Asset management client engagement playbooks
Author: Accomplish – www.accomplish.world In brief Can you name 7 behavioral biases you should incorporate into your sales funnel? And what is the behavioral science
Author: Accomplish – www.accomplish.world In brief Can you name 7 behavioral biases you should incorporate into your sales funnel? And what is the behavioral science
At the recent InvestOps USA event in Orlando, FINBOURNE’s Christopher Farrell and a series of data experts explored the characteristics of a ‘data-first’ mindset, and a culture where data is not just an afterthought but a strategic asset driving decision-making at every level.
Gain insights into Operational Resilience with Ruleguard’s on-demand webinar. Learn about third-party risk management, international developments, and strategies for continuous improvement.
Search Engine Optimisation (SEO) is a core marketing strategy for any business with a website. It is a medium to long term play, with the aim of attracting a greater number of relevant visitors.
Tumelo’s latest thought-leadership endeavour focuses on pass-through voting in the US market, featuring insights from leading representatives at Franklin Templeton, Vanguard, AFL-CIO, Seattle City ERS, SBA of Florida, San Francisco ERS, American Century Investments, LGIMA and more.
This article explores the regulatory landscape of AI in financial services, discusses the establishment of the Artificial Intelligence Public-Private Forum by the UK’s Financial Conduct Authority and Bank of England, and highlights the importance of managing AI risks effectively.
At the recent A-Team Data Management Summit in London, Chris Brook, Head of Architecture & Co-Founder at FINBOURNE Technology, joined a panel of industry experts to explore unlocking business potential in the cloud. Read our summary to find out more.
BondAuction will continue to deliver innovation and collaboration into the Primary Debt Capital Markets space and to improve the process for Issuers, Underwriters, and Investors alike.
The Investment Association’s (IA) FinTech hub and accelerator, IA Engine, has today announced the latest firms to join its Innovator Programme, as well as a
This article outlines the impacts of financial promotion compliance, provides case studies, and offers best practice suggestions for how technology can enhance the approval process efficiently. By leveraging robust tools, firms can ensure compliance with regulatory obligations, demonstrate oversight, and streamline the approval workflow for the benefit of both the organisation and its clients.
Financial technology (fintech) start-ups are rapidly changing how people manage their finances.
IA Engine has published a paper that provides a blueprint for FinTech engagement and onboarding. This report, published by the IA Engine, analyses the current
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