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June 22, 2007  |   Volume VII, Issue XII
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Tom McMackin
203-304-7974 | Email
SOFTWARE & SERVICES EBRIEFING

Treasury and Securities Solutions


Software & Services eBriefing
CRM for FX Sales

Like any other "Sales" function, Foreign Exchange Sales Desks depend upon access to important information about their customers. This information needs to be accessible quickly and at the appropriate time in the "sales cycle" of communications with customers. In other words, there is a "Customer Relationship Management" (CRM) component to how FX Sales runs their business. This functionality is largely overlooked in trade processing solutions.

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EII versus Data Warehouse (DW): The Great Debate

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Enterprise Information Integration (EII) provides new capabilities for solving business intelligence and reporting challenges. An EII solution can be complementary to firms who have already purchased a data warehouse or completely replace the need for a data warehouse for firms contemplating the DW route. Yet companies are still unclear where the features of one technology end and those of the other begin. What is each technology designed to do? When is it better to use one versus the other? When is it best to use them together?

Spreadsheet Errors Inevitable

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In recent years, we have learned a good deal about the errors that people make when they develop spreadsheets. In general, errors seem to occur in a few percent of all cells, meaning that for large spreadsheets, the issue is how many errors there are, not whether an error exists. It's not surprising that the question, "What do we do about all the spreadsheets?" is increasingly on the minds of executives.
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SS&C GlobeOp Forward Redemption Indicator: June notifications 4.88%



Jun 27, 2016 - Jun 29, 2016
2016 Trust Officers Association of the Philippines (TOAP) Summit
New World Makati Hotel
Makati City, Philippines

Jul 19, 2016 - Jul 20, 2016
Family Office Exchange Financial Executives Forum
Swissotel
Chicago, IL

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