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Steve Morgan

Steve Morgan Banking Industry Market Lead at Pegasystems

AI code generation – what do banks need to know and beware?

In the ever-evolving landscape of financial technology, artificial intelligence (AI) has emerged as a largely transformative force. As banks seek to innovate and improve efficiency, AI-driven code generation represents one of the most promising advancements. However, whilst this technology offers significant opportunities, it also introduces new c...

/ai /retail Artificial Intelligence

Steve Morgan

Steve Morgan Banking Industry Market Lead at Pegasystems

Open banking: Where next for the UK following the King’s Speech?

In 2017, the UK introduced open banking, a concept born from an initiative by the Competition and Markets Authority (CMA) aimed at improving retail banking. The CMA required the nine largest retail banks in the country to open up customer data sharing through secure data portals. As of September 2024, this initiative achieved a significant milesto...

/payments /retail Open Banking

Steve Morgan

Steve Morgan Banking Industry Market Lead at Pegasystems

Why agile processes and technology are essential to revolutionise lending

Agile technology can help financial services organisations streamline backend operations and quickly adapt to market changes, which all works to improve customer experiences. But how can this technology help banks pivot to compete on lending? Streamlining backend operations First and foremost, financial institutions must audit their backend operat...

/payments /retail Banking Strategy, Digital and Transformation

Steve Morgan

Steve Morgan Banking Industry Market Lead at Pegasystems

The Criticality of Maintaining Data Quality Amid Cloud Migration and Digital Transformation

In today’s rapidly evolving financial landscape, cloud migration and the integration of advanced digital technologies are reshaping how banks operate. For example, many banks are moving their banking systems to cloud-based platforms and adopting technologies like machine learning and artificial intelligence (AI) to enhance customer service and str...

/ai /cloud Artificial Intelligence

Steve Morgan

Steve Morgan Banking Industry Market Lead at Pegasystems

Consumer Duty’s first anniversary – reflections and the road ahead

A year ago, the Financial Conduct Authority (FCA) introduced the Consumer Duty standards, a set of rules which aimed to improve and increase consumer protection for the financial sector. These required banks and other financial services firms to prioritise their customers and offer them products and services with transparency and fairness. Failure...

/regulation Financial Services Regulation

Steve Morgan

Steve Morgan Banking Industry Market Lead at Pegasystems

Creating operational efficiency for banks through process mining

Process mining is not a new phenomenon as financial services institutions have typically done some level of this when they are looking at ways to transform their sales and service operations and create efficiencies. But there is still some untapped potential here for banks and other financial services institutions. Starting with understanding wha...

/payments Banking Strategy, Digital and Transformation

Steve Morgan

Steve Morgan Banking Industry Market Lead at Pegasystems

Renewed sanction lists add complexities into the banks’ KYC process – can technology support?

The invasion of Ukraine passed its second anniversary recently and with that, sanctions have been revised and updated against groups or individuals linked to Russia and its allies. For example, the UK government added 50 new sanctions while the US continuously reviews and expands its own lists. Now the Biden administration is suggesting that finan...

/payments Banking Strategy, Digital and Transformation

Steve Morgan

Steve Morgan Banking Industry Market Lead at Pegasystems

Filling the customer service gap with the latest AI

Personalised offers for products and services and timely advice for financial and wealth management, especially with the cost-of-living crisis, are all examples of banks offering tailored services to their customers. Traditionally, financial institutions have delivered this level of service through face-to-face interactions in physical bank branch...

/ai /people Artificial Intelligence and Financial Services

Steve Morgan

Steve Morgan Banking Industry Market Lead at Pegasystems

What Australia taught me about innovations in fintech and banking

While I did not go there to work in a bank, I ended up in senior operations and change leadership roles for the lending business of ANZ, one of Australia’s biggest banks, for nine years. What I experienced there has informed how I see technology enabling transformation and left me considering how Australian banks absorb technology can offer lesson...

/retail /markets Banking Strategy, Digital and Transformation

Steve Morgan

Steve Morgan Banking Industry Market Lead at Pegasystems

How is the EU AI Act Going to Affect Banks’ AI Adoption Ambitions?

As we steam ahead into 2024, while banks experiment with generative AI, they also need to be aware of how regulators will scrutinise how they use AI. Of specific concern is how the impact of the EU’s AI Act on banks’ AI ambitions will become much clearer over the coming months. The EU AI Act, which will become enforceable during 2025, is the wor...

/regulation Artificial Intelligence and Financial Services

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