Retail loan origination requires the interplay of many internal and external systems to originate, underwrite, and close a loan. These processes…
Research related to Bricknode Lending
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2024/07/15
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2024/06/06
I recently had the opportunity to attend FIS Emerald in Orlando, FL from May 26-29, 2024. Lasting over three fast-paced days, this conference is…
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2024/05/30
Yes, I DO think there is a strong connection between banking technology and sports car racing, so buckle your seat belts. Last week I had the op…
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2024/05/08
Consumer credit scoring has existed for decades. It evolved from being a custom analytic product used within financial institutions to being a g…
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2024/04/29
Consumer data privacy laws, regulations, and protections have existed for decades but are being modernized across the globe in response to digit…
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2024/04/22
Loan origination system (LOS) technology has changed more in the last five years than it had in the previous 20. Market dynamics are shifting as…
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2024/03/21
The imperative for financial institutions (FIs) to continuously add new technology capabilities drives them to evaluate existing systems to mode…
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2024/02/12
The UK residential mortgage lending market is large and attractive to financial institutions based on the large transaction sizes and revenue pe…
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2023/12/13
The migration of on premise banking applications to private and public cloud deployment has been underway for over a past decade.Early migration…
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2023/11/19
Last week the Celent corporate banking team published its annual Technology Trends Previsory: Corporate Banking 2024 Edition which can be downl…
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2023/11/08
Among the many US federal policy changes, laws, and Federal Reserve actions initiated during the pandemic, loan forbearance has so far proven to…
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2023/10/05
Next week’s US Mortgage Bankers Association (MBA) Annual Convention in Philadelphia (https://www.mba.org/conferences-and-education/annual-conven…
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2023/08/31
Despite challenges posed by the macroeconomic environment, North American (NA) retail bank technology spending will grow by 3.5% in 2023. The hi…
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2023/08/21
The current banking crisis in 2023 has so far focused on large regional and national banks that have had liquidity issues leading to a bank run…
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2023/07/17
Agility is one of the standout technology priorities for retail banks this year. While the operating environment remains challenging, many banks…
Research related to Bricknode Broker
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2024/03/21
For insurance and institutional clients, efficient portfolio optimization and operational agility from the standpoint of dynamic adaptation and…
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2024/02/28
Fractional share trading for equities and ETFs is not new. Widespread adoption of fractionals in mostly brokerage accounts were spurred on by th…
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2024/01/03
Is the RIA industry being disrupted? After a monumental year from one late-stage WealthTech startup, the answer appears to be yes. WealthTech St…
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2023/12/15
Private market asset managers were not immune from the post-pandemic, macroeconomic headwinds and recent market volatility – with operating marg…
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2023/10/20
Over the past decade, institutional investors’ quest for higher returns and portfolio diversification in an era of low interest rates and favora…
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2023/09/26
Client onboarding continues to be a significant pain point for advisors. And new account opening (NAO) is arguably one of the most inefficient a…
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2023/08/26
This report is a companion piece to the Global IT report and focuses solely on North American Wealth Management IT Spending which includes Canad…
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2023/06/27
With the introduction of ChatGPT, large language models (LLMs) have become a significant part of the AI landscape due to their ability to revolu…
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2023/06/09
On 27 Apr 2023, Deutsche Boerse announced a takeover of SimCorp to combine its existing data & analytics subsidiaries Qontigo and ISS under the…
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2023/06/07
As investment firms and investors contemplate how to integrate environmental, social, and governance (ESG) issues into their investing decisions…
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2023/03/29
The science of artificial intelligence is complicated. The technologies or sub domains that make up AI such as machine learning and natural lang…
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2023/03/08
Summary In-depth personalization experiences rely on relevant user data, unifying their engagement channels, and creating segments to build firs…
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2023/03/03
It is well known that advisors spend an inordinate amount of time on non-revenue producing and non-client facing activities. These include admin…
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2023/02/23
Our upcoming report Advisor Productivity: What’s Technology Got To Do, Got To Do With It? reveals that financial advisors spend an inordinate am…
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2022/09/30
Experiencing product value before purchase drives growth—Product-Led Growth:PLG •This is a primer for those who are not so familiar with Product…