Financial Institutions Archives - Page 2 of 2

Financial Services

SFTR novel timelines and LEI data management

The journey of SFTR had initially started in Jan 2016 and is now planned to become partially in force from July 2020.

Financial Services

The benefits of a bottom-up service design approach

How often do you find yourself or your team members tied up in essential but repetitious tasks?

Financial Services

Alternative data: Changing the dynamics of investment research

Financial statements, SEC filings, management presentations, etc., have long been the only reliable data sources for analysts. Not anymore.

Financial Services

Sustainable KYC innovation to screen out the ‘one percent’

Discover the multiple ways that automation can make small but powerful changes to your KYC process.

Financial Services

Go beyond composite scores – back your investment decisions with reliable ESG data

Asset managers rely on third-party composite scores for their investment decision-making. But how reliable and valid is this data, and does it truly meet their investment objectives? Let’s try and understand.

Financial Services

Five steps to an alternative data strategy

Increasingly, ‘alternative’ or non-market data holds the promise of smarter investments and superior returns. But how can you get to grips with the mass of information out there and use it to make better decisions?

Financial Services

How a large retail US bank created a solution for account updates and a dynamic market intelligence dashboard

A top global bank needed our help with making process improvements to flag high-risk accounts.

Financial Services

How a top US bank cleaned, updated and connected its customer data to improve monitoring and reporting

The bank needed help with bringing together and refining diverse risk management processes surrounding their high-risk portfolio management, in order to improve their report turn-around times.

Financial Services

KYC Solution Reduces Turnaround Times by 40% for US Investment Bank

A leading US investment bank was struggling with providing the right number of staff with the right language skills at the right time, in order to deal with the peaks and troughs in enhanced due diligence work.

Marketing, Sales & Strategy

Global Payments Service Provider’s RoI Stimulated by Insightsfirst Platform

The Insightsfirst platform solution allowed this client to identify and take timely action on relevant, recent, and valuable potential opportunities in the payments market.

Financial Services

Key strategies to grow retail ESG investments

ESG investing – still not convincing financial advisors? See what will make them drive the demand for it and how asset managers can support them.

Financial Services

Does China’s economic savior lurk in the shadows?

What is the role of the shadow banking in China’s economy and how does it develop under the impact of crackdown and a raging trade war? Check out this blog article for more details.

Financial Services

Is your ESG data strategy fit for purpose?

The key pillars for a strong ESG data strategy are smart data interventions, backed up by input from subject matter experts (SMEs). Here are four areas where that approach can help you overcome ESG data issues.

Financial Services

LIBOR set aside – who’s next in line?

The once revered LIBOR fell out of favor after banks manipulated it to boost profits. With the FCA deciding to phase it out completely by 2021, companies will need to change their systems within a short span of two years. Are you prepared?

Financial Services

Three automation strategies to optimize asset management marketing

See how asset management marketing can enable growth and profitability by modernizing its own operations. In this post, we discuss three automation strategies that can help industry CMOs and marketing stay relevant.

Financial Services

How to lower trading cost and volatility

What are the opportunities in Latin America for investors seeking non-traditional assets? Here is a strategy that yields the same returns as the market, while reducing risks for investors.

Financial Services

Risk Management at a Crossroads: Deliberations after “Risk Americas 2019”

Increasing importance of data lineage and advent of machine learning indicates that traditional and new risk models will co-exist, as the MRM life cycle is optimized. But what will help minimize teething pains associated with this growth phase? Find out more in this blog.

Financial Services

Dynamic Marketing Handouts: Interactive content replacing static PDFs and PPTs

The client needed a solution that would not only streamline the update process, but convert the marketing handout into a digital format, with interactive and engaging charts.

Using hybrid staffing to optimize costs and boost efficiency

Our client’s existing offshore strategy was based on a dedicated one-toone support model, with very few analysts having access to offshore teams.

Boost productivity and time to market with Automated Model Update Solution

Our Automated Model Update Solution reduced the time spent on updating financial models dramatically. Research associates were able to save approximately 40-70% time on model updates.

Financial Services

Make your model validation 50% more efficient

We helped a leading US investment bank to decompose the process of validation and to automate key processes for testing and documenting, delivering significant time savings and business benefits.

How marketers at asset management firms should approach automation and analytics to maximize ROI

As digital transformation advances, many are turning to automated marketing solutions – but they’re still overwhelmed by their workflow.

Financial Services

Why a Robo-advisor Centric Strategy Will Pay Off

Have a look at current trends in the world of robo-advice, and how leading and challenger brands are exploiting it.

