Best Practice

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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

EXPERIENCE REPORT OF ORSA PROCESS IN ZEB.CONTROL - ADDRESSING COMMON CHALLENGES

15th January 2018

Company: zeb
Since the preparation phase for Solvency II began, insurance companies have been gathering valuable experience in conducting own risk and solvency assessments (ORSA). The regularly submitted ORSA reports have now been analyzed by Germany’s financial supervisory authority. As part of this analysis, the regulator identified needs for action and... read more
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IRRBB: INTEREST RATE RISK IN THE FOCUS OF SUPERVISORY ACTIVITIES

8th January 2018

Company: zeb
With their latest publications, the supervisory authorities have made a first step towards the implementation of IRRBB standards on a European level. What’s more, the future roadmap of upcoming publications has also been clearly defined. Thus, institutions will be facing several conceptual and technical challenges and have to comply with numerous... read more

Comarch tPro ECC

1st December 2017

Company: Comarch Finance
Comarch tPro ECC - Protect your customers from remote attacks and save on operating costs Need a cost-effective solution for digital signature? Here it is: Comarch tPro ECC, an innovative USB token designed to provide corporate and private banking customers with the highest security level. read more

Comarch Identity and Access Management

1st December 2017

Company: Comarch Finance
Comarch Identity and Access Management - Secure your business data and infrastructure while staying GDPR-compliant Comarch Identity and Access Management (IAM) is a solution that allows full control over the access to company’s applications, VPNs and workstations. It comes with world-class methods for identity lifecycle, authentication,... read more
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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
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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
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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
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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
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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