Interactive Data’s chief marketing officer Mary Ivaliotis is the latest exec to depart the data vendor following its post-acquisition management shake up at the start of this year. Last month, president of institutional sales Cort Williams jumped ship to join data vendor rival SIX Telekurs.
Getting client onboarding right is critical to retaining customers, winning new business and avoiding regulatory penalties, but are banks getting it right? And how can they judge their performance and solve problems on a rolling basis? Answering these questions, the webinar will discuss how banks can measure results from client onboarding solutions, what they should...
Gamma Finance, the leading provider of solutions-based services for secondary market transactions in illiquid hedge fund assets, has appointed Benjamin Keefe as director of its new Investment Advisory business. This additional business line provides a complementary range of services and solutions to Gamma Finance’s buy-side and sell-side clients. Prior to joining Gamma Finance, Benjamin was...
Now in its 16th year, the Data Management Summit (DMS) in London brings together the European capital markets enterprise data management community, to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.
As the July 1, 2014 deadline for compliance with the Foreign Account Tax Compliance Act – or FATCA – approaches, financial institutions around the world are working to ensure their data management and operational systems will meet the requirements of the US legislation. This report discusses the requirements of FATCA and how the legislation is...