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FinTech Consulting Playbook

A comprehensive guide for North American IT consulting teams to succeed in the financial technology sector. Master the $210 billion opportunity with proven strategies and technical frameworks.

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$210B Market

North American FinTech market size with 25% annual growth rate

34 Chapters

Comprehensive coverage from market dynamics to technical implementation

5,400+ Institutions

Financial institutions across US and Canada ready for digital transformation

What You'll Learn

Market Intelligence

  • Understanding the $500B annual technology spend opportunity
  • Customer segmentation strategies for banks, credit unions, and fintechs
  • Competitive landscape analysis and positioning

Technology Domains

  • Digital banking and neobank architectures
  • Payment solutions and lending platforms
  • WealthTech, InsurTech, and RegTech solutions

Technical Architecture

  • Cloud-native architecture patterns
  • Security engineering and compliance frameworks
  • Blockchain and Web3 integration strategies

Go-to-Market

  • Sales strategies and playbooks for financial services
  • Marketing and brand positioning
  • Customer success and retention strategies

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