Best Practice For FinTech Engagement: Being a responsible partner & client
**The IA Engine Advisory Panel** September 2020
Advisory Panel, August 2020
Contents
Contents
Executive Summary
Glossary
Background
Investment Managers: Organisational Readiness
Investment Managers: FinTech Scouting & Solution Suitability
FinTech Engagement with Investment Managers: The Ecosystem
FinTech Engagement with Investment Managers: Engagement Best Practice
Checklist for FinTech firms
Checklist for the Investment & Wealth Manager
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