A Blueprint for FinTech Engagement and Onboarding

A Blueprint for FinTech Engagement and Onboarding

IA Engine has published a paper that provides a blueprint for FinTech engagement and onboarding.

This report, published by the IA Engine, analyses the current approach to FinTech engagement and onboarding within the investment management industry and provides a blueprint for investment managers and FinTechs to improve their processes and approach to working with one another.


The paper begins by providing an overview and analysis of the FinTech ecosystem and subsequently splits into two parts:

Part one of the paper provides insights for investment managers, and covers topics such as the changing needs of the end of investor and the need to digitise, the considerations and steps firms can take to benchmark and improve their internal processes for FinTech interaction and onboarding, and thirdly best practice around FinTech scouting and assessing solution suitability.

Part two of the paper provides insights for FinTechs on the steps to prepare and scope procurement and onboarding requirements to help them save time, money and hassle when selling their solution to investment managers. This guide is more than a resource; it is a blueprint for navigating the future of investment management and FinTech innovation.

Click here to view the paper.

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