Hi there — here are a few resources you can skim quickly and share with your team.

Fraud is on the Rise: AI-Powered Security Solutions for Financial Services

AI-powered fraud attempts have jumped 21% year-over-year, creating unprecedented challenges for financial services organizations. This report reveals how institutions are responding with advanced defense strategies and what consumers expect from modern fraud protection.

The Connected Platform for Investment Reporting

Workiva's cloud platform connects data, teams, and processes across investment funds to eliminate manual work and support faster reporting turnarounds. The solution enables real-time collaboration while managing prospectuses, SEC submissions, and financial statements with built-in compliance features and professional support services.

The Finance Manager's AI Approval Playbook

Finance leaders need AI solutions but lack clear implementation frameworks, with only 15% feeling prepared despite 87% calling it a priority. This playbook provides a 5-step methodology for launching pilot AI projects in weeks, not months, focusing on surgical interventions like invoice processing that can deliver measurable ROI quickly. The framework emphasizes iterative, low-risk pilots over traditional big-bang implementations, enabling finance teams to prove value and expand successful models systematically.

The State of Open Finance 2026

Open finance is transforming financial services competition, with 77% of consumers willing to switch providers for better data transparency and digital experiences. Organizations implementing open finance initiatives report an average 3.3% revenue growth, with three-quarters achieving direct revenue uplift from customer-consented data usage. Companies offering more open finance capabilities consistently outperform competitors across key performance indicators, indicating significant opportunities for growth and competitive advantage.