Whitepapers

Family offices spend up to 40% of working hours on manual processes. This is just one of the many findings detailed in Family Office Focus: Efficiency in Accounting and Investment Analysis, a comprehensive research report by Family Wealth Report in partnership with FundCount. Download your free copy now. read more

In this white paper, we explore several compelling use cases for AI, why financial institutions should embrace the opportunities inherent in cognitive technologies and present a road map for forward-thinking banks and credit unions to use in transforming the way they engage and serve their customers. read more

In this white paper, we explore the transformation happening in retail banking as a result of changing customer expectations, the rise of the millennial generation and the rapid adoption of new technologies, and present solutions to help your financial institutions transform the retail bank into a profit center and source of loyal, long-term... read more

In this white paper, we will offer a guide to successfully create an experience known as digital engagement, which allows a bank the opportunity to re-imagine what the customer journey can be. read more

In this white paper we will describe how big data analytics and data integrations can easily and inexpensively integrate a bank's data into a single source of truth. With all of an institution's data in one place, thanks to data integrations and data analytics, management can have a single system to operate the entire bank. read more

In this white paper we offer a guide to various loss methods financial institutions can utilize in order to collectively review loans and other assets at an amortized cost in order to comply with the new CECL Accounting Standard Update (ASU). read more

In this white paper, we explore the challenges organizations face as they struggle with new technology, evolving customer expectations and workplace culture, and present a six-step roadmap to successfully manage change in your financial institution. read more

In this white paper we explore how financial institutions can harness the power of artificial intelligence and other cognitive technologies to capture deeper customer insights, make informed, data-driven decisions and transform the Agile Enterprise into an Intelligent Enterprise. read more

Download this new global market study to learn more about the drivers for investing in post-trade technology and understand the pinch points in current derivatives operations, and the future outlook of the post-trade landscape. read more

In my last blog, looking at the rise of the challengers to the traditional banking industry, I stated “these ‘lightweight’ contestants in the banking market have harnessed new technologies and processes to deliver a better customer experience.” The blog elicited a comment from Kevin Gillespie when posted on LinkedIn – “You... read more