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Feb 2, 2023

Prioritizing Business Intelligence Initiatives

In our "How Should Your Business Intelligence Team Spend Their Time?" blog post, we wrote about the varied roles of Business Intelligence teams across firms and what functions BI teams spend their time on vs. outsourcing to third parties. Here we look at the key initiatives that BI teams are focused on, how they prioritize those initiatives, and how those initiatives should be integrated into the firm.

Jan 30, 2023

How Is Artificial Intelligence Shaping the Future of Asset Management?

The asset management industry, in line with all other industries worldwide, has entered the fourth industrial age, also referred to as Industry 4.0—an age in which processes that have traditionally been undertaken manually are becoming automated and positively disrupted and transformed through different technological means such as robotic process automation (RPA), artificial intelligence (AI) and machine learning (ML), culminating in intelligent automation.

Dec 21, 2022

What’s Keeping Advisors Up at Night? We Asked Their Top Concerns

For asset managers to stay relevant, it’s essential that they keep their fingers on the pulse of advisors’ concerns. Understanding what’s keeping advisors up at night, especially in turbulent market environments, enables firms to create timely content, guide wholesalers’ conversations with their clients and ensure their product development efforts align with advisors’ needs.


Nov 8, 2022

Customer Due Diligence: Are You Compliant?

The world’s financial system is vulnerable to malicious activity from fraudsters, identity thieves, terrorists, money launderers, and other criminals. This vulnerability is why regulators have such strict requirements for banks, investment funds, investment managers, fund administrators and other financial entities to validate the identities and intentions of their customers and prospective customers. These customer checks are also known as customer due diligence (CDD).

Nov 7, 2022

Two Initiatives Where National Accounts & National Sales Leaders Agree

It would be reasonable to assume—especially given the increasingly competitive and uncertain distribution landscape—that distribution leaders’ views would vary greatly about which initiatives will drive long-term success for their firms. After all, National Accounts and National Sales leaders must consider a plethora of external and internal factors that can really impact business outcomes. However, based on our recent surveys of National Accounts and National Sales leaders, there is a general consensus that data and technology refinement and enhanced business intelligence will be two points of focus for the majority of asset management organizations in 2023.

Nov 4, 2022

Liquidity Risk Management: A Case for Broader Data & Model Integration

In the wake of the 2008 global financial crisis, researchers and institutional investors became more interested in liquidity risk modeling at large. As market and funding liquidity assessment have now become key requirements for major regulatory bodies, fund managers and risk specialists have sought to integrate liquidity risk analysis into their daily operations.

Nov 2, 2022

Think You Know Your Digital Co-Worker? Think Again!

After our annual SS&C Deliver Conference, themed “Delivering the Future,” one thing was clear without a crystal ball—intelligent automation is playing prominently in the future success of health and wealth industries.

Nov 1, 2022

Evaluating Vendor Selection: Fixed Income Study 2022

This benchmark study helps firms to assess pricing sources in support of their vendor selection and due diligence processes. This year we are pleased to add the MarkitAxess pricing service to the set of fixed income evaluations providers profiled. 


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