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FinTech Persona

Macro FinTech

Navigate regulatory complexity. Get high-level analysis of policy shifts, market consolidation, and industry transformation—strategic intelligence for strategic decisions.

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Who This Is For

Bank executives tracking fintech disruption
Policy analysts monitoring regulatory changes
Institutional investors evaluating fintech exposure
Management consultants advising financial services
Corporate strategists planning digital transformation
Regulators understanding market developments

What Your Briefings Cover

Regulatory Developments

Banking regulations, open banking mandates, and compliance requirements. What's changing and when.

M&A Activity

Acquisitions, partnerships, and market consolidation. Who's buying, who's selling, and why.

Industry Transformation

Open banking, embedded finance, and digital transformation. How the industry is evolving.

Market Analysis

Market sizing, growth projections, and competitive dynamics. The data behind the trends.

Sample Briefing Excerpt

Macro FinTech • Dec 2024

"CFPB's Open Banking Rule: What It Means for Banks and Fintechs"

The CFPB's final rule on personal financial data rights (Section 1033) is the most significant regulatory development in US fintech since Dodd-Frank. Here's what it means:

For banks: Must provide consumer-permissioned data access to third parties via standardized APIs by 2026 (large banks) or 2027 (smaller institutions). Screen scraping will be prohibited, forcing investment in API infrastructure.

For fintechs: Legitimate data access becomes a right, not a privilege negotiated bank-by-bank. However, fintechs must now meet data security and privacy requirements, and can only access data "reasonably necessary" for the service provided.

Strategic implications:

  • Data aggregators (Plaid, Yodlee) face both opportunity and threat
  • Banks may compete on data access quality as a differentiator
  • New category of "data intermediaries" likely to emerge

Timeline: Final rule effective April 2024, with compliance deadlines staggered by institution size through 2027.

See the Big Picture

Strategic intelligence for navigating fintech's regulatory and competitive landscape.

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