White Papers

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 »

Credit cards have evolved from magnetic strips to chip-and-pin, chip-and-choice, and chip-and-signature cards. EMV is now the de facto global standard for the chip technology embedded in financial payment cards. Read more »

Performance measurement has evolved in banking industry from being just organizations’ high-level KPI management to driver based strategic decision management where driving elements are region, branch, line-of-business, customer, instrument. Read more »

This paper is intended for readers who want to better understand the dramatic changes that have begun to take place—and that are accelerating—in the global payments industry. Read more »

Banks and financial institutions are seized with newer forms of threats to the safety and security of their data, a critical asset for any organization. Read more »

Banks are beginning to adopt some digitisation in their traditional trade offerings but the dilemma for banks today is how to replicate the low risk attributes and intermediation given by traditional trade, in an environment where customers want the simplicity and low cost efficien Read more »

This white paper examines the challenges facing providers in administrating business in the life and pensions industry as we move towards the third decade of the 21st Century, and it considers what are the fundamental requirements needed for an administration system if it is to mee Read more »

Traditional banks are facing a massive change to the way they do business - and how they interact with their own customers - in the shape of the second iteration of the Payment Services Directive (PSD2).  Read more »

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