Best Practice


8 Ways to Improve Account Holder Service

15th October 2019

Company: Finastra
Providing exceptional service in your bank or credit union helps attract and retain customers or members. As technology becomes more robust and consumer buying habits shift, financial institutions must constantly be looking for areas of innovation and ways to meet the demands of a 21st-century consumer. Things to do: Empower your employees, provide... read more

7 Pitfalls That Can Derail Your Technology Project

14th October 2019

Company: FundCount
The decision to replace an existing family office accounting system or implement technology for the first time requires substantial thought. Many factors must be considered from downtime and budget to the availability of internal resources and divergent opinions of family members. Learn how to avoid potential minefields and ensure the success of... read more

Cash flow forecasting reveals your company’s true liquidity

10th October 2019

Company: Analyste
Liquidity is in all it's simplicity the amount of money you have to pay the bills. It is essential for a company to always have enough money to handle current and future payments. So how you ensure you have enough liquidity at all times? Read this blog and find out! read more

Leveraging AI in the fight against financial crime

9th October 2019

Artificial intelligence (AI) and machine learning are proving invaluable in shaping the banking landscape of the future – not only for attracting and retaining consumers, but also in the fight against financial crime. But if banks are adopting AI, so too are their attackers. It’s clear that AI must be used widely to combat crime, but it must... read more

Join The Alliance of Professionals Tackling Cyber Fraud

9th October 2019

Fraud accounts for nearly half of all crimes, and over half of all frauds are cyber-enabled. Cyber fraud is also a primary motivator for cyber attacks, so should be high on the agenda for security and fincrime teams. The Intelligence Network is an industry initiative launched by BAE Systems in July 2018. It is powered by a global community of... read more

Bad Recs Can Halt Front Office Growth: Q&A

5th October 2019

John Landry, CEO of Electra Information Systems, talks to FTF News about industry issues and why the company won the Best Reconciliation Solution award for the third time in a row in 2018. read more

Why Investment Managers Should Stop Managing Reconciliation Processes in Silos

5th October 2019

An investment manager’s post-trade operations environment generally evolves as the firm grows. Technology solutions are important for helping firms manage increased trade volumes, mitigate risk and lower costs. Operational efficiency is always the goal, but over time, siloed solutions used to manage a particular area of operations get in the way... read more

Saferoad case study

3rd October 2019

Company: Analyste
Trezone has helped Saferoad to save plenty of time because Trezone has replaced several spreadsheets. read more

Infographic | The 7 Core Benefits of a Treasury Management System

2nd October 2019

Company: BELLIN
Discover the key benefits of a treasury management system, including boosting productivity and maximizing security and control. read more