Resources

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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
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Shareholder Rights Directive: Advancing to a state of readiness

17th January 2018

The updated Shareholder Rights Directive (SRD) aims to encourage shareholder engagement in listed companies in Europe and improve the transparency of related processes, including proxy voting. In Shareholder Rights Directive: Advancing to a State of Readiness, we examine the challenges and opportunities related to the introduction of the new SRD... read more

Solution Literature: AutoRek for Insurers

17th January 2018

Company: AutoRek
AutoRek provides a robust, automated control regime to fully support financial and operational management. To find out more and to download your complimentary copy of this paper please complete the short form below. read more
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Treasury in the face of a merger: dormakaba and the best of two treasury worlds

17th January 2018

Company: BELLIN
In 2015, Dorma Group of Germany and Kaba Group of Switzerland merged to form a global security and access solutions company. The multidimensional nature of the merged company is reflected in dormakaba’s treasury. Following the merger, the aim was to successfully combine the best of both worlds, and to evaluate state-of-the-art solutions. Top of... read more
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Treasury Anywhere

16th January 2018

Company: ION Treasury
With Treasury Anywhere, ION’s device agnostic treasury application, teams can access information from their ION treasury management system at any time, using any device they have on hand – mobile, tablet, laptop, PC – to act fast. Treasury Anywhere extends key financial controls beyond the desktop, empowering treasury teams with up-to-date... read more
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ION BAM

16th January 2018

Company: ION Treasury
Has your bank account management process become overly administrative and challenging to control? ION BAM makes bank account management simple, efficient, and orderly, so you can focus on your business without the headache of manually managing bank accounts. Learn more about ION BAM in this fact sheet! read more
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On-premises solutions by ION Treasury

16th January 2018

Company: ION Treasury
If you are looking for a treasury management system and are considering whether on-premises software is the right delivery model for your organization, find out how it works at ION Treasury. Learn more about on-premises delivery in this fact sheet! read more
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Private cloud solutions by ION Treasury

16th January 2018

Company: ION Treasury
If you are looking for a treasury management system and are considering whether private cloud software is the right delivery model for your organization, find out how it works at ION Treasury. Learn more about private cloud delivery in this fact sheet! read more
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SaaS solutions by ION Treasury

16th January 2018

Company: ION Treasury
If you are looking for a treasury management system and are considering whether SaaS software is the right delivery model for your organization, find out how it works at ION Treasury. Learn more about SaaS in this fact sheet! read more

Regulatory Round-Up Video

16th January 2018

Company: AutoRek
Giliian discusses the potential regulatory challenges facing firms in 2018. Starting with the Senior Managers and Certification Regime, Gillian considers the extended scope, approaching the allocation of responsibilities and what technological solutions are available to managers to help them ensure they are in control. Gillian then reflects on the... read more