Collaborating Authors

Financial services technology 2020 and beyond: Embracing disruption


For a long time, new market entrants found it difficult to break into the financial services industry. FinTech disruptors have been finding a way in. Disruptors are fast-moving companies, often start-ups, focused on a particular innovative technology or process in everything from mobile payments to insurance. And, they have been attacking some of the most profitable elements of the financial services value chain. This has been particularly damaging to the incumbents who have historically subsidized important but less profitable service offerings.

What Artificial Intelligence is and how it works in the financial services industry - Part 1


There has been much talk about the great use of Artificial Intelligence (AI) within financial services to streamline processes and add value, some of which we are already seeing in the form of robo advisors and big data processors.

Top financial services industry issues


The competitors facing asset and wealth managers, banks, and insurance companies aren't who firms thought they'd be. Emerging technology presents incredible opportunities--for someone else. The customers seem to be changing their minds about what they value most. Well, nobody ever said it would be easy. For some, this is a time of great opportunity.

CO-OP Financial Services


Based in Rancho Cucamonga, Calif., CO-OP Financial Services is a ginancial technology company that harnesses the vast breadth and depth of our insights, network and connections in order to provide a customizable suite of tools and services for credit unions. With a motto of "Be There, Be More", CO-OP's business lines include ATM, CO-OP Member Center, Connect (including CO-OP Shared Branching), Card Payments, Engagement, Security Innovations and THINK.

Solution for Financial Services Salesforce Financial Services Cloud


With the Salesforce Financial Services Cloud Assistant, advisors can stay on top of their most critical tasks throughout the day. It aggregates information from multiple systems and creates comprehensive to-do lists, including proactive alerts for leads and tasks.