Category: Case Studies

  • Open Banking: The Revolutionary Tool in Wealth Management – A Detailed Case Study

    Open Banking: The Revolutionary Tool in Wealth Management – A Detailed Case Study

    Wealth management often takes a holistic approach. To meet the complex needs of a client, a broad range of services—such as investment advice, estate planning, accounting, retirement, and tax services—may be provided What You Will Learn from This Blog: ✓ Introduction to Open Banking in Wealth Management ✓ Revolutionizing Wealth Management ✓ Case Study: Sarwa and Lean Partnership ✓…

  • Open Banking’s Impact on Utility Bill Payments: Eon & United Utilities’ Trials

    Open Banking’s Impact on Utility Bill Payments: Eon & United Utilities’ Trials

     Open banking allows for financial data to be shared between banks and third-party service providers through the use of application programming interfaces (APIs) What You Will Learn from This Blog ✓ Introduction to open banking and its role in financial data sharing. ✓ Case study insights from Eon and United Utilities’ open banking trials. ✓ Key objectives: debt management, personalized…