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Video: Insurers turn to tech amid disruption and payouts
Insurance

Video: Insurers turn to tech amid disruption and payouts

1y | By Emma Olsson, Reporter

Video: Insurers turn to tech amid disruption and p...

Insurers are embracing technology as the pandemic continues to disrupt the industry, but interest in partnerships does not yield immediate implementat...

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Video: “Panic and preparation” in insurance as IFRS 17 looms
Insurance

Video: “Panic and preparation” in insurance as IFRS 17 looms

2y | By Alex Hamilton, Reporter

Video: “Panic and preparation” in insurance as IFR...

Pockets of panic are rampant among market participants as the reality of complying with IFRS 17 comes into focus, according to Mike Kelly, insurance s...

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Mifid crackdowns can be smoothed with software enhancements
Trading & brokering

Mifid crackdowns can be smoothed with software enhancements

2y | By Michael McCaw, Editor

Mifid crackdowns can be smoothed with software enh...

With historic fines being levied for breaches of the Markets in Financial Instruments Directive (Mifid) and national conduct authorities (NCAs) sugges...

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Mifid II: one year on
Insurance

Mifid II: one year on

3y | By Marc McCarthy, Associate Director, Business Consulting

Mifid II: one year on

Having worked on many large-scale projects, nothing beats the feeling of completing something you have laboured over for months and years. The uphill ...

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CASS – audit of IT systems
Insurance

CASS – audit of IT systems

3y | By Gillian Boston, Head of Business Consulting

CASS – audit of IT systems

It is fascinating that 10 years on from the collapse of Lehman Brothers, the Client Assets sourcebook (CASS) is still high on the regulatory agenda. T...

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The back office revolution
Insurance

The back office revolution

3y | By Gillian Boston, Head of Business Consulting

The back office revolution

Wherever you look and in whatever industry sector you might be in, some back office functions still appear to be operating in the dark ages. That'...

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MiFID II Transaction Reporting: where are we now?
Asset management

MiFID II Transaction Reporting: where are we now?

3y | By Marc McCarthy, Associate Director, Business Consulting

MiFID II Transaction Reporting: where are we now?

It has been more than six months since the go-live of MiFID II and for most executing firms transaction reporting has become part and parcel of their ...

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CASS: The glide path to automation
Insurance

CASS: The glide path to automation

3y | By Gillian Boston, Head of Business Consulting

CASS: The glide path to automation

Do you get that sinking feeling when the CASS audit is approaching? Are you uneasy about loose ends? Do you think ‘oh no not again’? Here ...

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Financial controls - how transparent is your control landscape?
Insurance

Financial controls - how transparent is your control landscape?

4y | By Gillian Boston, Head of Business Consulting

Financial controls - how transparent is your contr...

In the last few months there have a been a number of well-known companies that have unfortunately hit the headlines for the wrong reasons – Cari...

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CASS 2018: The Year of the Dog
Asset management

CASS 2018: The Year of the Dog

4y | By Gillian Boston, Head of Business Consulting

CASS 2018: The Year of the Dog

There appears to be a plethora of headlines so far this year with a common theme – 2018 is the year of regtech, fintech, the year of digitisatio...

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Five factors to improve year end processes
Banking

Five factors to improve year end processes

4y | By Marc McCarthy, Associate Director, Business Consulting

Five factors to improve year end processes

As with every New Year, January marks a particularly busy month for two sets of professionals: personal trainers and accountants. Gyms are at their bu...

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Key ingredients to a Fast Close
Treasury

Key ingredients to a Fast Close

4y | By Marc McCarthy, Associate Director, Business Consulting

Key ingredients to a Fast Close

With the end of 2017 fast approaching, many finance professionals might be counting down the days with some degree of dread. Year End is just around t...

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MiFID II transaction reporting: Are you ready? If not, why not?
Asset management

MiFID II transaction reporting: Are you ready? If not, why not?

4y | By Gillian Boston, Head of Business Consulting

MiFID II transaction reporting: Are you ready? If ...

With 3 January 2018 fast approaching, the shots have been fired by the FCA! Last month, Merrill Lynch was fined £34.5m for failing to report tr...

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Should MiFID II be your New Year’s Resolution?
Insurance

Should MiFID II be your New Year’s Resolution?

5y | By Marc McCarthy, Associate Director, Business Consulting

Should MiFID II be your New Year’s Resolution?

There is no doubt that myriad regulatory regimes are competing for your board’s attention for planning and budgetary discussions for the upcomin...

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Post-Panama: Why your AEOI frameworks must now be automated, auditable and adaptable
Banking

Post-Panama: Why your AEOI frameworks must now be automated, auditable and adaptable

6y | By Gillian Boston, Head of Business Consulting

Post-Panama: Why your AEOI frameworks must now be ...

Hot off the heels of the Panamanian documents leak, 5 EU countries announced last month that they have agreed to exchange beneficial ownership informa...

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CP16/4 Loan-based crowdfunding platforms and client money segregation
Banking

CP16/4 Loan-based crowdfunding platforms and client money segregation

6y | By Gillian Boston, Head of Business Consulting

CP16/4 Loan-based crowdfunding platforms and clien...

On 21 January 2016 the FCA issued consultation paper 16/4 (CP 16/4), proposing changes to client money requirements for firms that operate crowd fundi...

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The Rising Requirement for Robust Regulatory Reporting
Banking

The Rising Requirement for Robust Regulatory Reporting

6y | By Gillian Boston, Head of Business Consulting

The Rising Requirement for Robust Regulatory Repor...

Best-in-class technology offers the complete functionality to automate data management and reconciliation processes, provide enhanced financial and op...

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Why CRS is much more than global FATCA
Banking

Why CRS is much more than global FATCA

7y | By Gillian Boston, Head of Business Consulting

Why CRS is much more than global FATCA

US FATCA repeal attempt At the end of March 2015, the US Senate attempted to submit an amendment to repeal the Foreign Account Tax Compliance Act (FAT...

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PS14/9 – will it truly make a difference to client protection?
Banking

PS14/9 – will it truly make a difference to client protection?

7y | By Gillian Boston, Head of Business Consulting

PS14/9 – will it truly make a difference to client...

The advent of PS14/9 highlights the FCA’s continued focus on the importance of client protection. PS14/9 mandates that firms must put in place s...

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Client Money and Assets Protection - the reason for being in Financial Services and yet...
Banking

Client Money and Assets Protection - the reason for being in Financial Services and yet...

8y | By Jim Muir, Director

Client Money and Assets Protection - the reason fo...

The issue It’s a long established principle in Financial Services all over the world that an institution should protect its clients’ asset...

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