Best Practice


The Forrester WaveTM: Digital Wealth Management Platforms, Q1 2020

7th April 2020

Company: Prometeia
Prometeia has been identified as a leader in Digital Wealth Management Platforms by independent research firm Forrester in its Forrester WaveTM: Digital Wealth Management Platforms, Q1 2020. According to the Forrester report, Prometeia has designed a platform that differentiates with its ability to solve wealth management-specific challenges, such... read more

Cloud Adoption Special Report

2nd April 2020

Company: CompatibL
Learn how CompatibL Technologies enables customers to embrace these technologies by downloading our Cloud Adoption Report, published by Discover how companies can move their enterprise applications to the cloud, how CompatibL can reduce the infrastructure costs of CompatibL Risk Cloud deployment in the AWS and Azure cloud, and how it... read more

COVID-19 Treasury & Finance Resource Center

2nd April 2020

Company: Kyriba
In the midst of the COVID-19 pandemic, health and business-related fears are at the forefront of everyone’s minds. Kyriba has already activated our Global Crisis and Regional Incident Management teams to ensure consistent monitoring of the spread and impact of the virus in an effort to keep our employees safe and deliver uninterrupted service to... read more

Bank Connectivity Whitepaper

25th March 2020

Company: OpusCapita
Bank Connectivity: The Ultimate Guide Considering the critical importance of bank connectivity, it’s a surprise that many corporations still make do with online banking tools and manual processes for uploading and downloading data. Your company’s bank connectivity solution impacts: The ease and security of your organization’s payments *... read more

Rule 17a-4 Compliance for Algorithmic Trading and Robo Advising Software

3rd March 2020

Company: 17a-4, llc
We are seeing an increased regulatory focus on the preservation of trading and robo advising algorithms. For instance, if a robo advisor advises a particular purchase, the code behind that recommendation needs to be retained and available if called upon by a regulator. Software developers have systems but often the question as to what code was... read more

Improving Customer Experience through Remote Account Opening

26th February 2020

A multi-national bank has customers in 70 different countries, many of which do not have physical branches. Workflow previously required remote customers to verify identity through a branch or on-site visit to an embassy, coupled with paper forms to be completed. Not only was this inconvenient to customers, it slowed down the process and enabled... read more

A guide to selecting a Treasury ALM system

21st February 2020

Company: MORS Software
On the lookout for a new Treasury or ALM system (or both) for your bank? Download the guide and find the best solution for your bank! As the financial industry has evolved, so have the Treasury and Asset Liability Management tools and technology. We put together a comprehensive guide of the top tips, features, and questions you should be focused... read more

Technology Innovations for Improving Your AML Program

20th December 2019

Learn how and when to adopt tech-driven tools to boost your AML program in this webinar, as we examine topics like: - Optimizing data-driven tools such as entity-relationship modeling to refine detection of behavioral and transactional risk indicators - Creating tech-led alert investigation protocols for efficiencies and mitigate limitations of... read more

The power of platforms: Developing new business models with future technology

12th December 2019

Company: Finastra
Interoperability across international trading frameworks is essential for networks and institutions to be able to harness a growing ecosystem of services. Three factors underpin an effective trade strategy for retaining cost-effective operations, growing revenues and relevance. Read on to find out more read more

Bullet-Proofing your Treasury & ALM Target Operating Model for the 21st Century

11th December 2019

Company: MORS Software
When the ECB/SSM released the 2018 SREP results earlier in April 2019, the title of the press release was “Banks must improve risk management”, reaching the conclusion that, when compared with results from 2017, bank governance and risk management have worsened. MORS Software will discuss the 2018 SREP results and demonstrate how both efficient... read more