Financial Services

Make Risk Management Compliant, Robust, and Fail-Proof

We set up a dedicated team with experience in credit risk model monitoring and various data analytics tools, including SAS. A senior risk specialist supported the team.

Financial Services

Access High-Risk Analytics Powered by Automated Tools

The client’s credit risk reporting and analytics team were tasked with meeting the reporting and analytical needs of credit risk managers across the WIM line of business.

Financial Services

Leverage Analytics to Boost Operational Risk Management

We helped a US bank to proactively identify and manage bad actor risk, improve name screening for AML monitoring, and maintain financial advisor compliance.

Why Dividends Matter for Young Investors (too)

Dividend stocks are often associated with older investors looking for a regular yield, while young investors target short-term price movements. But does the relentless pursuit of price returns actually work?

Eight Key Trends in Sell-side Research under MiFID II

MiFID II is revolutionizing the way investors pay for their research. Check the most recent trends emerging in the research industry and see how much buy-side can expect to pay for research, and what will they be willing to pay for.

Evalueserve launches Pitchready for fast and accurate pitchbook generation

Evalueserve, a global provider of research, analytics, and data management services, has launched a new product – Pitchready, a productivity suite that offers fast and configurable pitchbook solutions to investment banking and advisory firms. The software saves 95% of time spent on adding logos to a pitch book and 80% of time spent on creating tombstones. Overall, it increases formatting efficiency by 50%.

Enhance Productivity for Pitchbook Creation via Pitchready

Pitchready – our suite of PowerPoint-based productivity tools has been developed to make pitchbook creation efforts smarter and more efficient. This case study illustrates how Pitchready helped a major investment bank increase its formatting efficiency by 50%.

Uncategorized

Challenges to becoming GDPR-compliant

The GDPR, which comes into force on May 25, 2018, should be a top priority for all your departments if your company has operations in the EU.

Uncategorized

What US firms need to do for MiFID II compliance

MiFID II regulation provides transparency and investor protection, however, the European Union’s new approach creates conflict for US-based firms where bundling research is a common practice. So what is the need for the US to be compliant?

How Can CPOs Manage Spend Effectively With A Small Procurement Team?

As procurement teams shrink, CPOs are looking at new ways to realize savings, increase spend under management and take a strategic view of sourcing – without increasing headcount.

Financial Services

Boost Efficiency with Fully Automated Financial Spreading

We helped a major US bank transform the productivity and accuracy of their financial spreading process with our patented financial spreading software, Spreadsmart.

Uncategorized

4 Key Trends Shaping the Procurement Landscape

We asked 260 procurement professionals, in 14 industries worldwide, about the problems and priorities they face. Our findings, summarized in this exclusive survey report, feature the four key trends shaping the procurement landscape today.

Financial Services

How to Deal with Large Data Sets for Accurate Sales Forecasts?

The client wanted to leverage freely available meteorological data to improve predictions of pesticide sales.

Uncategorized

Reality bites – review of an AI implementation proposal

One of our clients invited our chief strategist to help them assess the proposal they had received from a prominent AI tool. See why he believes AI providers are not spending enough time on the analytics value chain before pitching their services.

Uncategorized

MiFID II – wins or losses for asset managers?

The new legislative proposal is expected to have a global impact on the ecosystem of how buy-side consumes sell-side research. The changes will create fresh challenges for the industry, but they will also bring some attention-worthy opportunities.

Uncategorized

Brexit: Navigating through the uncertain climate

The long-term impact of Brexit is not yet clear, although market sentiments seem largely negative. Companies need to choose between making a move right now or waiting for UK–EU negotiations to play out.

Brexit: What US Investors Need to Know

Brexit – a work in progress, with everything still to pay for. This industry insights examines the economic and commercial impacts of Brexit, including the key factors you should consider if your portfolio covers UK firms.

Demystifying MiFID II – The Future of Sell-Side and Buy-Side Research

The Markets in Financial Instruments Directive (MiFID II) is expected to have a global impact on how the buy-side consumes sell-side research.

Financial Services

Sectors to watch after the US presidential elections

Depending on the policies of the winning candidate, the results of the US presidential elections will affect various sectors and businesses. Read on for highlights of the bullish and bearish implications of these elections.

Automation in Sell-side Research: the Chance to Lead in a Changing Market?

Sell-side research is seeing a range of disruptive changes that are currently redefining the marketplace. Delivering reports that provide newer and deeper insights are needed more than ever before. Is the use of intelligent automation a defining factor in this race to survive?

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Financial Institutions