Marketing / PR Insights

InvestCloud appoints new CFO California-headquartered InvestCloud has appointed Rebecca Sanchez Sarmiento as CFO, the company announced on July 2. Sarmiento joins from ATTOM Data Solutions, where she held a similar role. Previously, she was at Smart & Final, Deutsche Bank, and Citigroup. At InvestCloud, she will oversee the finance and... read more

The risk management landscape is one that is evolving rapidly, alongside new regulatory requirements and technological innovations. Firms are still feeling the aftereffects of the second Markets in Financial Instruments Directive (Mifid II), while geopolitical events have led to challenging market conditions. To further understand the state of... read more

The investment banking sector has coped with relentless regulatory change over the last 10 years. However, despite these tighter regulations and updates, the industry has continued to flourish. Indeed, the regulatory demands have led to an increased focus on streamlined processes and innovative technology. For transaction reporting in... read more

Over the past few decades, the way banks, financial institutions and corporates have approached risk management has changed seismically. While risk management departments have sprung up at larger organizations the risk function has embedded itself as a core function, shaping policies, corporate decision-making processes and the way each firm... read more

Transaction vs holdings-based performance calculations It’s important for your firm to know the pros and cons of each method. Whilst both methods provide inputs to analysis providing a breakdown of the returns, enabling the effectiveness of various investment strategies to be evaluated and explained, it is important to understand that... read more

Considering it was heralded as one of the biggest revolutions in retail banking of recent times, consumer awareness of open banking remains disappointingly low in the UK. In new research conducted by CREALOGIX, two thirds of the 2,000 respondents questioned had no idea what open banking was or is. Furthermore, less than 8% of respondents regarded... read more

Financial services has found itself cut off from the technological developments of other industries, and an unwillingness to catch up will see it experience further problems, according to a panel at Money 20/20 in Amsterdam. “Banks have found themselves marooned from the main development strand of technology,” said Paul Taylor,... read more

The Eurosystem project to consolidate TARGET2 and T2S and to meet changing market needs by enabling a truly real-time 24x7 settlement infrastructure for cash, securities and collateral aims at increasing efficiencies and optimising liquidity management across all TARGET Services. The go-live is scheduled for November 2021, with a big bang... read more

The Wolfsberg Group, an association of 13 global banks which aims to develop frameworks and guidance for the management of financial crime risks, issued new guidance for sanctions screening earlier this year to provide  financial institutions (FIs) with a stronger toolkit for dealing with money laundering, sanctions and bribery and... read more