Best Practice


IAM First: Your Best Approach to GDPR Readiness

16th November 2017

Company: Crossmatch
The effort to achieve compliance is significant. The fines for failing can cripple a business. The deadline is getting closer every day. With all those factors in place, preparing for the General Data Privacy Regulation (GDPR) is a top business priority. read more

Managing Data for the Fundamental Review of the Trading Book (FRTB)

6th November 2017

The Fundamental Review of the Trading Book (FRTB) presents banks with organisational, computational and data granularity challenges. Banks must reorganise their trading operations, upgrade their technology and improve governance of an increased dataset. Failure to change internal models and processes to measure, attribute and capitalise traded risk... read more

Guide to ATM Testing Best Practices

2nd November 2017

The Automated Teller Machine has existed for over 50 years. Whilst it still looks pretty much the same, things have changed significantly on the inside: OS, multi-vendor environments as well as the networks that hide behind the ATM. Companies are forced to update test strategies if they want an efficient ATM estate. Understanding the complexities... read more

Spreadsheet Agility within EDM – Centralized. Audited. Compliant.

31st October 2017

Company: Xenomorph
This paper describes how spreadsheet calculations and analytics can be integrated within a centralized, audited Enterprise Data Management (EDM) process. Given regulations such as BCBS 239 and Dodd-Frank mandating a reduction in the reliance upon manual end-user processes, such an approach offers the flexibility, agility and ease of use that... read more

Authentication Fundamentals: Multi-Factor and Single Sign-On Explained

26th October 2017

Company: Crossmatch
With most security officers having a choice between two main security solutions—single sign-on (SSO) or multi-factor authentication (MFA)—deciding what’s best for your organization requires careful consideration of the pros and cons of each approach. read more

Infographic: The Promise Of Transformation

23rd October 2017

How Asset Management Firms are managing increasing complexity and regulation. In today's uncertain regulatory and market environment, business transformation is an imperative. Rising regulatory, vendor and data risk - along with cost and return pressures - mean you need more than "business as usual". By adopting flexible and nimble operational... read more

eBook: The Road Ahead for Asset Management - The Experts Weigh In

23rd October 2017

While nobody knows the future, insight into trends can help firms understand the constantly transforming asset management world and help them find solutions that can prepare them for growth amidst the changes. “The Road Ahead for Asset Management: The Experts Weigh In,” offers a detailed look at upcoming industry changes. Read it to learn more... read more

Q&A: Ready to Choose a Transformation Partner?

23rd October 2017

Before you trust your mid- and back-office operations—including finance and accounting—to an outside provider, you must know who you’re dealing with and what to expect. See how your potential partner measures up by asking the right questions (and listening for the right answers). This Q&A, “Ready to Choose a Transformation Partner?” can... read more

Checklist: Is Your Firm Ready to Future-Proof Operations?

23rd October 2017

Asset management firms face a difficult competitive environment that’s constantly changing. For operations executives, this change provides an opportunity to take their firms’ growth and success to a higher level. Moving to a hosted or managed services operations platform can help many firms successfully meet the challenges they face. read more