Whitepapers

The banking industry moves quickly towards an interconnected model, which means banks need to integrate third party services. Customers increasingly demand a seamless digital experience, and by making smart use of API’s, existing core banking systems should enable any bank to provide this experience. In this paper, we explain how banks can... read more

Family offices spend a whopping 20-40% 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

The past ten years have seen financial industries grapple with a tsunami of change. Technological advancements are driving drastic changes in the competitive landscape and client behavior. These changes are the subject of research undertaken by Celent – find out more! read more

As a bank or credit union leader, the news that development and support of your core system is ceasing can be shocking and stressful, and it can pull your entire organization into disorganization. After all, the core system isn’t just a piece of software that you occasionally use; it’s the entire backbone of any financial institution and a... read more

Within the next ten years, platformification will be in common use as a means to aggregate analytics tools, data sources, and data management services. Adapting to the cloud is not only important, it's necessary for platformification in banking. Legacy systems that are unable to work with platforms will hinder growth for community banks and credit... read more

When it comes to new technology, it appears that the operations functions of asset management firms are often dipping their toes in the water, rather than taking the plunge. Advances such as Artificial Intelligence (AI), Cloud Computing, Distributed Ledger Technology (DLT) and Robotic Process Automation (RPA) have the potential to further... read more

Would a detailed analysis of how banks are adopting emerging technologies benefit you in your role? DLA Piper’s exclusive whitepaper delivers insights from key banks on how big data, open banking, blockchain, AI and machine learning are creating opportunities in the financial services landscape. Highlights include: • Collaboration and... read more

In this eBook, The ID Co. guide lenders in what is required in assessing affordability. Traditionally this has been done using CRAs. But is there a more efficient way of understanding an applicants suitability for a product? We discuss whether the use of Open Banking and bank data can provide all the information a lender requires. read more

Starting on 30 June 2019, EBA Guidelines on IRRBB enter into force for EU institutions. Waiting for more detailed instructions by the European regulator for implementation, Prometeia promoted a web-based industry survey involving ALM, Treasury, Market & Liquidity risk units from almost 50 financial institutions to understand whether and how banks... read more

Evolving regulatory requirements, rapidly advancing technology capabilities, increasing customer demands, and competition from upstarts are all forcing financial services firms to rethink the way they operate. This digital transformation imperative requires financial services organizations to improve—and often completely overhaul—their... read more