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Data Collaboration: The Next Step in Open Finance



Data collaboration is emerging as a key development in European finance, building upon the foundation laid by open banking. As we transition from PSD2 to the upcoming PSD3 and Financial Data Access (FIDA) regulation, the scope of data sharing is set to expand.



Privacy Concerns and Self-Sovereign Identity


Since the introduction of PSD2 in 2018, the financial sector has seen a transformation in data sharing and utilization. PSD3 and FIDA are poised to extend this beyond basic banking data to include investment portfolios, credit information, and MiFID profiles. This expansion from open banking to open finance promises to reshape operations for financial institutions and fintech.


However, the broadening scope of data sharing naturally raises privacy concerns. European banks have emphasized the importance of protecting customer data, particularly as the shared information becomes more comprehensive and sensitive.


The concept of self-sovereign identity is gaining traction as a means to address these concerns. This approach gives individuals control over their digital financial identity through a secure, personal digital ID wallet. Users can selectively share specific pieces of their financial information, maintaining privacy while enabling necessary transactions and verifications. For example, a digital ID wallet could allow age verification for restricted purchases without revealing unnecessary personal details.


Data Collaboration and Confidential Computing


Data collaboration technology combines with confidential computing as a key innovation in the financial sector. These technologies enable the analysis of multiple data sets without compromising individual privacy or revealing raw data.


Banks and fintechs can derive insights from combined data sources while maintaining strict data protection. The potential applications are wide-ranging, from enhancing credit scoring accuracy to improving fraud detection mechanisms.


The banking industry is already adopting these techniques, recognizing the dual benefits of leveraging big data analysis while ensuring robust customer data protection.


Real-World Applications: Fighting Financial Crime


Data collaboration and confidential computing have made headway in combating financial crime, especially money laundering and fraud.


FCA Harnesses Data Collaboration to Bolster AML Efforts. The Financial Conduct Authority (FCA) spearheads initiatives using data collaboration to enhance UK anti-money laundering (AML) efforts. 


The approach involves the Economic Crime Plan: The FCA collaborates with regulated firms, government agencies, and law enforcement to combat financial crime through data sharing and analysis.


Digital Sandbox: The FCA has implemented a controlled environment for testing innovative financial products and AML controls, simulating real-world scenarios using synthetic transaction and market data without compromising customer data.


Enhanced Due Diligence: The FCA has issued specific guidelines for Politically Exposed Persons (PEPs), requiring financial institutions to conduct enhanced due diligence involving secure data sharing and analysis to identify and mitigate risks related to PEPs and their associates.


MAS Strengthens AML and Anti-Terrorism with Analytics and AI. Singapore's Monetary Authority (MAS) is leveraging advanced data analytics and artificial intelligence to strengthen the financial sector's resilience against money laundering and terrorism financing. 


The initiatives include the Singapore Financial Data Exchange (SGFinDex). This world-first public digital infrastructure allows individuals to access financial information across different government agencies and institutions, demonstrating the potential for secure, consent-driven data sharing.


Regulatory Sandbox: MAS has implemented a regulatory sandbox that allows financial institutions to facilitate the development and testing of new technologies while mitigating risks.


Industry Collaboration: MAS is expanding industry collaboration to scale asset tokenization for financial services and aims to leverage blockchain technology, potentially enhancing transparency and traceability in financial transactions.


The Future of Open Finance



Through the transformative impact on the European financial sector, we will likely see initiatives including:


  • Enhanced Financial Products: With access to a broader range of financial data, institutions can develop more personalized and sophisticated financial products.


  • Improved Risk Assessment: Comprehensive data analysis could lead to more accurate credit scoring and risk assessment models.


  • Increased Competition: Open finance could lower barriers to entry for fintechs, fostering innovation and competition in the financial services market.


  • Cross-Border Services: Data collaboration could facilitate smoother cross-border financial services within the EU, supporting the goal of a single European financial market.


Open dialogue between regulators, financial institutions, fintechs, and consumers will be key. The success of open finance will depend on striking the right balance between innovation, data utility, and privacy protection.

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