BAI Webinar

7 steps to successful partnering: Essentials for fintechs working with financial institutions

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RECORDED ON: August 26, 2021
TIME: 1:00 - 2:00 PM CT

The upside potential is exciting… but there are important considerations to make a fintech and financial institution collaboration successful. Risk and compliance issues must be addressed, including safely onboarding customers, protecting data, and preventing fraud. Additionally, fintechs must look beyond their technical savvy and understand how their solution addresses business and CX needs.

Knowledgeable fintechs can help their financial institution partners by prompting them to consider how the new solution will affect their staffing and business processes. They can also assist with employee training as needed and present a path to success, such as a 7-step partnering plan.

Join us for this complimentary BAI webinar for insights into how you, as a fintech, can prepare for successful partnering with a financial institution.

Key takeaways for successful partnering include:

  • Answering key questions about your partner’s business needs
  • Helping the financial institution prepare for partnering with you
  • Identifying and planning to address compliance risks
  • Implementing 7 steps to successful partnering


Steven Ramirez
Beyond the Arc

In addition to heading Beyond the Arc, Steven is a strategic advisor with over twenty years of experience working with technology, fintech, and financial services companies. His expertise focuses on developing data-driven strategies to strengthen customer experience, marketing and operations.

Steven also leads Beyond the Arc’s practice in data science and machine learning. He advises clients on how to deploy advanced data and analytics technology to make better decisions. Under Steven’s leadership, Beyond the Arc was recognized by CIO Review as one of the 100 Most Promising Big Data Solution Providers 2017 and by Clutch as #1 among Top 15 Big Data Analytics Companies in San Francisco.