Partnerships & Ecosystem
·
A Blueprint for FinTech Engagement and Onboarding in Investment Management
A practical blueprint for investment managers: how to streamline fintech engagement, shorten onboarding and integrate new solutions without adding operational risk.
About this report
A practical blueprint for investment managers: how to streamline fintech engagement, shorten onboarding, and integrate new solutions without adding operational risk.
Packed with expert insights and practical steps, it covers how to optimise client onboarding and adopt new fintech capabilities while keeping process and governance intact.
What’s inside
A dual perspective: engagement and scouting for investment managers, procurement and onboarding for fintech firms
How to choose an operating model and engagement model to extend capabilities, and where each one fits
A framework for scouting fintechs and judging solution suitability, with practical tips for structuring evaluations
Appendices covering fintech due-diligence requirements and an example organisational maturity assessment
Published
Format
Pages
45
Get the full report
Add your details and the report opens as soon as you submit.
We’ll only use these details to send you the report and occasional related research. No spam.
Look inside
A preview of pages from the report.
More reports
Enterprise Technology
2026 Enterprise Technology State of Play
How enterprise technology delivery is actually changing: where investment is accelerating, why traditional POCs still stall, and how leading institutions are building infrastructure to scale innovation safely and repeatedly.
Open report →
Industry Insights
The State of Fintech
Qualitative and quantitative research from the NayaOne marketplace on where fintech providers can lead in investment management, building on IA Engine’s earlier call for deeper collaboration.
With IA Engine
Open report →
Industry Insights
2024: The Year in Review
Shifting market conditions, evolving regulation and the innovations that defined fintech in 2024, with the trends carried into the year ahead.
Open report →