Bank-Fintech Partnerships Update, Importance of SOC Reporting, and Data Management for Enabling AI

Location: Webinar
Start date:

10/29/2024 1:00 PM Eastern

End date:

10/29/2024 2:30 PM Eastern

Services: Audit, Consulting
Industries: Fintech, Banking

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Key trends in fintech

Event details

In this installment of our “Future of Fintech” webinar series, we’ll discuss specific developments that many companies in this space will need to address in the years ahead, including:

Regulatory trends and patterns

Fintechs are receiving more attention from regulators. We’ll dive into key regulatory trends in fintech, as well as bank-fintech partnerships. We’ll also share what we’re seeing across the industry and what 2025 might have in store.

SOC reporting

System and Organization Controls (SOC) reports are critical for fintechs and bank-fintech partnerships as they build trust with customers and stakeholders by demonstrating security and governance. We’ll cover the common SOC report options and explore how these third-party attestation reports offer independent assurance over controls related to financial transactions, system security, data governance, and sensitive data processes.

AI

AI is getting a great deal of attention in the market, and it’s more accessible than ever for businesses and individuals. But does it live up to the hype? Discover the benefits AI can bring to your organization by combining it with your data – and what it means to be AI data readiness.

Learning objectives

By attending this session, you should be able to:

  • Assess fintech opportunities and risks in 2025
  • Identify the current state of regulatory environment in fintech and bank-fintech partnerships
  • Describe the various SOC reporting options and the importance and benefits of SOC reports in the marketplace
  • Recognize how AI can benefit your organization’s analytics and evaluate your organization’s AI data readiness.

Who should attend

Executives in the banking, fintech, and financial services industries

Presenters

Clayton Mitchell, Managing Principal, Fintech

Mandi Simpson, Partner, Accounting Advisory & Finance Transformation Leader

Vikas Sharma, Principal, Audit & Assurance

Trent Teister, Consulting

Continuing professional education

Prerequisites: None

Program level: Basic

Advance preparation: None

Delivery method: Webinar (group internet based)

Field of study: Specialized knowledge

This session is recommended for 1.5 hours of CPE credit.

Note: All participants MUST be logged into the webinar INDIVIDUALLY to receive CPE credit. CPE credit will only be granted in the name of the individual logged into the LIVE presentation. Crowe is unable to grant CPE credit for groups viewing the webinar or for viewing on-demand recordings of the webinar.

There is no registration fee for participating in this webinar; therefore, there is no cancellation fee. 

Additional CPE information

Additional information

For additional information, please contact Hannah Schierbeek.

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