Many investment groups are now entering their budget phase and prioritizing technology initiatives for 2021. Jacobi CEO and Co-Founder Tony Mackenzie weighs in on what investment managers should prioritise most over the next decade.
Branding tips for your FinTech business
Part 1: How to focus on your clients’ problems and why you’re best placed to solve them.
Investment content producers who use performance metrics, data and lead generation numbers to deeper inform their content strategies will succeed.
Confirmation bias is a tendency to seek, interpret, and remember new information in ways that agree with our beliefs. It is, essentially, seeing what you want to see and hearing what you want to hear. In investing, it often leads to disastrous results.
Client fee billing, invoicing and revenue management in buy-side investment management can become a significant source of risk and cost without an efficient workflow and audit process to manage review and approval checkpoints. Here are three key reasons why workflow controls are increasingly important for investment management CFOs and their teams.
OTCFin is applying Machine Learning techniques to give real-time figures of risk measures to our clients. But, what is “Machine Learning”?
The ESG factors that influence portfolios are diverse and numerous. Here are a few points to ponder when integrating ESG data.
The Sovereign Group has agreed a 5-year deal to implement Delta’s next-generation Platinum~Pro platform for the administration of both its SIPP and SSAS books of business.
Forget turning 18, in brain development terms it’s now widely accepted that we don’t become ‘adults’ until we reach 25 years old.
In line with recognising that AI has the potential to greatly improve public services, the UK Government have published a Data Ethics Framework and A
Electra has released new audit and control workflows for its client fee billing solution. Electra Billing 6.0 helps chief financial officers (CFOs) reduce risk by increasing the accuracy and efficiency of approval workflows throughout vital steps in the fee billing lifecycle.
Applications for Cohort 7 of the FCA’s Regulatory Sandbox are now open! The FCA’s Regulatory Sandbox is open to all types of solutions from
