Running a financial marketplace poses distinct challenges. With a growing diversity of products and intense competition from non-financial institutions, the capacity to scale becomes imperative. Managing the intricacies of privacy and compliance further complicates matters, and leveraging data-driven insights is paramount for marketplaces to deliver optimal matching and personalization to consumers.

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Whether you’re looking to participate in or build a marketplace, understanding the five key fundamentals that drive its success is essential.

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1. Depth and Breadth and Content
2. Targeting with Controls
3. Data Insights and Reporting
4. Compliance and Security
5. Product Collaboration

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