Best Practice

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Building a Business Case for Enterprise-to-Bank Integration

20th November 2019

Company: AccessPay
The roles of treasury and finance professionals is on the cusp of transformation, this is being spurred on by Enterprise-to-Bank Integration platforms that are eliminating hours of needless spreadsheet work. Find out how you can be on the winning side of this change in 2020 by reading this new eBook from AccessPay – leaders in connecting... read more

Assess Your Firm’s Readiness for AI

21st October 2019

Answer these 14 questions to reveal your AI readiness score. There is a great deal of interest and investment in AI, but a lack of live production systems. Do you have a clear corporate strategy and the basic building blocks to facilitate successful AI adoption? Answer these 14 questions to find out your AI Readiness score and get suggestions for... 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

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

Consolidated Audit Trail (CAT): The Saga Continues

29th August 2019

Authored by CAT expert and Inforalgo advisor, Harshad Pitkar, this eBook brings readers up to date on the Consolidated Audit Trail and presents a 4-point action plan for Capital Market participants read more

Deposits-Customers-Accounts Trifecta: Winning the FDIC Part 370 Data Race

20th August 2019

Company: AxiomSL
AxiomSL shares information, ideas and best practices that enable an organization to be prepared for the FDIC Part 370 reporting kickoff on time. Using the Service Level Expectations process concepts discussed here, CIs can incrementally and continuously improve the quality of deposits-customers-accounts data flowing through the organization. CIs... read more

Return on Data Investment: Thoughts from the Banks of Data Rivers

20th August 2019

Company: AxiomSL
The data-river process concept, the Service Level Expectations (SLE) concept and the five techniques discussed in this paper — The Investment for Conformance, The Investment to be Competitive, The Price of Nonconformance, The Cost to Withstand Audits and The Cost to Manage Change — can enable you to organize, prioritize and justify continuous... read more
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Guide | Multilateral Netting | Implementation and Best Practices

7th August 2019

Company: BELLIN
This guide titled: Multilateral Netting Implementation and Best Practices delivers: A step-by-step guide to an ideal multilateral netting implementation workflow Best practices to establishing ideal systems How BELLIN’s tm5 makes the entire process simple and straight-forward read more
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Guide | Corporate Payments | How to Establish Optimal Bank Connectivity

7th August 2019

Company: BELLIN
This guide explains the current payment system landscape, connectivity options, and provides an internal connectivity checklist for you to use when reviewing your company’s current landscape. Finally, we explain how to define clear and structured project goals and outcomes. read more