EDM solutions provider GoldenSource has hired Hugh Stewart as vice president of sales of EMEA and Asia, reporting to Neil Vanlint, senior vice president, client operations, EMEA and Asia. Most recently, Stewart served as founder and director of Oroboros, an investment and commercial banking consultancy and advisory company focused on risk management, derivatives and commercial lending.
The digitalisation of financial services is in full flight, as financial institutions strive to offer the same levels of service and improved customer experience that consumer markets have enjoyed for some time. This digitalisation – providing seamless access to appropriate services on demand – requires great emphasis on client data. This changing digital landscape, and...
The TradeWeb fixed income network has launched AccountNet, a real-time database of standing settlement instructions that will enable institutional investors, securities dealers and custodian banks to warehouse and share settlement instructions for client accounts. The launch of AccountNet follows a six-month live test of the system by primary dealers, investment managers and global custodian banks,...
Now in its 9th year, the Eagle Alpha Alternative Data Conference managed by A-Team Group, is the premier content forum and networking event for investment firms and hedge funds.
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.