Why not having the right API strategy is not just a poor business decision, it is a client retention issue for fintechs
The Era Of Walled SaaS Gardens Is Dead Not too long ago, software platforms could live in isolation. They were built as complete waterfall technologies that served specific broad sets of needs for their clientele. Rarely, did these platforms have a need to cross-pollinate or connect with parallel or competing technologies. Then as services fragmented, […]
Why Today’s Modern Advisor Needs Their Online Risk Tolerance Questionnaire To Be Part of an Integrated Fintech Platform
Gone are the days a risk assessment should be conducted on paper or in a spreadsheet. These processes are cumbersome, slow, and prone to inaccuracies. Recognizing these problems, the founders of TIFIN Risk spent over five years creating a tool that integrates with leading broker-dealers and custodians, as well as complimentary fintech partners. We focused […]