Best Practice


Automated FINRA Transaction Reporting - New eBook

13th May 2019

Real Time electronic processing of transactions from source system to regulatory endpoint eliminates human inputs and errors resulting in higher operational efficiencies. Even with multiple trade entry screens, operations and compliance teams need to manually find the transaction data to report.This eBook will guide you through how to achieve... read more

A short eBook outining the steps required for CTCI to FIX Migration

13th May 2019

From February 2020, the options for electronic reporting under FINRA TRACE are changing. It will no longer be possible to use the Computer-To-Computer Interface (CTCI) to submit data. If you handle your own submissions, you’ll need to switch to the preferred industry-standard Financial Information eXchange (FIX) API for electronic filing. The... read more

IDC MarketScape: End-to-End Worldwide Corporate Banking - Vendor Analysis

6th May 2019

Company: Finastra
This new IDC MarketScape presents the key considerations for bank CIOs and heads of corporate banking as they evaluate corporate banking software. Find out why Finastra has been named a leader in end-to-end corporate banking. read more

Modern Capital Investment Management in Insurance Companies

16th April 2019

Company: zeb
Ongoing low interest rates increasingly pose challenges for the insurance industry. In order to leverage urgently needed return potential in capital investments, increasing the risk tolerance within the portfolio is key, albeit a subject of controversial market debate. It will also be necessary to harmonize management perspectives, such as Solvency... read more

Strategic guide to selecting a digital banking platform

4th April 2019

Company: Five Degrees
To make the full switch to digital banking, you require a digital banking platform. However, how do you determine which platform best suits your strategy? The Strategic Guide to Selecting a Digital Banking Platform helps you plan your route through your digital transformation. Learn about setting your requirements for moving to a digital... read more

Powering Your Digital Transformation

4th April 2019

Company: Micro Focus
At Micro Focus we help you run and transform your business. Driven by customer-centric innovation, our software provides the critical tools you need to build, operate, secure, and analyse the enterprise. By design, these tools bridge the gap between existing and emerging technologies—which means you can innovate faster, with less risk, in the... read more

5 Common Challenges Emerging Managers Underestimate

30th March 2019

A quick, and time saving, overview of 5 of the most common mistakes made by managers and the most efficient way to gain resolution: Average Pricing, Trade Flow, Straight Through Processing, Secuirty, and Trade Breaks. read more

Dispelling the myths around UK Payments

4th March 2019

Company: AccessPay
New tech is changing how businesses handle and store money. The payments landscape is shifting so rapidly, and with new laws like PSD2 coming into play, it’s all a bit of a blur. Quite understandably you may have concerns that you’ll have to pay a large amount of money to update your ERP, TMS and payroll systems if you want to get on board... read more

What is Request to Pay and how does it work?

25th February 2019

Company: AccessPay
Request to Pay (RtP) is one of the first outputs of Pay.UK’s plans to deliver the New Payments Architecture. It’s a secure messaging service that will be overlaid on top of the UK’s existing payments infrastructure as a more flexible way for businesses and consumers to settle payments. Read the full article... read more