White Papers

Today, technology is developing faster than at any time in history, and the way customers interact with banks and financial institutions is rapidly changing. Data from a report by the the US Federal Reserve Read more »

One of the primary reasons that inclines rms toward a self-build approach is that those within the organisation know the business best, and therefore the resulting solution should cater for the exact needs of the organisation and how it currently approaches its business. Read more »

80% of reps think they are good at qualifying opportunities, but 51% of forecasted deals do not close The most pressing challenges amongst leaders were lead quality & quantity (46%), rules and procedures (11.5%), and training and development (8%) Read more »

Read the eBook and learn why gaining complete visibility of the customer and business processes is crucial when pursuing operational excellence https://www.bpmonline Read more »

In a world defined by its interconnectedness, any mistakes or malevolent activity taking place in the trillion dollar asset management industry will cause ripples of consequence across continents and societies. Read more »

Synthesize holistic wisdom from core systems and not just from channel silos. Read more »

Over the course of many centuries, the banking and insurance industries have developed processes, products and infrastructures that have shaped the economic history of humankind. Read more »

Technology and regulation are revolutionising the relationship between the buy and sell-sides, creating a ‘digitally led’ engagement model which will radically alter both the consumption and provision of investment recommendations.  Read more »

The financial services industry is undergoing significant technological change, and the fund management industry will not be excluded from this. Read more »


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