Building Strategic FinTech Partnerships

9.29.26 | 12:00 PM EST

Instructor: Terri Sands

Course Duration: 1 HR

What You'll Learn

The rise of financial technology (FinTech) companies has transformed the banking landscape, offering new opportunities for innovation, efficiency, and growth. From lending platforms to payment processors, FinTech partnerships can provide banks with cutting-edge solutions to meet evolving customer expectations. But how can financial institutions effectively evaluate and structure these relationships to maximize value while managing risk? Join us for this insightful course as we explore the different types of FinTech relationships and provide actionable best practices for managing them. Learn how to evaluate opportunities, align partnerships with your bank’s strategic goals, and structure FinTech collaborations to ensure long-term success. Whether it’s a lending platform, payment solution, or another innovative technology, we’ll guide you through the process of building effective and compliant partnerships.

Topics covered in this course

The FinTech Landscape and Its Impact on Banking
Types of FinTech Relationships
Evaluating a FinTech Opportunity
Aligning Partnerships With Strategic Goals
Structuring FinTech Collaborations
Best Practices for Ongoing Management and Compliance

Who Should Attend

BSA Officers and Support Teams
Call Center
Client Facing Teams
Deposit Operations
Electronic Banking
Finance and Accounting
Fraud Management
Internal Audit
Information Technology and Security
Innovation Officers
In-House Counsel
Risk Management
Senior Leadership
Treasury Management

All other applicable areas

Accreditations

CPE/NASBA - Group Internet Based

Noggin Guru, Inc. dba Lorman Education Services and BankersHub is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539.

Please note: You must attend at least 50 minutes to obtain credit. Final CPE approval belongs with each state's regulatory board. Credit is based on a 50-minute credit hour.

For more detailed information about the course, including the outline, content, and objectives, please refer to the 'Description' tab on this webpage.

Field Of Study: Finance
Prerequisite: Basic knowledge of the banking industry, business, or law
Level of Knowledge: Intermediate
Advanced Preparation: None
Delivery Method: Group Internet Based

Requesting CE:
Upon completion of this course, please email creditrequest@nogginguru.com to obtain a CE certificate.

About the Author:

Terri Sands

Throughout her career, Terri has served as a leader in the payments and fraud prevention industry, providing education, risk management and compliance consulting and support services geared toward the specific needs of financial organizations. Terri is an Advanced Certified Anti-Money Laundering Specialist, an At-Risk Adult Crime Specialist and an Accredited ACH Professional. Prior to founding Secura, Terri served as co-founder of Payments Information Circle (PIC), a service organization providing payments industry education, auditing, consulting, resources, and support services to financial organizations throughout the country. Prior to her work at PIC, Terri also served as the President of GACHA, a non-profit, regional payments association where she provided strategic direction for financial institutions in the payments industry. Terri began her career in payments as a Senior Analyst with the Federal Reserve Bank of Atlanta where she provided training throughout the Sixth District and served on the Federal Reserve ACH Conversion Team that consolidated ACH Services for all branch locations in the Sixth District.

On-Demand Course