Financial Services Review: Specials Magazine
![dLocal [NASDAQ: DLO]: Making Invoice Collection Work across Latin America](https://www.financialservicesreview.com/uploaded_images/25-n4pc4.jpg "dLocal [NASDAQ: DLO]: Making Invoice Collection Work across Latin America")
For global businesses operating in Latin America, collecting payments can become complicated when currencies, banking systems and customer preferences vary from one market to another. dLocal helps enterprises collect payments through local payment methods on a single platform. Its invoice collection solutions enable businesses to receive payments across LATAM while giving finance teams a consistent way to manage incoming transactions. Customers can pay through familiar methods, while businesses can manage their cross-border collections through a more streamlined process. Creating a Connected Payment Experience Businesses operating across Latin America understand that payment operations cannot be approached the same way in every country. Financial regulations, transaction habits and preferred payment methods often differ across markets, creating additional work for organizations expanding across the region. Finance teams may need to manage several providers, systems and processes to collect payments effectively. dLocal helps reduce this complexity by connecting global businesses with local payment networks through one integrated technology framework.
![DLOCAL [NASDAQ: DLO]: Powering Energy Through Connected Logistics](https://www.financialservicesreview.com/newstransfer/upload/1-b0snm-.jpg "DLOCAL [NASDAQ: DLO]: Powering Energy Through Connected Logistics")
Financial Planning
Diego Saito, founding partner at CRG, and his partners noticed a gap inherent in global M&A institutions. Drawing on their collective experience at Credit Suisse, they saw that large firms often prioritized rankings, marketing and internal matters while businesses required closer senior involvement throughout their M&A processes. To address that gap in the Brazilian business landscape, CRG was formed. As an independent M&A boutique, CRG brings a direct, partner-led approach to complex transactions, which is particularly important for family-owned businesses. The firm deliberately retains execution at the senior level, supported by a tightly trained junior team. “M&A is never a ‘walk in the park.’ Our approach involves partner-led, senior-level execution at every stage of the M&A process,” says Saito.
Fintech
Businesses typically approach accounting firms with a specific service in mind, but what they request may not always address the issue affecting the business. Manual processes, scattered records, weak controls and limited visibility can quietly hold a business back, even when its immediate accounting needs appear straightforward. JJL Independent Accounting first examines how a business functions before recommending a service. The Panama-based firm begins with an exploratory conversation and, where necessary, a physical visit to the client's premises. It studies an organization’s structure, workflows and financial processes to uncover issues that may not be apparent from the initial request. This allows JJL to distinguish between the service a client believes it needs and the solution that would genuinely benefit the business. “The right accounting solution begins with understanding how a business actually operates,” says Julissa Lewis, CPA and financial consultant.
CPA
Mexico’s complex tax, accounting and regulatory environment presents significant challenges for small and mid-sized businesses. The professional firms best equipped to help navigate these demands often prioritize larger corporate accounts, leaving smaller businesses with limited access to comprehensive advice. FRALLA was established to close that gap, bringing the depth of expertise associated with larger firms to businesses seeking responsive, tailored advice at a more accessible cost. “We explain complex tax issues using simple examples so clients understand how each decision affects their business and can make better choices,” says Jorge Manzanilla, partner. That approach helps bridge the gap between technical expertise and business decision-making, particularly for owners and non-finance professionals who must act on complex financial information.
Fintech
Tax Reform
Vanessa Ferreira Lukaisus, Tax Director, GM Financial
Wealth Management
Risk in The AI Age: Why A Human Rights-Centered Approach is Critical
Joao Sitta, Senior Compliance Manager & Data Protection Officer, Revolut
Fintech
Dos and Don'ts of Exposing Services
Humberto Enriquez, Director of Software Engineering, Actinver
Investments
The Path to Long-Term Portfolio Resilience
Alexandre Fuentes van Amson, Head of Asset Allocation, Financial Advisor at Saron Investments
Investment Management Solution
Valuation of Alternative Investments Focused on Real Estate Assets
Eduardo Rincon Gallardo, Director of Alternative Investments in Latam, Quantit
Financial Risk & Compliance
Strategic Leadership in Infrastructure Modernization
Adel Bekhiet, Senior Director of Infrastructure and Cloud Services, Northwestern Mutual
Digital Banking
Strategic Risk Leadership in a Dynamic Financial Landscape
Abraham M. Izquierdo, Managing Director/Director General Adjunto, Traded & Treasury Risks, Banorte Financial Group
IN MY OPINION
Fintech
Promoting Technology Adoption in the Managed IT Sphere
Humberto Morales, Regional Technology Operations Manager, Marsh McLennan
LAST WORD
Fintech
Being Data-Driven is Attached to Most Accurate Models?
Carlos Francisco Silva Ortiz, Head of Data & AI, Skandia Colombia
IN FOCUS
Independent Financial Advisory Firms: Driving Growth and Digital Transformation in Latin America
Independent financial advisory firms enhance investment decision-making, support risk management and drive long-term wealth creation.
The Path to Financial Security: Strategic Investment Solutions in Latin America
Strategic investment solutions support diversification, risk management, financial security, and long-term wealth creation across evolving markets.
EDITORIAL
Building Accessible and Accountable Financial Operations
Latin America’s financial services sector is evolving through digital payments, specialized advisory, stronger compliance and accessible financial management. In this edition of Financial Services Review Latin America, we recognize organizations and industry leaders advancing financial operations through technology, expertise and practical business insight.
Our cover story celebrates dLocal [Nasdaq: DLO], recognized as the Top Financial Invoice Collection Solutions in LATAM 2026, for connecting businesses with local payment ecosystems through a unified platform. Its infrastructure supports local payment methods, currencies, payouts and invoice collection while helping international businesses navigate diverse financial environments across the region.
This edition also features CRG, recognized as the Top Independent Financial Advisory Firm in Latin America 2026, for its partner-led approach to mergers and acquisitions. Its senior-level execution, sector expertise and international buyer reach support clients throughout complex transactions. FRALLA, recognized as the Top Accounting And Tax Obligation Consulting Firm in Latin America 2026, combines accounting, tax, legal and business expertise to help growing and international businesses navigate Mexico’s regulatory requirements. JJL Independent Accounting, recognized as the Top Cloud Based Digital Accounting and Strategic Financial Management Firm in Latin America 2026, combines personalized financial guidance with cloud-based accounting tools to improve reporting, accessibility and business visibility.
Our contributors bring valuable perspectives on technology and decision-making. Humberto Morales, Regional Technology Operations Manager at Marsh McLennan, explores technology adoption through a focus on user needs, security and practical support. Carlos Francisco Silva Ortiz, Head of Data & AI, Skandia Colombia, examines the importance of connecting data models with real-world business conditions, showing why accurate analysis must also be practical to implement.
Together, these perspectives demonstrate how financial services are being strengthened through connected payment infrastructure, specialized expertise, digital accounting and thoughtful technology adoption across Latin America.
