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Author: charles

Several folks on LinkedIn asked me if I could shed more light on the section of my blog on middleware selection that discussed Intelligence in the Middle. In this blog, I’ll expand on that concept in more detail including what fintechs can do today to prepare for what’s coming.   Overview The financial services industry is slowly but steadily embracing artificial intelligence (AI) technologies. So far, we’ve seen...

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Middleware is the engine behind every fintech integration strategy. It comes with decisions such as whether to build or buy as well as how to vet middleware vendors and service providers. Making the right decision enables fintechs to scale quickly while getting it wrong puts their business at risk. In this third of a five-part blog series, I’ll share my team’s unique knowledge in this...

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Data mapping is a foundational integration process. For fintechs, getting it right allows them to onboard new customers in a reasonable timeframe while getting it wrong causes delays, frustration, and the risk of churn. In this second of a five-part blog series, I’ll share the data mapping insights and best practices that my colleagues and I developed from delivering numerous successful integration projects, helping fintechs...

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Over the past few years, my colleagues and I have led numerous successful integration projects, helping fintechs connect to their customers' banking cores. We soon learned that fintech integration projects have their own unique set of challenges and that proactively addressing them greatly increases the likelihood of success. Each week, I’ll dig into one of these challenges and share the best practices that my colleagues...

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