Record keepers are evolving into comprehensive financial wellness platforms, moving beyond traditional 401(k) services to address participants' complete financial lives including debt, banking, and cash flow.
FIS executives Will Hicks, Sherry Baker, and Deloitte's Scott Parker discuss leveraging technology, data integration, and personalized advice to transform retirement services.
92% of businesses report that open banking is essential for future-proofing their organization, according to research from Mastercard.
As the financial services ecosystem, including banks, credit unions, and fintechs, build deeper expertise in serving customers digitally and more intuitively, open banking becomes an essential innovation driver.
AI is everywhere — but it’s not a shortcut to success. As organizations race to embed it across operations, it’s clear that ambition alone won’t deliver impact.
Organizations must establish a framework that harmonizes risk management and innovation through aligned objectives, measurements, and execution strategies.
EQ Bank’s early move to a cloud-native core with Temenos positioned it to lead in digital transformation, leveraging real-time data and AI to deliver personalized customer experiences.
Temenos’ Will Moroney and EQ Bank’s Geoff Vona talk about how co-building solutions has propelled both the company and the bank forward.
Traditional insurance faces mounting pressures from new technologies and market entrants, making digital adoption an imperative for efficiency and customer-centricity.
Kamiel Bouw, Global Head of Insurance for Citi Treasury and Trade Solutions, discusses how Treasury functions must evolve beyond settlement roles.
