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Why Unqualified Advice in Banking and Payments is a Risky Business
In banking and payments, anyone can claim to be an expert - and bad decisions around the movement of money can be very harmful if we dont know what we are doing.
Investment advisors have to have a license because their advice can have serious consequences—if they give bad advice, people can be scammed or lose money.
But in the banking and payment sectors, anyone can claim to be an expert and offer advice without having any kind of qualification or experience. I think it's dangerous.
Time to check WHO gives you advice on your money and WHATS their real interest
Read my article here: https://www.linkedin.com/pulse/why-unqualified-advice-banking-payments-risky-business-soltesz-pmftf/?trackingId=EQzIwgbUbeFX5PP4IqQtwQ%3D%3D
In banking and payments, anyone can claim to be an expert - and bad decisions around the movement of money can be very harmful if we dont know what we are doing.
Investment advisors have to have a license because their advice can have serious consequences—if they give bad advice, people can be scammed or lose money.
But in the banking and payment sectors, anyone can claim to be an expert and offer advice without having any kind of qualification or experience. I think it's dangerous.
Time to check WHO gives you advice on your money and WHATS their real interest
Read my article here: https://www.linkedin.com/pulse/why-unqualified-advice-banking-payments-risky-business-soltesz-pmftf/?trackingId=EQzIwgbUbeFX5PP4IqQtwQ%3D%3D
Why Unqualified Advice in Banking and Payments is a Risky Business
Investment advisors need a license for a reason. Bad investment advice can lead to people losing their money, getting scammed, and facing financial...
2 comments
Jeff D.
Nov 4, 2024 - 9:32AM
Most of the licensed people work for the person that gives them the highest commission which is also risky and often bad investment advice
Payment and Banking Strategy - Why Asking a Few Simple Questions is Not Enough
Many businesses focus too narrowly on payment vendors and miss the bigger picture when crafting a payment and banking strategy.
Asking a few simple questions isn't enough to address the complex risks and compliance challenges and can seriously hurt your business. Superficial frameworks often focus on the fees and ignore critical elements like data security, technology, operational efficiency, leaving businesses exposed to financial losses, reputational damage, and legal risks.
The Soltesz Payment Framework takes a holistic approach, covering all aspects from risk management to operational efficiency, ensuring long-term success and security.
Read my full article here: https://www.linkedin.com/pulse/payment-banking-strategy-why-asking-few-simple-enough-soltesz-v89ne/
Many businesses focus too narrowly on payment vendors and miss the bigger picture when crafting a payment and banking strategy.
Asking a few simple questions isn't enough to address the complex risks and compliance challenges and can seriously hurt your business. Superficial frameworks often focus on the fees and ignore critical elements like data security, technology, operational efficiency, leaving businesses exposed to financial losses, reputational damage, and legal risks.
The Soltesz Payment Framework takes a holistic approach, covering all aspects from risk management to operational efficiency, ensuring long-term success and security.
Read my full article here: https://www.linkedin.com/pulse/payment-banking-strategy-why-asking-few-simple-enough-soltesz-v89ne/
Payment and Banking Strategy - Why Asking a Few Simple Questions is Not Enough
I recently came across various studies and recommendations (here, here, here, here and here, and even here, just to mention a few) which are being ...
Dear Fintech Connector Community,
Digital Assets and Tokenization is transforming the financial industry. But how far are the big banks really in the adoption curve? We dived deep deep into the topic and wrote a research article "Institutional Blockchain Adoption - The Top 30 List of Global Banks on the Forefront", which we will very soon also publish as report.
I can just say it's really impressive and demonstrates that this is a gamechanger for the future of finance and full steam ahead.
https://medium.com/riva-markets/institutional-blockchain-adoption-the-top-30-list-of-global-banks-on-the-forefront-24605fb3a1ed
Digital Assets and Tokenization is transforming the financial industry. But how far are the big banks really in the adoption curve? We dived deep deep into the topic and wrote a research article "Institutional Blockchain Adoption - The Top 30 List of Global Banks on the Forefront", which we will very soon also publish as report.
I can just say it's really impressive and demonstrates that this is a gamechanger for the future of finance and full steam ahead.
https://medium.com/riva-markets/institutional-blockchain-adoption-the-top-30-list-of-global-banks-on-the-forefront-24605fb3a1ed
Institutional Blockchain Adoption — The Top 30 List of Global Banks on the Forefront
How the banking world is getting ready for its biggest transition: Our comprehensive list of the leading global banks projects, initiatives, partne...
Trending Updates
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Master C.
Jan 8, 2023
We are looking for the best of the best from our members to join our Premier Master Enabler Program. Focusing right now on International Expansion and New Market Entry professionals for Europe, Latin America, and the USA. Interested in learning more message Master Connector here or email - masterenabler@fintechconnector.com
Upvoted by Johannes and 11 others
Upvoted by 12
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Master C.
