Insights

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Why better serving business customers is in banks’ interest

17th November 2017

Company: FreeAgent
What if Jonathan Ive was your bank manager? Chances are, a bank run by Apple’s design chief would be simple, effective and do one thing exceptionally well. So why do so many of us feel working with our business bank provider is anything but straightforward? Complaints about banking services continue to increase. Whether it is the cost... read more
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How Millennials may shape the future of asset management

16th November 2017

Company: bobsguide
The PIMFA Millennial Report 2017 was published today, with the aim of learning how the youngest working generation views personal investment management. Bobsguide's very own Millennial, David Beach, takes a look. Foresight is not often associated as the strongest suit of the young. Gratification tends to be instantaneous; remember #YOLO... read more
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Advanced analytics: A primer for AML compliance professionals

16th November 2017

"Advanced analytics” along with words like machine learning, artificial intelligence (AI), supervised and unsupervised techniques, and anomaly detection have quickly become buzz phrases in the anti-money laundering (AML) compliance sphere.  But what, exactly, do these terms mean, and how do we use these technologies to improve our... read more
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Client communication best practice for asset management firms

16th November 2017

Company: FundCount
Planned or unplanned. Formalised or ad hoc, every business communicates with clients in some way. For years, asset management firms routinely churned out cookie-cutter accounting and investment reports and other communications to stakeholders. Little thought was given to the format, frequency, accessibility, delivery medium or other individual... read more
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Secrets of selecting the right TMS

16th November 2017

Most articles on the topic of TMS selection are written by consultants offering their take on the Do’s and Don’ts of process. Then you have articles offering the experience of Corporate Treasurers. These insights can be very useful if you are a Corporate Treasurer looking to select a successful TMS. However, as a vendor, we see all... read more
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Bob’s Guide To… asset management systems: Our survey revealed

15th November 2017

Company: bobsguide
The latest survey in the Bob’s Guide To… series has been published today, and this time we want to know your opinions of the current asset management solutions market. For this survey we would like to ask all asset management professionals, vendors, and consultants from the bobsguide audience to complete the survey below, which will... read more
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Can fintech deliver the personal touch in banking?

15th November 2017

Humans are social creatures. We crave interaction and attention. We like to be treated as individuals and not as “a number”. For example, you feel better when you are recognised at your favorite restaurant or when you are addressed by your name when flying on a plane or when a hotel receptionist says “welcome back”. We all... read more
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Are disruptive technologies a distraction to addressing the burden of legacy technology?

15th November 2017

Company: SimCorp
Market conditions have been less than kind to the asset management industry. Mounting regulatory pressures, the fee squeeze and a continuing low interest rate market have pushed firms to define themselves by their competitive edge. Agility is becoming an increasingly crucial goal for firms, whether it is being able to get new investment vehicles... read more
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Derivatives: Turning risks into opportunities

14th November 2017

Company: Objectway
Derivatives are financial instruments that are often considered complex and much specialised. Derivatives enable full or partial protection against downside losses by creating short position that can cover unpredictable events. While investing in derivatives can be used for hedging, using them to invest in underweighted segments can also... read more