The first article, on data integration, covered the importance of tracking, stitching and integrating customer data from the entire end-to-end customer journey in order to produce a granular single customer view. The... read more

Editor’s picks: How Big Data and AI are changing banking

15th September 2017

Company: bobsguide
How business intelligence is revolutionising banking Ilan Hertz, Head of digital marketing at Sisense In the early 1990's, the increasing popularity of automated teller machines (ATM's) revolutionised banking, lowering the number of tellers required for each branch and allowing thousands of new branches to be opened as a result. ... read more

bob’s guide to treasury management systems: How to avoid disruption during TMS implementation

29th June 2017

Company: bobsguide
So far in the bob’s guide to treasury management systems series, we’ve looked at how organisations can determine whether they need a TMS, the kinds of systems that are available, and what treasury professionals should consider before making their selection. Now it’s time for the nitty gritty – implementation. As... read more

bob’s guide to treasury management systems: How to ensure your TMS is a perfect fit (part 2)

22nd June 2017

Company: bobsguide
After months of research and consultation with treasury technology experts, bobsguide has identified four main stages of treasury management system selection and implementation, which we introduced last week: 1. Assemble your team 2. Settle on the system requirements 3. Meet with the vendors, and test the systems 4. Make your selection, and... read more

bob’s guide to treasury management systems: How to ensure your TMS is a perfect fit (part 1)

15th June 2017

Company: bobsguide
So you’ve decided that it’s time to invest in a new treasury management system. What now? Investing a great deal of money into new technology, and implementing the system in a process that could take up to 18 months is a daunting prospect, made worse by the fact that it’s likely no one within the business would have undertaken... read more

The impact of Brexit: Fintech firms begin to speak out

30th March 2017

Company: bobsguide
With Article 50 being enacted this week, the fintech industry is considering what the new landscape created by the UK formally announcing its intentions to leave the EU will mean for themselves, their clients, both financial services and SMEs, and the economy. Stephen Burke – Group Corporate Development Director of asset management... read more

“The markets will remain healthy and conducive to fintech companies looking to raise capital or seek exits for the near-to medium-term”: Freeman & Co. Executive Director Tony Seto interview

21st March 2017

Company: bobsguide
Tony Seto has recently joined Freeman & Co., a U.S investment bank specialising in M&A and capital raising advisory services for the financial services industry, to lead its Payments and Banking fintech operations.  In an exclusive interview with bobsguide, Tony gives his perspective on the state of the fintech M&A market in the... read more

Finovate Europe 2017 review part three: Why banks should be taking an offensive, rather than defensive, approach to PSD2 compliance – Interview with Token’s Mårten Nelson

22nd February 2017

Company: bobsguide
One of the most impressive companies presenting at this year’s Finovate Europe conference was Token, a software company offering a turnkey PSD2 compliance solution to European banks. Bobsguide sat down with Co-Founder and VP of Marketing Mårten Nelson to learn more about Token’s PSD2 compliance software, why banks are starting... read more

Fund management software: How to select the right provider in 2017

20th February 2017

Company: bobsguide
It is evident that the volume of information and level of analysis available to investors and portfolio managers in 2017 puts even greater emphasis on selecting the right fund management software. Fintech providers are constantly looking to improving the technology available to investors, in order to provide them with the fastest, most accurate,... read more