Aug 9, 2022
Meet our FinTech Connector Switzerland Cruise sponsors on September 9th in Zurich.
Lloyd's & Partners (VIP Gold Sponsor) and VISA Europe (Premier Sponsor).
We want to thank Lucas T. Landolt (Lloyd's & Partners), Adrian Burgi (Lloyd's & Partners) and Santosh Ritter (VISA) for your support and we look forward to meeting you in Zurich.
There is still time to RSVP for our premier event of the year - https://www.eventbrite.com/e/fintech-connector-switzerland-networking-lunch-cruise-vip-dinner-registration-239437362597
Thank you Fabian Lehner for organizing this event for our FinTech Connector members and partners.
#FinTechConnector #Switzerland #Zurich #Event
Lloyd's & Partners (VIP Gold Sponsor) and VISA Europe (Premier Sponsor).
We want to thank Lucas T. Landolt (Lloyd's & Partners), Adrian Burgi (Lloyd's & Partners) and Santosh Ritter (VISA) for your support and we look forward to meeting you in Zurich.
There is still time to RSVP for our premier event of the year - https://www.eventbrite.com/e/fintech-connector-switzerland-networking-lunch-cruise-vip-dinner-registration-239437362597
Thank you Fabian Lehner for organizing this event for our FinTech Connector members and partners.
#FinTechConnector #Switzerland #Zurich #Event
Upvoted by Greg and 8 others
Upvoted by 9
5 comments
Master C.
Jun 17, 2022
As the global economic environment is shifting, now more than ever partnering with the right organizations to increase business opportunities, focus on revenue growth, and drive innovation is critically important.
We can help you on your fintech and innovation journey.
Click on the link to learn more and let's jump on a call to discuss your business objective - https://www.fintechconnector.com/organizations
#FinTechConnector #Innovation #Partnerships #BusinessDevelopment
We can help you on your fintech and innovation journey.
Click on the link to learn more and let's jump on a call to discuss your business objective - https://www.fintechconnector.com/organizations
#FinTechConnector #Innovation #Partnerships #BusinessDevelopment
Upvoted by Brian and 4 others
Upvoted by 5
3 comments
Angel L.
Jan 11, 2023
I wrote an article that highlights the opportunities and challenges of digital transformation in banking and covers points on having a well-thought-out plan, organizational culture, and how to get started with partners that have done it already.
Click to read the article - https://www.fintechconnector.com/blog-actual/2023/1/9/innovating-banks-start-with-a-digital-transformation-plan
Sharing with our Financial Service Automators - Vikas Bansal Erik Gillet Darrell Wright Luisa Franco Batu Sat Simon Weifenbach Les Riedl Andy Lin Jenna Chamra Craig Schwartz Robert Lacoursière Michael Montecuollo Jonathan Blessing Christin Nagel Shweta Mahajan Michael Young Martina Rousseau Ridham Modi Trena Blair Jen Gonzalez Carlos M. Mendes
Click to read the article - https://www.fintechconnector.com/blog-actual/2023/1/9/innovating-banks-start-with-a-digital-transformation-plan
Sharing with our Financial Service Automators - Vikas Bansal Erik Gillet Darrell Wright Luisa Franco Batu Sat Simon Weifenbach Les Riedl Andy Lin Jenna Chamra Craig Schwartz Robert Lacoursière Michael Montecuollo Jonathan Blessing Christin Nagel Shweta Mahajan Michael Young Martina Rousseau Ridham Modi Trena Blair Jen Gonzalez Carlos M. Mendes
Upvoted by Ridham and 14 others
Upvoted by 15
3 comments
Stephen W.
Mar 18, 2022
See our recent WealthTech 2022 report for a range of viewpoints and thinking on the main trends for WealthTech in 2021/2022.
https://www.thewealthmosaic.com/vendors/the-wealth-mosaic/news/wealthtech-2022-is-live/
This is one of an expanding number of reports we've created at The Wealth Mosaic on technology in wealth management. Next up is our second ESG report, then our second Blockchain & DLT report, then our first US RIA WealthTech report.
https://www.thewealthmosaic.com/vendors/the-wealth-mosaic/news/wealthtech-2022-is-live/
This is one of an expanding number of reports we've created at The Wealth Mosaic on technology in wealth management. Next up is our second ESG report, then our second Blockchain & DLT report, then our first US RIA WealthTech report.
Upvoted by Diego and 7 others
Upvoted by 8
4 comments
Luisa F.
Mar 7, 2024
Hello Fintech Connector Community! I have a bank client looking for fintechs that are interested in bank sponsorship. If you're in the market for a bank sponsor, please message me.
