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Oct 7, 2019

Automation & digitization: how to win the digital prize in the insurance industry

Is there any industry more ready for a digital leap forward than insurance? The business is largely powered by vast and growing volumes of data and the timely, accurate execution of processes and workflows that today involve a lot of human hands.

May 30, 2019

3 ways to use RPA for bottom-line impact

Faster and more accurate ways of doing business have always been a priority. Robotic Process Automation (RPA) can help reduce your costs while improving the quality of many repetitive, high-volume tasks.

Aug 24, 2018

Optimizing reconciliation effectiveness with automated workflows and the four-eyes principle

As markets become more diversified, reconciliation has become more specialized.  Compounding this, rising regulatory requirements, both internal and external, have made it a necessity for operations teams to have a specific tool to effectively manage their daily reconciliation processes. 

Jun 1, 2018

Automating month-end audited data

Two years ago, we started working with one of our clients to get custodians to provide month-end audited data electronically. Find out how this has helped our clients thrive.

Apr 13, 2018

Benefits of tax automation

In an increasingly complex business world, automating the tax process is necessary for increasing accuracy and driving efficiency.  Tax automation improves transparency and compliance, mitigates undue burdens on personnel, allows for greater collaboration and ultimately allows for a more sustainable tax platform.

Mar 15, 2018

Step out of the shadows: Automatically handle your ‘shadow accounting’ needs

As an accountant, why is it important to remmeber the 2008 financial crisis in seemingly good times? The reason is that now is the time to be planning for the challenges that a tough economic climate can bring to your organization when the credit cycle changes.

Mar 12, 2018

Automating reconciliation, from an accounting point of view

As investment strategies evolve, data providers are more than just custodians, registries and order management systems but now also include alternative asset holders, foreign banks, real-estate trusts and more. The question we must now ask is: has your reconciliation process kept up?

Feb 22, 2018

Corporate actions management : Reducing risks through increased automation

Processing corporate actions in the global services industry is riddled with risks. In fact, it’s arguably one of the most inefficient, complex and manual processes in the back office. We all want to be more efficient and accurate and we certainly want to reduce our operational risk, but how do we achieve that?


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