Category Archives: [GWRE] Guidewire Software

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Some thoughts on Fiserv / First Data (FISV) and Guidewire (GWRE)

Fiserv (FISV) Even as the largest merchant acquirer and issuer processor in the US, Fiserv is overlooked amid the fintech jubilee.  You should read my 4 part post on merchant acquirers for more detail but to recap, a few years ago Fiserv and First Data merged in a $22bn all stock-deal.  The combined business now […]

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[GWRE – Guidewire Software] Move slow and maintain things

If I had to force rank industries most resistant to new technology, P&C insurance would be right up there with other notoriously innovation averse sectors like local government, life insurance, education, and healthcare.  To some extent, this makes sense.  Given the critical nature of their services, insurance carriers should be culturally biased towards minimizing downside […]

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