Best Practice

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Guide to Buying an Investment Management Software For Business

12th April 2018

Company: FA Solutions
Asset Management System is the heart of your business. However, many of the old tools can’t handle the efficiency requirements, regulatory changes, and serving customers in a modern way. Purchasing a new business-critical system is not an easy task, but this guide helps you to get the maximum value from acquiring a new Portfolio Management... read more
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Extracting Calls from Old Call Recorders Checklist

15th March 2018

Whether you need to access old call recordings for compliance or business intelligence, this checklist lists the legacy call retrieval options available to you. read more

For Banks, its Evolve or Die

12th March 2018

Company: DataStax
Disruption demands change, and the place to start is at the data layer. read more
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The Challenge of Building a Central Treasuryin a Decentralized Company

8th March 2018

Company: BELLIN
Find out how the treasury department at Ferguson (formerly Wolseley), the world's largest trade distributor of plumbing and heating products, was faced with the challenge of building and maintaining a central treasury operation in a decentralized company, and hear about the treasurers’ approach to gaining control through visibility, enabled by... read more
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'Three Steps To Heaven' But Five To Invoicing Bliss

6th March 2018

Company: EASY SOFTWARE UK
A Blog written by George Haddaway (Sales Manager at EASY Software UK). This article discusses the problems with invoice management today, and how moving to digital finance can help with your invoice process. George talks you through the 'Five Ways to Invoicing Bliss': Extraction, Workflow, Archiving, Integration and Reporting. read more
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7 Pitfalls That Can Derail Your Technology Project

26th February 2018

Company: FundCount
The decision to replace an existing family office accounting system or implement technology for the first time requires substantial thought. Many factors -- from downtime and budget to the availability of internal resources and divergent family-member opinions -- must be considered. Learn how to avoid potential minefields and ensure the success of... read more
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eBook: 8 Industry Best Practices for a Successful Mobile First Strategy

13th February 2018

Company: VASCO
Financial institutions strategically aim for customers to do more with mobile while minimizing fraud exposure tied to untrusted, high-risk devices. To enable growth in the mobile channel, financial institutions need to provide fast, convenient and frictionless high-value services delivered as securely and fraud-proof as possible. To achieve this... read more
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The Move to Cloud Born Microservices in Collateral Management

5th February 2018

Article published in Finadium’s Securities Finance Magazine, Issue 9 --------- The financial technology industry is seeing a move away from one-size-fits-all enterprise systems to cloud-native microservices based on the separation and segmentation of individual tasks. While these microservices can also be aggregated back into a big platform,... read more
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MiFID II and Mobile Call Recording Checklist

19th January 2018

According to MiFID II: "Investment firms must take all reasonable steps to record relevant telephone conversations and electronic communications that are made with, sent from or received by equipment provided by the investment firm to an employee or contractor". Check out our Mobile Call Recording checklist to help you achieve compliance. read more