Resources

Whitepapers for leaders shaping financial services.

Practical research and frameworks from our advisory practice. Built for banks, credit unions and fintechs investing in payments, open banking, and transformation.

Whitepaper

Guide to the Best Open Finance Platforms

An in-depth analysis of 16 top financial services and open banking platforms, including Plaid, MX, Finicity (Mastercard), Akoya, Envestnet | Yodlee, Tink, Ozone API, Salt Edge, Belvo, Prometeo, Qwist, Yapily, Brankas and Tarabut.

Whitepaper

Driving Value from Open Banking

Open banking is driving banks to extend their reach to existing customers and find new customers, create new experiences, partnerships and ecosystems. This whitepaper covers 15 popular open banking use cases that banks can leverage to gain a competitive edge.

Whitepaper

Winning the Open Banking Race

Proven strategies that successful financial institutions have used to navigate uncertainty, reduce risk and make no-regrets investments to get a head start with open banking and enter the ecosystem economy.