Upvoted by Stuart and 2 others
Upvoted by 3
6 comments
Angel L.
Apr 17, 2022
Another powerful report from FIS on global payments. This is a 156-report that gives you global payments trends, key insights, and other important ecosystem information.
The payments space continues to evolve with super apps, CBDCs, embedded finance, evolution of real-time payments, banking the unbanked, and more...
Check out the report and use it as a reference guide for what's happening and what's coming in payments.
I want to thank Ahmed Refaie Abdo from DSRPTD in the UAE for sharing it with me.
What are your thoughts? Steven Wasserman, Mario Cohen, Jaroslaw Sarwa, Angel Lorente, Carlos M. Mendes , Fabian Lehner , Elena Kozhemyakina , Jaroslaw Sarwa , Adam Ull , Sefa Bicer , Shafique Ibrahim
#fintechconnector #fintech #financialservices #innovation #payments #CBDC #cryptocurrency
The payments space continues to evolve with super apps, CBDCs, embedded finance, evolution of real-time payments, banking the unbanked, and more...
Check out the report and use it as a reference guide for what's happening and what's coming in payments.
I want to thank Ahmed Refaie Abdo from DSRPTD in the UAE for sharing it with me.
What are your thoughts? Steven Wasserman, Mario Cohen, Jaroslaw Sarwa, Angel Lorente, Carlos M. Mendes , Fabian Lehner , Elena Kozhemyakina , Jaroslaw Sarwa , Adam Ull , Sefa Bicer , Shafique Ibrahim
#fintechconnector #fintech #financialservices #innovation #payments #CBDC #cryptocurrency
Upvoted by Michelle A. and 7 others
Upvoted by 8
5 comments
Master C.
Oct 5, 2022
Great seeing our Mexico Community Partner Sofia Gamboa on El Financiero Factor Fintec speaking with Sergio Loredo about fintech in Mexico.
Watch the interview here - https://www.elfinanciero.com.mx/video/tv/factor-fintech/2022/10/01/entrevista-con-sofia-gamboa-de-fintech-connector-por-sergio-loredo-factor-fintec-4-t4/
NOTE: The interview is in Spanish.
Watch the interview here - https://www.elfinanciero.com.mx/video/tv/factor-fintech/2022/10/01/entrevista-con-sofia-gamboa-de-fintech-connector-por-sergio-loredo-factor-fintec-4-t4/
NOTE: The interview is in Spanish.
Upvoted by Alfonso and 8 others
Upvoted by 9
5 comments
Master C.
May 13, 2022
SWITZERLAND IS CALLING ALL FINTECH CONNECTOR MEMBERS...
Join us in Zurich in September for a networking lunch cruise around Lake Zurich.
RSVP today and meet members from over 10+ countries in one of the most beautiful cities in Europe.
Here is the link - https://www.eventbrite.com/e/fintech-connector-switzerland-networking-lunch-cruise-vip-dinner-registration-239437362597
#FinTechConnector #Community #Zurich #Events
Join us in Zurich in September for a networking lunch cruise around Lake Zurich.
RSVP today and meet members from over 10+ countries in one of the most beautiful cities in Europe.
Here is the link - https://www.eventbrite.com/e/fintech-connector-switzerland-networking-lunch-cruise-vip-dinner-registration-239437362597
#FinTechConnector #Community #Zurich #Events
Upvoted by Victor and 7 others
Upvoted by 8
2 comments
Angel L.
Nov 11, 2022
Great to see how we have come a long way since our Meet Ups at Hurley's in NYC to now travelling the world to connect people, opportunities, and capital. Looking forward to our 2023 FinTech Connector events being announced shortly.
Hope to have many of our members joining us on our Innovation Days, Cruises, and VIP Member Dinners.
Thanks to our Community Partners Fabian Lehner Jaroslaw Sarwa Elena Kozhemyakina Shmuel Ben Tovim Mario Cohen Narayanan Ganapathy Meriem Yacoubi Varsenia Stoyanova Aleksandra Ossowska Alfonso Ballesteros Ryohei Uetani Sofia Gamboa Vikas Bansal Shaul Lifshitz
Hope to have many of our members joining us on our Innovation Days, Cruises, and VIP Member Dinners.
Thanks to our Community Partners Fabian Lehner Jaroslaw Sarwa Elena Kozhemyakina Shmuel Ben Tovim Mario Cohen Narayanan Ganapathy Meriem Yacoubi Varsenia Stoyanova Aleksandra Ossowska Alfonso Ballesteros Ryohei Uetani Sofia Gamboa Vikas Bansal Shaul Lifshitz
Upvoted by Vikas and 12 others
Upvoted by 13
1 comment
