Financial services

Path to purchase: Guiding customers through winding digital roads


Traditional institutions can fend off disruptors by becoming more customer-centric, analytic, and digitally-focused.

Top Insurance Industry Issues in 2016


Insurers are continuing to face marked changes in what customers expect, both in terms of products and service, to how they obtain and utilize the information that informs business decisions, and to their underlying business models.

2015 Annual US Capital Markets Watch


2015 Annual US Capital Markets Watch: Analysis and trends

Share and share alike: Meeting compliance needs together with a KYC utility


What should financial institutions consider when choosing a Know Your Customer (KYC) utility?

Current Developments for the Real Estate Industry


This quarterly publication is a summary of real estate specific hot topics and industry updates, enabling real estate audit committees and executive teams to remain updated on the most recent trends in real estate.

US banking deals insights - 2015 update and outlook for 2016


In 2015, deal values greater than $1 billion made up 76% of all deal value, marking the return of large deals to pre-Financial Crisis levels. Deals in 2015 raised approximately $1 billion from 12 IPOs, down 93% in value from 2014.

2015 Mutual Fund Developments: Look back to see what’s ahead


This report casts a very broad net and explores the array of historic changes confronting the industry over the past year—including changes in investor preferences, regulation, financial reporting, auditing, and taxation.

Q&A: What is blockchain?


How can blockchain improve the business processes that occur between companies, radically lowering the “cost of trust?”

The future of wholesale funding markets


This paper discusses the future of Repo markets post Tri-party reform using the views of market participants (via interviews and a survey) to draw conclusions: regulation’s effect, the Fed’s continued involvement and the development of cleared repo.

A Strategist's Guide to Blockchain


The distributed ledger technology that started with bitcoin is rapidly becoming a crowdsourced system for verifying transactions of all types. Could it replace central banks?