Blog: Best Practices

Best Practices

  • Intelliflo's Personal Finance Portal

    Intelliflo’s Personal Finance Portal Enables Holistic Financial Planning

    By on May 23, 2016

    As I speak with experts about the state of global digital wealth management, I’m struck by the similarities between the UK and the US, specifically in how financial information is shared and used for holistic financial planning.

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  • Fintech Startup Success

    Five Ways to Minimize Risk for Fintech Startup Success

    By on May 18, 2016

    The global financial system is a highly complex network governed by numerous regulatory agencies, at several levels of government, which enforces a large, and evolving set of rules. At the most basic level, the purpose of regulations is to protect the trust of market participants. They need to be assured that they won’t unwittingly lose their assets (e.g. money, securities, […]

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  • Money20/20 Europe

    4 Key Takeaways from Money20/20 Europe in Copenhagen

    By on April 28, 2016

    Recently I attended Money20/20 Europe – the world’s largest fintech conference held in Copenhagen, Denmark. While I talked with several attendees from financial institutions and fintech innovators, I noticed some common themes from our different conversations. They’re the same conversations we’re having across Europe with banks and technology companies, and it shows that everyone is talking about similar topics. 1. […]

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  • Secure Financial App

    How to Build a Secure Financial App

    By on July 14, 2015

    Working in fintech requires awareness of the compliance and security obligations inherent with handling financial data. Picking the right partner can help you to meet these obligations while reducing the amount of time and resources you’ll spend implementing them. App developers need to be in full security compliance, and demonstrate that when audited by their financial institutions. By starting the […]

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