Resources

To survive in today’s market, banks have to think differently. Investing in innovative technologies such as video banking – as part of a digital transformation – is one way financial institutions are adapting. This doesn’t mean humans will be made redundant, but it does mean their roles will change. So, as banks pilot or expand their... read more

The decision to replace an existing family office accounting system or implement technology for the first time requires substantial thought. Many factors must be considered -- from downtime and budget to the availability of internal resources and divergent opinions of family members. Learn how to avoid potential minefields and ensure the success of... read more

A major shift in retail banking is taking place as today’s financial services landscape is more competitive than ever before. The opportunity presented by open banking, facilitated by open APIs, means new players can enter the market from any direction to challenge the status quo and capture market share. A report from Kapronasia in... read more

Small and Medium Enterprises (SME's) have been neglected by banks which lead SME's to turn to alternative financing resources. The traditional banks need to embrace the digital revolution and the power of Fintech's to stay relevant in the fast-moving financial world. This insight paper helps you plan a winning SME Lending strategy. Understand the... read more

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

More and more banks are on their journey to the cloud. It is no longer seen as the future or an emerging trend; it has become a critical tool to remain competitive. But the first question banks must ask themselves is, what does ‘cloud’ mean to them? read more

FundCount's comprehensive accounting and reporting software seamlessly integrates all investment and partnership accounting through a single general ledger. It enables PKF O'Connor Davies' multi-family office and fund administration businesses to support funds, endowments, private foundations, family offices and other clients regardless of... read more

ERMAS Balance Sheet Management solution represents an integrated and comprehensive analysis and simulation framework, supporting the governance of key processes of financial institutions, such as Asset Liability Management and traded and non-traded market risk analysis, funding plan and liquidity risk management, projections of interest margin,... read more

Prometeia supports banks, insurance companies, and other financial service institutions in their digital transformation journey, through the enhancement of internal and external data and the adoption of Data Science methodologies and tools. read more

Prometeia finds that the sign of the impact strongly depends on banks' ability to transmit negative rates to deposits read more