Day 2: The Role of Technology in Continuous Improvement

The FCA’s new Consumer Duty regulation has had a profound impact on the financial services market since it’s go-live in July-23. Valentia Partners takes a look at some of the challenges firms have faced since Day 1, what is required to implement effective monitoring and reporting processes, and how firms can future-proof procedures to ensure they act in the interests of their consumers in the future.

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Review of Sustainability Regulations

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Valentia Partners takes a closer look at recent sustainability requirements that may have implications for Financial Services businesses and their clients. On the 28th of November 2023, the UK Financial Conduct Authority (FCA) published the Sustainability Disclosure Requirements (SDR). This policy aims to address risks of ‘greenwashing’ and enhance transparency across sustainable investments.

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Crypto Pathfinding

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Entry Strategies for Traditional Firms.

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Emerging Applications of DLT in Financial Services

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Three tokenization solutions attracting investment.

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Preparing for Market in Crypto Assets (MiCA)

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Approaching the Consultation Packages.

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Signposting Digital Asset Adoption

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Six indicators that signal the direction of digital asset adoption.

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Harness ESG as a Catalyst for Greater Operating Model Sustainability

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Environment, Social and Governance are a sometimes-uncomfortable juxtaposition of ideas. Collectively they speak to sustainability and catalyse change across the operating models of Financial Services business. Here we discuss how to engage, prioritise and deliver ESG-inspired change in Financial Services.

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Innovating The Customer Journey Around ESG

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Financial Services customers will each have their own ideas as to how ESG should be factored into the service they receive. Standard customer journeys cannot accommodate this. We address what needs to change.

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Harnessing the potential of ESG data

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ESG is an industry changing opportunity to embrace sustainability and access new, long-term value pools. It’s also an enormous challenge for Data and Analytics capabilities.

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UK SDR – Marking Boundaries for “Sustainable” Finance

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Upcoming UK ESG regulation may be the most important shift yet for authentically sustainable finance.

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ESG as a risk management framework for secured lending

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The combined effects of climate change, socio-economic change, and the shift towards a more credit driven economy expose lenders to greater and more diverse risks than ever before. ‘ESG’ provides a framework that enables sustainability analysis.

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Markets in Crypto Assets

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Preparing for the landmark EU regulation.

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Financial Services Regulation Changes and Trends

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Financial Services Regulation Changes and Trends – 2023 and Beyond

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4 strategic priorities to enable the workplace of the future

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Valentia Partners on LinkedIn: Rethinking how we create and inhabit space in a digitally-connected world.

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Banking - 3 focus areas to respond to the fintech revolution

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Valentia Partners on LinkedIn: As a firm much of our work is with large establishing Financial institutions, but we have also worked with, and been involved building, Fintechs and Neobanks.

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Banking priorities in 2021: Cost Cutting

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Valentia Partners on LinkedIn: As Covid 19, Brexit and low interest rates continue to cast a shadow over economic prospects, one of the common themes across many of Valentia’s financial services clients in the last quarter of this year is how to cut costs in 2021 without cutting service.

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Capital markets and green financing

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The global move towards more sustainable business and “greener” economies is undeniable. Governments and businesses are adapting their strategies to integrate sustainable principles into their policies and models. In the finance industry, concepts such as “green finance” have highlighted the importance of a sustainable financial system and its crucial role for the planet’s sustainable development.

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Crypto exchanges and regulation - a hinderance or an opportunity?

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With regulation beginning to encompass cryptocurrency and crypto exchanges we look at the doors that are opening as well as closing within this marketplace.

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Digital and the next normal - 3 focus areas to lead the charge

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Valentia Partners on LinkedIn: Every financial services institution I talk to is anticipating digital-first as the the new normal following the pandemic.

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Don’t Call Me ‘Crypto’

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Immutability, transparency, and security in Bitcoin and Proof of Work consensus.

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Go to work to play, and other thoughts for a post-COVID mentality

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Valentia Partners on LinkedIn: Here are some musings from the past year and a few thoughts to take into this one.

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Mortgages for first time buyers

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Recognising the potential of inter-connected systems and data sharing, how can we re-imagine the process for first time buyers and where do Banks fit in?

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Pandemics Stress Banks ... and Regulators

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Valentia Partners on LinkedIn: Nearly 10 years ago, during the height of the last financial crisis, Valentia staff were working on capital adequacy with a subsidiary of a very large European bank.

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Popularity vs Profitability – 3 challenger bank trends for 2021

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Valentia Partners on LinkedIn: Challenger Banks proliferate, with digital-only challengers (or Neobanks) attracting huge numbers of customers through low-cost innovative features, whilst simultaneously struggling to turn those numbers into profits.

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Tick-Tock, Next Block

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Immutability, transparency, and security in Bitcoin and Proof of Work consensus.

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Transformation Experiences - Valentia vs. McKinsey Survey

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Valentia Partners on LinkedIn: At Valentia, we spend all our time helping to transform our banking and fintech clients’ businesses. So, when McKinsey published a technology transformation survey on 11th March, we read it with interest.

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Thought Leadership

4 strategic priorities to enable the workplace of the future

Valentia Partners on LinkedIn: Rethinking how we create and inhabit space in a digitally-connected world.

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Financial Services Regulation Changes and Trends

Banking - 3 focus areas to respond to the fintech revolution