Leveraging automation and regtech to Increase the accuracy and effectiveness of fintechs’ regulatory compliance processes.
Within an ever-changing and hard landscape, UBS Institutional Consulting provides tailored solutions centered on your own Firm’s evolving demands and needs. Our skilled teams of Institutional Consultants supply a disciplined approach backed by UBS, a world leader in prosperity administration.
Cornerstone can help. We get the job done with fintech vendors, fintech challengers, and sector buyers to improve their benefit for banking institutions and credit rating unions. Our subject material professionals merge their familiarity with fintech and banking to deliver personalized engagements that get results.
We define a strategic investment decision response to this problem; it includes the redesign of pension methods, the purpose of alpha and also the situation of tokens in portfolios.
Has the pliability to incorporate unique consumer aims and preferences in the construction of asset allocation
Employers & Consultants Strategy Participant I’m an individual or investor trying to get action to aid secure my financial potential.
Irrespective of whether you're preparing to lift cash, start a completely new product, or navigate regulatory complexity, we will help you move ahead with clarity and self esteem.
Fintechs were being when mostly the area of startup action. As they advanced and acquired FinTech Advisory mainstream acceptance, fintechs began to drastically impression the broader financial solutions sector. Right now, financial expert services continue to become reshaped as a result of ongoing fintech partnerships, mergers, and acquisitions that drive innovation and company transformation by way of technology.
Believe in and custody products and services Being a custodian of more than $one hundred billion in trust property, Comerica is among the most significant and most highly qualified have faith in and fiduciary corporations in The usa, with awareness, knowledge and working experience covering numerous types of have confidence in and custody expert services.
Creates holistic expenditure solutions that include a complete range of return streams, which includes wide asset class betas, elements and Lively alpha streams
Diversify your portfolio over and above regular asset lessons with our extensive international platform of solutions.
All the things we do is rooted in our Main intent to aid people today prosper everyday. It’s not only the proper enterprise detail to carry out; it’s the right human thing to complete. This starts by Placing our individuals at the center of our perform and extends to how we deal with and worth our men and women, our consumers and our communities.
Enhance Resilience Preserving the financial well being of consumers’ providers and ensuring enterprise continuity to endure any financial cycle.
Fintech vendors have a novel list of troubles, from a lack of intel on who's winning offers and why, to extremely elaborate messaging that doesn’t resonate with lender and credit rating union executives, to an absence of expertise on proper market sizing.
Led by a former SEC senior Formal and fintech general counsel, Cyndi Rodriguez, our expert services Mix deep regulatory skills with operator expertise. We don’t just location danger—we assist you remedy it strategically, basically, and effectively.