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Feb 2, 2021

The need for a more data-driven approach to sales

We hear two questions in almost every conversation with clients:

  • Where is our firm winning/losing the most?
  • What are the winners in the space doing?

These questions target integral aspects of assessing the efficiency and effectiveness of their organization's distribution efforts; but, without being appropriately framed to factor in their firm's value proposition, core competencies, platform placement, performance, pricing, distributor relationships, etc., these questions do not accurately evaluate their efforts.

Mar 13, 2020

Unlocking the full potential of your data

One of the most prominent challenges when it comes to data access is the increasing expectation of stakeholders. The more data available, the more complex the requirements tend to become; it’s a self-perpetuating problem that will only get bigger if you are not employing the right technology.

Nov 7, 2019

Could managed data services improve your investment operations?

You can outsource routine, repetitive data management and gain a range of benefits that improve current operations and position you better for future business. Vendors can collect, aggregate, normalize and cleanse data; identify and remediate exceptions; and deliver ready-to-use data to your systems for you.

Apr 19, 2019

Three keys to achieving 40% more efficiency in commercial lending ops

A recent assessment published by the Mortgage Bankers Association estimates that commercial and multifamily mortgage originations increased to more than $573 billion in 2018.

Feb 1, 2019

Slow & steady wins the race when approaching your data analytics strategy

Firms want to win the data game. Fast. All too often we see firms sprint ahead to invest in a data analytics platform without first having a holistic data strategy in place.

Dec 10, 2018

Making the case for alternative data to improve portfolio performance

Ernst & Young’s 2017 Global Hedge Fund and Investor Survey showed that 78 percent of hedge funds currently use or expect to use alternative, or non-traditional data, in their investment process. That number is up from 52 percent the year before. For investment firms grasping for alpha in the midst of margin pressures, alternative data presents a compelling opportunity. But, despite the growing recognition of its potential value, myriad challenges keep some firms from going all-in on alternative data.

Oct 12, 2018

Information security: learning from the past, preparing for the future

Security breaches are an unfortunate reality that companies face today.  How to keep both your own and your clients’ information secure is top of mind for executives.  A panel at this year’s SS&C Deliver 2018 conference addressed these concerns and gave insight into what to consider when thinking of information security.

Oct 11, 2018

What is the future of distribution for asset management organizations?

What is the future of distribution for asset management organizations? We posed this question to attendees of our 2018 Distribution Summit in New York. 


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