Data Management Insight Data The latest content from across the platform
Recorded Webinar: Client onboarding – how developments in tech and automation can help optimise entity data management and improve KYC
Financial services providers spend billions of dollars a year on Know Your Customer (KYC), client onboarding and due diligence. Yet even with vast investment, these processes rarely run smoothly. They also fall short of delivering a good client experience and fail to cut down on financial crime. At the heart of the problem–and solution–is data….
Marion Leslie Leaves Refinitiv to Head Up SIX Financial Information
Marion Leslie has stepped down from the role of managing director of Refinitiv’s Enterprise business and will join SIX as leader of SIX Financial Information and a member of the SIX executive board on January 1, 2020. She will succeed Robert Jeanbart, who has decided to retire at the end of this year. Jeanbart joined…
Recorded Webinar: Client Experience and Onboarding For Transfer Agents: How to ensure you deliver a seamless client experience and differentiate your services
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…
Broadridge Releases Cloud-based Data Control Solution Set
Broadridge Financial Solutions has released a cloud-based data control solution set designed to help financial firms address the operational challenges of managing the lifecycle of transaction data. The solution set combines Broadridge’s reconciliation and matching solution with enhanced data analytics, multi-bank connectivity and flexible financial messaging. The aim of the solutions is to provide an…
Volante Releases SWIFT Message Validation Service on AWS Cloud
Volante Technologies has introduced financial message validation on the cloud. It is available as an Amazon Machine Image (AMI) on the AWS Marketplace as a microservice to users looking to test their SWIFT Standards Release (SR) 2019 messages ahead of go-live on November 17, 2019. The validation service provides APIs for validating messages ready for…
Recorded Webinar: How to capture and manage complete and accurate customer data
Whether you work on the buy-side or sell-side, the customer is always king. This requires investment banks, asset managers and wealth managers to ensure they have a complete and accurate view of customer data. If you can achieve this, you can take a data-driven approach to decision making whether in obtaining better behavioural insights, offering…
CUSIP Global Services Adds ISIN to LEI Mapping for US and Canadian Securities
CUSIP Global Services (CGS) has joined the initiative led by the Association of National Numbering Agencies (ANNA) and Global Legal Entity Identifier Foundation (GLEIF) to map ISINs to LEIs. ANNA and GLEIF set up the mapping initiative back in April 2019 with a limited number of National Numbering Agencies within ANNA joining the project, which…
Broadridge Moves Asset Servicing Solution into AWS Cloud
Broadridge Financial Solutions has made its global asset servicing solution available on the Amazon Web Services (AWS) cloud. A global Tier 1 investment bank is in live operation with the solution and another is onboarding. The company’s end-to-end solution is designed to address industry, business and operational challenges in global asset servicing by streamlining corporate…
Adopting AI for Superior Reconciliations
Firms’ reconciliation and exceptions management processes are manually intensive, expensive and prone to error. With rising compliance costs and greater competition narrowing margins in financial services, firms are looking to streamline their reconciliations processes through automation, giving them the opportunity to reduce the number of exceptions they manage and the time it takes to deal…
LIBOR Change Requirements Mean Major Data Challenges for Financial Firms – Are You Ready?
With the London Interbank Offered Rate (LIBOR) ceasing to exist at midnight January 1, 2022, financial services firms around the world are faced with an enormous data management challenge. LIBOR, and the interest rate curves built off of it, are used within a wide variety of financial instruments and products, including derivatives, loans, and bonds….