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Customer Intimacy in Financial Services: Building Genuine Connections in Banking

  " It’s all about the customer. " This famous Jeff Bezos quote still holds true today and perhaps nowhere more than in financial services. In an era dominated by digital transformation, personalization features, and customer data strategies, something crucial is being lost:   the human touch . This evolution pushes the traditional term of   customer centricity   towards deeper notions like   customer intimacy   or even   customer obsession . Ultimately, these concepts all point to the same goal: putting your customer at the centre, listening actively, and making them feel truly special. While most financial institutions claim to be “customer-centric,” many customers still feel abandoned. Why? Because true customer intimacy goes far beyond personalization tokens or sleek mobile interfaces. It’s about genuinely understanding your customer’s context, emotions, and needs, and offering the right support at the right time. Customer intimacy is not just a bu...
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Designing for Failure: Building Operational Resilience in the Digital Payments Era

  In today's rapidly evolving financial landscape, the digitization of payment systems has become a cornerstone of global economic activity. As digital payment volumes soar and transaction complexity rises, with more initiation channels and diverse payment rails, the need for operational resilience is more critical than ever. Ensuring transparency, reliability, and robustness in payment operations is no longer just a regulatory mandate; it’s a foundational requirement to maintain consumer trust and safeguard economic stability. The Criticality of Digital Payment Systems Digital payment systems are essential to the seamless operation of both national and global economies. Disruptions in these systems can trigger cascading effects, impacting businesses, consumers, and financial institutions alike. Recent incidents highlight the vulnerabilities within payment infrastructures. For example, on February 28, 2025, the European Central Bank’s TARGET payment system experienced a signi...

The Great Convergence: When Banks Build Like Fintechs and Fintechs Scale Like Banks

  The rise of   embedded banking and digital ecosystems  has reshaped the financial services landscape. While the concept of collaborating with specialist partners is widely celebrated, in practice, these partnerships often serve a tactical role, bridging product or capability gaps and accelerating time-to-market, rather than reflecting a long-term strategic vision. Many incumbent banks have followed a predictable pattern: they start by partnering with fintech specialists to test new offerings, and once the value is proven, they acquire these companies to fully integrate their capabilities. Others choose to build these services internally. As a result, today’s incumbents are increasingly offering solutions that were once exclusive to fintechs, e.g. Buy Now Pay Later (BNPL) services, acquiring and issuing services, Banking-as-a-Service (BaaS), even stablecoins. At the same time, a reverse trend is unfolding. Fintechs that launched with a narrow, specialized focus are stead...

Designing for Failure: The Architecture of Financial Resilience

  We have become virtually " zero tolerant " for digital failures. Customers expect seamless,   24/7 always-on services , regardless of maintenance windows (like backups or software upgrades), peak loads, or even disasters. For   financial institutions , the stakes are even higher: downtime doesn’t just disrupt transactions. It erodes trust, breaches compliance, and damages reputation. Achieving near-zero downtime has become a non-negotiable requirement, driving IT teams to implement increasingly sophisticated strategies to ensure availability, protect data integrity, and reduce recovery times. At the same time,   regulatory frameworks   like DORA (Digital Operational Resilience Act) in the EU, the Operational Resilience Framework (CP29/19) in the UK or the Hong Kong Supervisory Policy Manual OR-2, now mandate digital resilience in the financial sector. Compliance is not just about avoiding penalties, it’s about securing trust and ensuring operational continuity...