Our tactic goes past traditional consulting, supplying institutional shoppers a unique combination of tailored investment direction, well timed thought leadership, and board education that resonates past the numbers.
In an ever-shifting and demanding landscape, UBS Institutional Consulting provides custom-made solutions centered with your Group’s evolving wants and necessities. Our professional teams of Institutional Consultants deliver a disciplined approach backed by UBS, a world leader in wealth management.
We get it. We have been there while in the trenches with you at 1 time or A different. This is often what we find are many of the best fintech worries:
Enables screening of new exposures and adjustment of strategic portfolio models as lengthy-expression capital sector situations evolve
Tune into this episode to hear Anthony Ferguson, Audit Associate and National Sector Leader from the FinTech team at BDO United states of america, discuss in the pluses and minuses of a few of the more recent payment technologies, and expose the one particular he thinks is poised to provide the most Added benefits to both equally stores and individuals alike.
Irrespective of whether addressing enterprise or shopper needs — or a combination of both equally — fintech solutions and technologies enable enhance processes, raise efficiencies, and enhance The client encounter.
Find out the transformative electrical power of generative AI within the retail industry and beyond in BDO's book.
Fintechs had been as soon as mainly the area of startup action. As they evolved and attained mainstream acceptance, fintechs began to substantially influence the broader financial solutions field. Currently, financial companies proceed to become reshaped as a result of ongoing fintech partnerships, mergers, and acquisitions that push innovation and company transformation as a result of technology.
The rapid progress on the financial technological know-how (fintech) marketplace has disrupted your complete financial solutions ecosystem. Navigating the threats and possibilities is demanding.
Consumers now assume mature digital choices through the marketplace, making a window of prospect for fintech organizations to acquire and introduce new products that fulfill Individuals expectations.
Obtain the guidebook today to find out how maturing these functions prior to an IPO can cement the foundations of the healthful, profitable, and sustainable community business.
Quantifying the financial repercussions of money laundering is complicated, although the Worldwide Financial Fund estimates it could depict 5% of the worldwide GDP.
Take a look at BDO’s 2025 Private Equity Study for insights on how PE leaders are navigating marketplace volatility, financing promotions, and driving portfolio business advancement. Obtain the report for actionable procedures and the most recent field trends.
Fintech companies have a novel set of issues, from an absence of intel on that is profitable bargains and why, to overly institutional financial solutions advanced messaging that doesn’t resonate with lender and credit union executives, to an absence of expertise on right sector sizing.
Led by a previous SEC senior Formal and fintech general counsel, Cyndi Rodriguez, our companies Incorporate deep regulatory experience with operator knowledge. We don’t just location risk—we enable you to clear up it strategically, practically, and effectively.