Resources

CREALOGIX conducted consumer research in the UK to discover people's attitudes towards investing and wealth management. - What factors are important in attracting investors to wealth management services? - How do different generations compare in their attitude towards new digital services? - What misconceptions and habits do wealth managers... read more

The pain of the global financial crisis, and the subsequent regulations, is starting to fade from view. The asset management industry is now at a crucial juncture, facing new challenges that will transform the business. In active management, the industry has created more complex products to generate alpha, while the growth of passive management,... read more

Spreadsheets have been the backbone of the financial world since the age where desktop computers sprawled across an entire room of office cubicles. Yet relying on spreadsheets comes with a level of risk, and in a financial world which is embracing automation solutions for payments and cash management, they’re destined to become a thing of the... read more

A TRUE STORY of how a Corporate Treasurer of one multinational unlocked over £150K in net new interest income overnight after discovering funds that were going uninvested - Could you unlock something similar for your organisation? read more

In his whitepaper, BELLIN TMS user Royston Da Costa outlines the risks treasurers are faced with and talks about how you can get your company “fraud-proof.” read more

Active managers are challenging the industry’s most fundamental pricing principle: the traditional, flat-rate management fee. Firms with complex fee structures need a highly sophisticated billing and expense management system to calculate variable fees, and report on them to clients and regulators. Firms can no longer rely on spreadsheets, models... read more

According to our research, two-thirds of banks and financial services firms have application development backlogs, and less than half say that the situation has improved since last year. If you feel like legacy gridlock, regulatory compliance, and security overheads are slowing the pace of digital innovation for your firm, you are not alone. Over... read more

Net interest is the key earnings indicator for banks. Especially in times of low interest rates, it is of utmost importance to quickly recognize business-threatening interest rate risks. The ALM software solutions available today offer a multitude of complex functions and evaluation options—their acquisition, implementation and maintenance,... read more

AutoRek can help to maintain master data at all stages of the subledger process including; Recording and monitoring transactions on a policy basis supporting robust insurance reconciliations, exception management and meaningful MI. Structuring data enabling automatic generation of forms, documents and feeds to other internal systems. Housing all... read more

An immersive look into multilateral netting by dissecting the steps to establishing baseline protocol for implementation, the associated benefits and potential hurdles to consider. read more