Join the Community

23,700
Expert opinions
40,544
Total members
358
New members (last 30 days)
210
New opinions (last 30 days)
29,184
Total comments

Latest expert opinions

clear
clear
Rory Galvin

Rory Galvin Found and CEO at Navirum

For Advisors, Succession Isn’t An Event - It’s a Strategy

I've worked with thousands of Financial Advisors and their firms across North America, and succession planning consistently stands out as the most important - and most difficult - initiative they face. Not because of markets or products, but because it’s about legacy, clients, and the business built over decades. Yet, 60% of Financial Advisors in ...

/wealth /retail Trends in Financial Services

Sanju Biswas

Sanju Biswas Marketing Head at Abhiloans

Top 10 AI Courses to Boost Your Career in 2025

Artificial Intelligence is no longer a niche skill. It is the hub of innovation in the modern world, reshaping the sectors of finance, healthcare, marketing, and production. By 2025, the need to know AI knowledge will have increased tremendously, and this is one of the skills that you will find valuable to include in your resume. By 2025, the need...

Artificial Intelligence

Onkar Chachad

Onkar Chachad Product Specialist at Veefin

e-Mandate Registration and Processing in India | Setting a Global Benchmark

In India's rapidly digitizing payments ecosystem, the National Payments Corporation of India (NPCI) has revolutionized the way businesses and consumers handle recurring payments with the introduction of electronic mandates (e-mandates) through the National Automated Clearing House (NACH). NPCI’s mandate registration and processing platform enables...

/payments

Sireesh Patnaik

Sireesh Patnaik Chief Product and Technology Officer (CPTO) at Pennant Technologies

Building an Enterprise-Grade Agentic Framework for Financial Institutions

Agentic AI is generating enormous attention but also skepticism. Gartner predicts that over 40% of agentic AI projects will be cancelled by 2027 due to costs, unclear ROI, and inadequate risk controls. Many initiatives today are still hype-driven pilots, with only a fraction showing true enterprise value. And yet, the long-term potential is undeni...

/ai Banking and Lending Solutions

Daniel Tan 🔥

Daniel Tan 🔥 Founder at FindTheLoan.com

Can Financial Inclusion Exist Without Regulations?

Access to credit is more than a financial service—it’s an engine for growth. It helps SMEs expand, create jobs, and fund innovation. But in Southeast Asia, where millions remain underbanked or underserved, “access” without transparency can quickly become exploitation. From ex-head of bank doing fake reviews to misused “as featured as" we

/inclusion /crime Financial Inclusion

Paul Shumsky

Paul Shumsky CEO & Founder at @Finpace.tech

MCP as the Foundation for Secure and Agile Banking Partnerships

Banks today face a persistent dilemma. On one hand, they must adapt to the market conditions quickly integrating new partners, responding to evolving regulations, and launching products faster than before. On the other, every integration risks exposing the most sensitive parts of their infrastructure. Too often, the result is delay, added cost, or...

/ai /security Banking Architecture

Sharon Tan

Sharon Tan Head of Marketing - APJ at Oracle Financial Services

Context Meets Code: The New Rules of B2B Marketing in an AI-First World (Part 1)

AI of today is seen as an engine for growth and transformation – seemingly a silver bullet to redefine business in a gamut of areas including financial performance, cost reduction, customer satisfaction, operational efficiency, employee engagement and development. Yet the question remains, where can AI really move the needle where businesses can se...

/ai Marketing in Financial Services

Joseph Ibitola

Joseph Ibitola Head of Demand Generation at Flagright

Mandatory SEPA Instant Payments: From Lost Interest to a Real-Time Compliance Crunch

European banks are bracing for a hit to their interest income as instant payments become mandatory across the EU. Under the new SEPA Instant Payments regulation, banks must process euro transfers within 10 seconds and operate 24/7/365. This means they can no longer rely on the traditional practice of holding customer funds overnight or over weeken...

/payments /regulation SEPA and European Payments

Paul Quickenden

Paul Quickenden Chief Commercial Officer at Easy Crypto

From locked-out to let in: tokenisation’s promise for everyday investors

Young people in particular have increasingly been told the same story over the past five years with escalating insistence: property is out of reach, the ladder is being pulled up and ownership is a dream slipping further away. But what if there was a mechanism that could flip that script entirely on its head? Earlier this year in Dubai, a tokenise...

/regulation /inclusion

Ben O'Brien

Ben O'Brien Managing Director at Jaywing

What the latest Cifas Fraudscape update tells us

The latest Fraudscape 2025 six-month update from Cifas provides a detailed snapshot of how financial crime continues to shift in the UK. The latest figures show fraud remains a growing challenge, with over 217,000 cases recorded in the first half of the year – the highest number ever filed with the National Fraud Database and a 1% increase on the s...

/crime

Now Hiring