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Dec 6, 2019

Rule 606: Get ready for implementation

Sometimes delays give us a chance to deeply understand the root of a problem and help us formulate an appropriate plan of action. In the case of the recent surge in regulation in the U.S. financial markets—particularly for broker-dealers—606b and its repeated delays have been met with open arms.

Dec 2, 2019

How to meet higher customer expectations through digital transformation

There’s a lot of talk about digital transformation and how firms across a number of industries, including insurance, can use it to optimize their operations and cut costs.

Nov 18, 2019

The impact of low automation, value drivers & risk factors on digital transformation investment

The root causes of low automation explain the lag in many financial organizations’ decisions to implement end-to-end automation. One of the primary drivers of low automation—fragmented data—is a direct result of a splintering within the financial services industry.

Nov 4, 2019

The four building blocks of digital transformation

Digital transformation is more than a few one-off enhancements for a business—it’s an evolution through constant change and business realignment. Businesses that introduce technologies like artificial intelligence and process automation will enjoy a competitive edge in keeping up with trends.

Oct 30, 2019

SS&C Primatics leads CECL discussion at AICPA

The American Institute of Certified Public Accountants (AICPA) held its National Conference on Banks & Savings Institutions in National Harbor, Md. last month. Once again, SS&C Primatics had the honor of being a gold sponsor and participating in the speaker series on the Current Expected Credit Loss (CECL) model under ASC 326, Financial Instruments - Credit Losses as subject matter experts.

Oct 29, 2019

Awareness is key to preventing fraud

In order to better understand the means and methods of fraudsters in the digital age, SS&C turned to a panel of industry practitioners representing law enforcement, one of America’s largest banks, a large asset manager, and SS&C’s own experts.

Oct 22, 2019

SS&C Bluedoor helps Britain's largest wealth manager connect with clients

We are pleased to announce that St. James’s Place Wealth Management (SJP) has successfully migrated its customer accounts onto SS&C Bluedoor and Percana Insurance solutions from a legacy application.

Oct 15, 2019

Succession or sell: when wealth managers reach a fork in the road

After upending the commission-driven brokerage model back in the 1980s, the independent, fee-based wealth management business surged beyond anyone’s expectations over the next three decades. It’s no secret that the baby-boom clientele that fueled and sustained that growth is now reaching or well into retirement age.

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