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Innovation, Library


TOMORROW’S BANKING: THE DIGITAL TRANSFORMATION OF FINANCIAL INSTITUTIONS

 * For FIs, the vulnerability of both front- and back-end systems and processes
   was proven in the wake of the pandemic. But with these challenges comes
   unprecedented opportunities.
 * In our latest whitepaper with Plaid, we break down how FIs are tackling the
   challenges of digital transformation and implementing the technologies
   driving it.

Plaid | February 10, 2022

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The wake of the pandemic brought about many challenges, like a rapidly increased
reliance on digital solutions in the front, and closed branches, unprepared call
centers, and overwhelmed lenders dealing with PPP loans in the back. More
importantly, it presented financial institutions with a timely opportunity: a
call for innovation.



According to a late 2020 IDC survey, only 20% of financial systems worldwide
said they’d “recovered to a new normal” from the effects of COVID-19 on their
internal systems. Yet the shift is here to stay.

In Plaid’s 2021 survey on fintech use, 88% of U.S. respondents said they use
technology to manage their finances. This jumped from over half (58%) of
respondents in 2020.

This new digital era is an opportunity for financial institutions to remain
agile in the face of constant change. Fintechs, companies applying modern
technology and user experiences to financial services, are filling gaps
traditionally overlooked by financial institutions.

In Tearsheet and Plaid’s latest whitepaper, we explore:

 * The opportunity presented by digital transformation
 * Key challenges financial institutions face
 * A 7-step strategy to tackle those issues
 * The technologies driving digital transformation into tomorrow
 * Input from decision makers at Plaid, Chase, US Bank, and Goldman Sachs.

Read the full whitepaper here.


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Library, Modern Marketing, The Customer Effect


TEARSHEET’S 2021 GUIDE FOR MARKETERS: GENS UNDER THE LENS

 * We closed off last year with a thorough breakdown of the financial consumer
   profile of each of the generations.
 * The compiled guide for marketers is now available for download.

Tearsheet Editors | January 24, 2022
Announcement, Library


THE FUTURE OF FINANCIAL DATA: A LOOK INTO 2022

 * For a close understanding of the everchanging space of financial data,
   Tearsheet picked the brains of the opinion and decision makers in some of the
   major players in the space
 * Download the latest report to read about the 20 top trends for financial data
   directly from FICO, ForwardAI, Ocrolus, Kyriba, TreviPay, Glean, and many
   more

Tearsheet Editors | January 04, 2022
Announcement, Library


GUIDE: SIX TRENDS FOR EMBEDDED FINANCE

 * The nature of the financial institution is changing, and as banking evolves,
   so do the platforms that support it
 * In this guide, we’ve examined the various ways Embedded Finance is changing
   banking, lending, payments, and where finance is headed into the future --
   broken down to the six most important trends of 2021, going into 2022

Tearsheet Editors | December 20, 2021
Announcement, Library


CHALLENGERS 2021: THE GUIDE TO CHALLENGER BANKING

 * In November 2021, Tearsheet hosted its inaugural The Big Bank Theory
   Conference.
 * Download our Challengers Guide, focused on the top trends and companies in
   the challenger banking space.

Tearsheet Editors | December 17, 2021
Announcement, Library


EMBEDDED 2021: THE GUIDE TO EMBEDDED FINANCE

 * In November 2021, Tearsheet hosted its inaugural The Big Bank Theory
   Conference.
 * Download our Embedded Guide, focused on the top trends and companies in the
   embedded finance space.

Tearsheet Editors | December 10, 2021
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