Resources

The insurance claims app from OpenText provides a multiplatform mobile application with a built in workflow to allow users to record accident data at the time and site of the accident itself. The app runs through the information required; other parties names and insurance details, policemans names, names of witnesses etc and uses the phones camera,... read more

Eurozone finance ministers have at last agreed a second bailout for Greece after protracted talks in Brussels ended today. Greece is to receive loans worth more than €130bn but in return it must cut its sovereign debt to 120.5% of its GDP by 2020 and controversially accept an “enhanced and permanent” presence of EU,... read more

Sentinel Bank has implemented six modules of the IPBS private banking system. These included: IPBS/Banking; IPBS/Trust; IPBS/Investments; IPBS/Funds; IPBS/Compliance and IPBS/Remote Access read more

Dartley Bank and Trust has implemented a private banking system from IPBS. The IPBS system provides all of the operational functionality to carry out the traditional banking functions of a bank. Dartley has five staff that use the IPBS system on a daily basis to manage and administer investments for the bank as well as for external clients. ... read more

Bank Cainvest provides an exclusive and personalised private banking service to both High Net Worth (HNW) individuals and institutional clients. The bank has implemented a modular private banking and wealth management system from IPBS. It has enabled Bank Cainvest to enhance its products and services by delivering a fully transparent 24x7 service... read more

Portfolio vs. trade or position level analysis has become increasingly important but can be very resource intensive to implement and support. Download today and learn how to: - Implement a portfolio analysis solution that is easy to maintain, extend, and scale - Engage in best practices in portfolio level analyses such as hedging factors, PFE,... read more

In an increasingly competitive context, ratings, regulations costs and risk control require brokers to reach the highest level of operational efficiency. If major investments have already borne fruit as far as front office optimization is concerned, current differentiation has more of a bearing point on post trade. A broker’s operational... read more

In the online and Co-Lo based financial trading markets, performance, both in terms of latency and throughput is paramount. It is the difference between a firm being „in the market‟ or not. Complete trading systems are built from many complex elements, including market data capture, trading algorithms, trade execution, and in-flow risk... read more

There are 3 key challenges treasuries face when it comes to hedge accounting: 1. What documentation is required to comply with hedge accounting standards? 2. How do you test the effectiveness of your hedges? 3. Which methodology should you use? This paper outlines the principles of hedge accounting under current and expected International and... read more