Best Practice


Prometeia gets XCelent Award in Celent Balance Sheet Management&ALM Vendor ABCD

5th November 2020

Company: Prometeia
Celent, the leading research, advisory, and consulting firm focused on financial services technology, recently awarded Prometeia an XCelent Award in the category of Advanced Technology & Analytics for Balance Sheet Management and ALM software solutions. Download the report read more

Two-Thirds Of Pensions Neglect FX Costs

26th October 2020

Financial Times Article that describes how "two-thirds of the pension funds recently surveyed in North America and Europe turn a blind eye to the true cost of currency trades, without probing for a more detailed breakdown of costs.” read more

Sibos 202O Cross Border Fireside Chat with Visa

9th October 2020

Company: Bottomline
Visa and Bottomline discuss the evolution of and outlook for cross-border payments Correspondent banking traces its roots to the Italian Renaissance and trading routes through Florence. Just in time for Sibos, Payments Podcast speaks with Alan Koenigsberg, Global Head of New Payment Flows at Visa Business Solutions, and Rob Eberle, CEO,... read more

Webinar: 4 Steps to a Successful ISO 20022 Migration in APAC

9th October 2020

Company: Bottomline
This webinar will identify the key strategies to ensure a smooth, structured transition to ISO 20022 that provides value and speed to market. read more

Webinar: ISO 20022, Optimising Functionality & Driving Improved Efficiency?

9th October 2020

Company: Bottomline
This webinar will identify the key strategies to ensure a smooth, structured transition to ISO 20022 in Bangladesh that provides value and speed to market and how traditional banking models should evolve to capture additional value and move toward a more collaborative ecosystem that champions the value of a hosted solution and a “buy what you... read more

Webinar: Visa B2B Connect - Cross Border Payments Re-Imagined

9th October 2020

Company: Bottomline
• What pain-points are Visa B2B Connect solving within cross border? • How much flexibility is there for banks within the solution and what is the expected positive impact on overall liquidity? • What is Visa’s short-term roadmap on-the-fly enrolment for Corporates and & Out-of-Network transactions? • What is the anticipated Speed... read more

Virtual Arena Podcast: SWIFT gpi & Universal Confirmations

9th October 2020

Company: Bottomline
Eric Bayle, Head of the UK-based global transaction banking team for Société Générale, and Edward Ireland, Global Solution Lead for Bottomline Technologies, believe ISO 20022 and SWIFT gpi show that interoperability between cross-border payment schemes is not just desirable, but possible. read more

Three Big Reasons Why Client Fee Billing Operations Need Workflows

8th October 2020

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. read more

17a-4 Support for Archiving on SharePoint Online

2nd October 2020

Company: 17a-4, llc
Many institutions retain compliance records on SharePoint Online (M365). However, these often need to be brought into an email archive for both supervision and eDiscovery. The DataParser interface allows for many types of SharePoint content to be captured and formatted maintaining the critical 'chain of custody' necessary for eDiscovery. read more

17a-4, LLC shares DataParser’s Strategic Direction and Open Architecture

2nd October 2020

Company: 17a-4, llc
As many middleware companies are being bought by archive companies, our clients and partners have asked for clarification as to our corporate strategy. This document provides assurances to both content providers (Symphony, Salesforce, Cisco, Microsoft and others) as to our commitment to remaining an independent and neutral facility for capturing... read more