Frank Piraino has joined Xcitek as senior vice president with responsibility for managing client relationships and sales operations for the company’s flagship corporate actions software solution in New York. He was previously vice president of global sales operations and marketing for GoldenSource Corp.
Clients expect you to seamlessly deliver a range of transfer services. They expect you to delight their investors and ensure you have a robust onboarding and compliance process in place. They also want you to help them ensure they comply with shareholding obligations and corporate actions. With digital expectations becoming ever higher, how will you...
Just over a year into his tenure as chief executive of financial data automation provider SmartStream, Akber Jaffer finds himself surveying a data industry that’s changed enormously over his short time at the UK-based company. Chat GPT was a year old when he took on his new role and the artificial intelligence (AI) technology’s revolutionary...
Now in its 9th year, the RegTech Summit in London will bring together the RegTech ecosystem to explore how the European capital markets financial industry can leverage technology to drive innovation, cut costs and support regulatory change.
Client onboarding is central to the success of banks, yet it continues to present challenges and the benefits of getting it right are difficult to achieve. The challenges arise from siloed systems, manual processes and poor entity data quality. The potential benefits of successful implementation include excellent client experience, improved client acquisition and loyalty, new business opportunities, reductions in costs, competitive advantage, and confidence in compliance.