Jay Cherrie and David Milligan had an insightful discussion called: Taming the Boom and Bust Cycle of Lending with Process Automation.

A new report by Marqeta highlighted on Tearsheet shows the evolving landscape of financial services in the digital age. While the pandemic accelerated the adoption of digital banking, traditional banks still play a significant role, leading to the likelihood of a hybrid model for the future of banking.

Embedded Finance is the next 'step change' in financial services - the next evolution of fintech - which will solve more customer needs

If one area of knowledge is possibly as important as sales skills, it’s industry knowledge.  When you know what’s going on in your customer’s industry – the big players, the latest developments, the drivers of revenue, and the industry trends on the executives’ minds you will have better conversations with your customers.

The Embedded Finance trend may have started with payments and raced away with buy-now-pay-later options. However, it can be applied to all financial services products. In this article we cover a few examples from these and other categories of financial services products.

We are entering the next inflection point in financial services, which has the potential to be just as significant over the next decade as the previous rise of fintech. This is the advent of Embedded Finance, in which the digital experiences we have in both our financial lives and our 'non-financial' lives are converging.

In this episode, Gerry talks with Nadav Yur, Head of Business Development and Strategic Partnerships at Rise Up and David Milligan, Innovation360 Gold Partner. Rise Up is a start-up that empowers people to build confidence and to inject a little fun into managing their finances.

In the last article of this series, we look at the final attribute Observability. Everett defined Observability as: “the degree to which the positive impact of an innovation or idea can easily be seen or experienced by others”

We’ve recently published a six-part series offering Insider Tips for Selling Technology to Banks. In case you missed some of them, we’d like to summarize and provide links to all the episodes.

As we reach the end of this series, we explore the penultimate concept of “Trialability” as described by Everett Rogers in his book: Diffusion of innovations.

“Trialability” is defined as: “the degree to which an innovation can be experimented with on a limited basis”

We’ve recently published a six-part series offering Insider Tips for Selling Technology to Banks. In case you missed some of them, we’d like to summarize and provide links to all the episodes.

When considering how easily a new technology/ idea will be adopted, it’s essential to ask:  “Is this new idea/ technology perceived as easy or difficult to understand - and use?” This is the core notion of the concept of Complexity as it relates to Everett’s work.

Banking technology has always been competitive. With over ten thousand fintech startups added to the mix, the competition has become unreal. It is imperative that you can articulate the unique value of your solution, simply, concisely, and compellingly.

This is the second article in our brief series that applies elements of the ‘Diffusion of Innovations’ model by Everett M. Rogers’ to current trends. Here we explain the concept of ‘Compatibility’ of an innovation, and explore it using the example of the metaverse.

In the fourth installment of this series, we talk about the obvious (and not-so-obvious) ways that technology firms (large or small) can convey that they are serious business partners to any financial services client.

Everett Rogers’ seminal work on ‘The Diffusion of Innovation’ is one the foundations of our understanding of innovation. Its core insights are still applicable today, for any organization or leader who wants to know in advance whether their idea will be successful in the market. This article is the first in a brief series applying Rogers’ model to current trends.

Ulysses Partners has entered into an agreement to become a Gold Partner for Innovation 360 Group, focusing on the US financial services and technology markets. Looking forward to this deeper working relationship adding value to many of our clients!

This is the third article in our series, designed to increase the likelihood of success for any technology companies selling to banks - whatever their size.

This is the second in a series of articles that are designed to increase the likelihood of success for technology companies selling to banks (and other financial institutions).

In this Insider Series, we explore the most effective ways of selling technology to banks. The series is written by Graham Seel, and will be released as a series. This first article is an introduction - on how selling to banks changes the traditional sales process