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Jul 11, 2019

Business process management: A journey in 3 stages

It’s expected the global process analytics market will grow exponentially by 20231 with Business Process and Case Management (BPCM) platforms playing a vital role in your organization’s process mining journey.

Jul 10, 2019

Transforming client communications from a cost center to a competitive edge

With high churn rates and so many asset managers aggressively competing for your clients, the quality of client communications is crucial to your firm’s brand differentiation and client retention. Today’s investors want your appraisal of what is happening in the market and what you’re doing to help them as individuals to achieve the best outcomes.

Jul 8, 2019

Unveiling the Unified Interface for Salentica Engage™ on Dynamics 365

Salentica Engage is an integrated wealth management platform built on Dynamics 365 online, utilizing Microsoft’s new user experience, the Unified Interface.  Across all devices, the Unified Interface brings a responsive and interactive approach to viewing prospect and client data. 

Jul 5, 2019

GMP comparison of male and female scheme members

Previously, we’ve written about the benefits and challenges associated the new GMP legislation. Let’s look at how calculations would play out in a real-world example.

Jul 4, 2019

SS&C Singularity at FundForum International: operational efficiency in the middle office

SS&C recently participated as a sponsor in FundForum International, a conference attended by 1,500 senior professionals from the fund management industry. Scott Kurland, Global Head of Product & Marketing for SS&C Singularity spoke on the panel “(Even More) Disruption in the back office: Latest market trends in emerging and developing tech).

Jul 2, 2019

Five mistakes to avoid when implementing an SFTR solution

Following the release of the technical standards on Securities Financing Transaction Regulation (SFTR) transaction reporting on 20th March, in-scope firms – including credit institutions and investment firms – will need to comply with reporting obligations that come into force on 13th April 2020.

Jul 1, 2019

What to look for in your digital transformation partner

To deliver an optimal experience today, organizations have to navigate an increasingly complex world of blended technologies and security risks, rapidly-changing consumer demands and an expanding universe of data.

How? Digital transformation.

Jun 21, 2019

Does your firm want a lead—or a customer?

Eight in 10 asset managers use lead scoring to try to identify the advisors who are seriously considering their firm’s products. But much of our industry uses traditional, rules-based lead scoring—which is based on opinions and assumptions about which interactions indicate that an advisor is most likely to buy in the next month. This “manual” methodology is not scientific—or reliable. It's too simplistic for the complex decision journeys that customers take in making investments.

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