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Perspectives

InFocus: Financial services trends

Understanding the financial services industry

Staying on top of new financial services industry trends, emerging technologies, and changing regulations isn’t easy—it’s not enough to rely on the headlines to understand the complete picture. Our InFocus series takes a deeper dive into the issues that affect financial services organizations and gives you the insights needed to make more informed decisions.

Featured InFocus piece:

Up-C IPOs gaining momentum

Explore Up-C IPOs and how the Up-C structure has become common for IPOs of companies that historically have operated and been taxed as partnerships.

Key takeaways on emerging trends in financial services

New international reporting standards. More investment opportunities. Evolving customer expectations. Emerging technologies becoming mainstream. Today, financial services organizations are feeling the effect of forces both within and outside the industry. Whether you’re interested in learning more about the reasoning behind a new reporting requirement, the impact of social trends, or how digital technologies are reinventing the marketplace, our InFocus reports provide a valuable, thought-provoking resource.

Banking and capital markets

Trends in millennials’ banking

InFocus: New job, new journey: What do millennials want from banks?

Millennial financial needs are rarely about products; rather, they are often a function of four dimensions: money mental models, jobs people need to get done, moments of financial pressure, and life events. A bank’s steps to improve millennial customer engagement should focus on experiences that meet millennials where they are, across those dimensions.

Find out more about how banks can better understand the financial needs of newly employed millennials.

Payments trends 2020

InFocus: Strategies to prepare for the future of payments

In the year ahead, Deloitte predicts that payments companies will be making “big bets” on modernization, cloud computing, mergers and acquisitions (M&A), and collaboration with other industry players.

Explore the five payments trends that will be driving change, presenting challenges, and creating opportunities.

A tax lens on the proliferation of digital assets

InFocus: Small details have a big impact

An exciting dynamic is being created by the rapid proliferation of digital assets across geographies and industries, from tokens to stablecoins to digital representations and derivatives of each. However, there’s little tax guidance available for businesses, so understanding the details around each digital asset is critical. Asking “What's the thing?” is key to understanding how specific details inform the asset’s character, basis tracking, application of indirect tax, revenue and expense recognition, and sourcing.

Learn how to apply a tax lens to digital assets.

bcm

Trends in millennials’ banking

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Payments trends 2020

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A tax lens on the proliferation of digital assets

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Insurance

Insurance industry drone use is flying higher and farther

InFocus: Potential applications span pre- and post-loss insurance value chain

Insurance is among the industries already deploying and expanding the potential of commercial drones, eyeing two strategic objectives: better risk management through improved data collection and reduced operational costs through improved efficiency and effectiveness related to claims.

Find out more about how drone deployment is rapidly expanding and evolving as current and potential applications span the insurance value chain.

Insurance regulation and technology

InFocus: Optimizing digital transformation in the insurance industry

While new insurance technology (InsurTech) and regulatory technology (RegTech) present risks and challenges for insurers, they are also enabling transformative shifts that signal a sea change in insurance compliance. Using RegTech to automate processes, compliance professionals can respond more effectively to changing regulatory demands, focus on higher-order activities, and become more valuable business partners and advisers.

Learn how to put RegTech to work for insurers.

Insurance

Insurance industry drone use is flying higher and farther

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Insurance regulation and technology

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Investment management

Alternative data adoption in investing and finance

InFocus: Collective intelligence investing creates new rewards and risks

Alternative data from sources like social media, news feeds, and payments information could bring end-to-end benefits to investment management (IM). But do the benefits outweigh the risks?

Discover the key considerations and opportunities for IM firms.

Opportunity rises for business development companies

InFocus: Regulatory proposals impact the BDC market

Three recent proposals from the US Securities and Exchange Commission (SEC) could change the private credit landscape. These proposals are designed to streamline and enhance the regulatory framework for business development companies (BDCs) and add definitions to existing investment company-specific rules. With changes in BDC regulations on the horizon, firms that manage BDCs should prepare for increasing demand from private investors.

Learn more about what’s driving the new SEC rules.

Understanding the new GIPS®­ 2020 standards

InFocus: A guide to global investment performance standards

The 2020 global investment performance standards (GIPS 2020) were released by the CFA Institute on June 28, 2019, with an effective date of January 1, 2020, replacing the existing GIPS 2010 standards. Investment management (IM) organizations should be aware of key changes, especially in the alternatives and pooled fund space.

Learn more about the new GIPS 2020 standards and explore how compliance helps IM firms meet investor expectations and compete for global assets.

Up-C IPOs gaining momentum

InFocus: Benefits and complexities of an Up-C structure

Explore Up-C IPOs and how the Up-C structure has become common for IPOs of companies that historically have operated and been taxed as partnerships.

Learn more about Up-C IPOs.

Investment Management

Alternative data adoption in investing and finance

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Opportunity rises for business development companies

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Understanding the new GIPS®­ 2020 standards

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Up-C IPOs gaining momentum

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Real estate

uSell, iBuy

InFocus: iBuyer programs offer consumer convenience and drive homebuilder sales

Our new report explores how consumers and builders benefit from iBuyer real estate technology, which makes it simpler to sell and buy homes.

Real Estate

uSell, iBuy

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