Financial Services

This blog marks Part 1 of our Embedded Finance Blog Series and will introduce the overarching concept of embedded finance, setting us up to discuss embedded payments, embedded lending, and embedded insurance (all of which fall under the embedded finance umbrella) in future blogs. Embedded finance is the “embedding” of payment or banking software into […]

Our insurance team is just returning from InsureTech Connect (ITC). What a great week in the desert! ITC is one of the, if not largest, industry gatherings of insurance carriers, solution provers, implementation partners, and startups. Over 2,400 companies were in attendance, and it was said that there were over 8,500 attendees present this year. […]

Similar to what the OCC issued in December 2021, in August 2022, the Federal Reserve Board (FRB) issued a Supervisory Letter outlining the steps FRB member banks should take prior to engaging in crypto-asset-related activities, such as assessing whether such activities are legally permissible and determining whether any regulatory filings are required. Additionally, the Supervisory […]

In this blog, we will show a GIF as a report page tooltip when hovering over a visual. This cool technique allows you to display instructional GIFs or videos for our end users. Steps for Creating GIFs: App to record gifs Adding gifs to Power BI Adding Tooltip Integrating with button App to Record GIFs: […]

A metaphorical interview about the collapse of NFTs and what it possibly means for the future. Good morning.  Today, financial correspondent I.D. Futchermann will be interviewing legendary finance executive Richard Tan Yu. I.D Futchermann: Let’s start with you, Richard. How did you get started? Richard Tan Yu: Well D, after graduating as a history major […]

The post-pandemic era has ignited monumental changes in the global financial realm, forcing financial services institutions into unchartered territory when it comes to digitization. Many startups and more and more legacy financial services institutions are reaping the benefits of employing an Agile methodology to digitize at scale and address the customer expectations of today. Agility […]

Background FINRA has been collecting and disseminating fixed income transaction information through TRACE since 2002. Fixed income markets have continued to change dramatically since 2002, becoming more global while an increasing percentage of trades are made on or by electronic trading platforms. With the move to electronic trading and increased trade volume, FINRA has been […]

Live Connection Mode: Power BI Live Connection is one of the connection modes to connect the data source into Power BI, just like Import and Direct Query. As of now, some of the cloud data sources we can connect through Power BI Live Connection are: Azure Analysis Services SQL Server Analysis Services Tabular  SQL Server […]

Financial Advice Isn’t Just For The Wealthy. Oftentimes, when we think of financial advisors, the upper class and those planning for retirement are first to come to mind. In fact, in a survey conducted by MagnifyMoney, 42% of respondents (notably, 48% of women and 35% of men surveyed) indicated they believe financial advisors are “only […]

Finding the Right AI Service Provider in a Data-Driven World It is not easy for even the most advanced enterprises to master modeling, data, applications, and digital expertise. Having the ability to take advantage of AI’s full potential as its capabilities expand is becoming increasingly important each day. A decision made using AI-driven intelligence will […]

Paperwork is an integral part of most processes in the financial services industry. However, in addition to draining precious natural resources, it significantly contributes to wasted time and lagged productivity within institutions. Given these pitfalls, innovators of the digital age have worked for years to redefine the concept of paperwork and disconnected electronic documents, converting […]

The financial services industry has made major strides in amping up its overall customer experience game; however, there is still a deficit in the personalization and accessibility of products and services for many Americans. The financial services industry must consider its customer experience game while also grappling with a sense of distrust from many communities […]