report July 23, 2026 Digital Assets, Analog Infrastructure: The Trust Accounting Gap Trust departments at regional and community banks are receiving digital asset estates—Bitcoin, Ethereum, staked tokens—faster than their systems can handle. William Trout | Gregory O'Gara |
report July 22, 2026 What We’re Hearing, Q2 2026: Property and Casualty P&C insurers are navigating a market in transition. Steven Kaye | Subhasis Mukherjee |
report July 21, 2026 Governance of Business User-Built AI Agents Business units at insurance carriers are building and deploying AI agents. Jack Krantz |
report July 16, 2026 Building an AI Governance Model That Doesn’t Slow You Down Business units at insurance carriers are building and deploying AI agents. Caitlin Simmons | Jack Krantz | Mitch Wein |
report July 15, 2026 What We’re Hearing, Q2 2026: Life/Annuity/Benefits Insurers Laurel Jordan | Steven Kaye |
report July 14, 2026 Individual Life Market Challenges in 2026 Even as term life sales are anticipated to reach record highs in 2026, market penetration continues to be a challenge, and growth is expected to be modest. Laurel Jordan | Steven Kaye |
report July 8, 2026 Selecting a Payment Hub: A Guide for Community Banks and Credit Unions Payment hubs, once built for large institutions, are now viable for community banks and credit unions. Robin LoGiudice |
report July 7, 2026 Recurring Problem: Subscription Controls Are a Card Issuer Imperative Subscription controls are a card-issuer imperative. Recurring subscriptions number 11.5 per household, and each is a liability waiting to become a dispute. David Shipper |
report July 7, 2026 AI Implementations in 2026: The Pilot Phase Is Over for Property and Casualty Carriers The North American property and casualty insurance industry is at a critical juncture in its artificial intelligence journey. Jack Krantz |
report July 2, 2026 P&C Rating Systems Market Navigator Report Competitive conditions have insurers evaluating their entire delivery life cycle for speed and efficiency gains. Mitch Wein | Subhasis Mukherjee | Meredith Barnes-Cook | Deepti Saxena | Steven Kaye |
report July 1, 2026 Revitalizing Organic Growth: Building Referral Infrastructure for Bank Wealth Management Gregory O'Gara |
report June 30, 2026 The Virtual Ledger Maturity Framework: A New Architecture of Banking Virtual account adoption is accelerating rapidly, signaling a broader infrastructural shift. Enrico Camerinelli |
assets-library June 26, 2026 RFP Library: Fraud and Anti-Money Laundering LIBRARY RFP Library: Fraud and Anti-Money Laundering The Library provides RFPs containing foundational questions that enable fraud and AML teams to capture the capabilities, integrations, workflows, and differentiators that define today’s vendor landscape. The format gives these teams a structured, confidence-building starting point to evaluate partners, align internal stakeholders, and accelerate complex purchasing decisions. How […]
assets-library June 25, 2026 RFP Library: Wealth Management LIBRARY RFP Library: Wealth Management The RFP Library helps wealth management teams evaluate the platforms that power your operations, from trust accounting and portfolio management to alternative investment automation and enterprise CRM. The question sets surface what matters most for each vendor evaluation. This includes assessing platforms on what drives advisor productivity and client outcomes and understanding what each platform delivers to make informed decisions. This Library […]
report June 25, 2026 Retail Banking & Payments Fintech Spotlight: Q2 2026 Card issuers spend roughly US$100 billion a year on rewards programs that have no influence at the moment a consumer chooses which card to use. David Shipper | Ketan Dhade |
