Insights

Our subject matter experts provide insights on a broad range of topics, including regulatory compliance updates, the impact of emerging technologies, transaction considerations, and more, helping you stay ahead in an evolving business landscape.

Banking & Financial, Banking Technology, Core Modernization, Data Governance, Digital Transformation, Technology Enablement

Reimagining Resilience: Strategic Tech Investment and Core Modernization in Banking

As banks and credit unions navigate 2025, operational resilience has become a competitive advantage. Two priorities—aligning tech investments with strategy and modernizing core banking systems—are driving agility, innovation and growth. By shifting budgets toward transformation, embracing cloud-native architectures and strengthening governance, financial institutions can future-proof operations and deliver better customer experiences.

Acquisition Integration, IPO, Key Success Factors, Private Equity Services

Private Equity Consolidation Strategies: Key Success Factors

Private equity firms often unlock value by consolidating fragmented markets—integrating smaller players into unified platforms with greater scale, efficiency, and market power. But success takes more than acquisitions. From market selection to integration, growth investment, customer focus, and exit planning, six key factors can help transform multiple small businesses into a high-performing, valuable enterprise.

Anti-Money Laundering (AML), Banking & Financial, BSA, CFT, Financial Crimes, Regulatory Compliance, Risk & Regulatory Compliance

Financial Institutions Face Heightened Scrutiny Under FEND Off Fentanyl Act

The U.S. Treasury’s FinCEN has taken its first enforcement action under the 2024 FEND Off Fentanyl Act, sanctioning three Mexican banks tied to cartel money laundering. This move raises the stakes for U.S. financial institutions, signaling heightened scrutiny, stricter AML expectations, and urgent compliance upgrades—especially for those with cross-border exposure.

Data Analytics, Data Architecture, Data Leaders, Data Optimization, Data Solutions, Information Management, Knowledge Management

From Information Managers to Data Leaders: Transforming Corporate Knowledge Professionals for the Digital Era

As data volumes grow, the role of corporate knowledge professionals is rapidly evolving. No longer limited to document control, these professionals are becoming digital archivists, data stewards, and AI collaborators—essential to business strategy and resilience. Learn why investing in their upskilling is a smart move for forward-thinking organizations.

Accounting & Finance Operations Support, CFO Advisory, IPO, IPO Readiness, OCFO

Are You IPO Ready? 7 Key Questions for Financial Leaders

As IPO activity heats up, companies considering a public debut must begin preparations well before filing an S-1. From audit-ready financials to talent alignment and internal controls, this article outlines seven critical questions CFOs and financial leaders should ask to ensure IPO readiness and avoid costly delays.

Banking & Financial, Crypto, Cryptocurrency, Financial Crimes, Regulatory Compliance

Crypto Isn’t Just for Big Banks: Why Community and Midsized Institutions Have a Unique Advantage

With the passage of landmark stablecoin legislation, regulatory clarity is finally here, opening the door for small and midsized banks to take the lead in the next wave of digital asset adoption. Once sidelined by uncertainty and compliance hurdles, these institutions now have both the agility and deep customer relationships to move decisively and strategically into the crypto space.