Loomis Sayles, a U.S. investment management firm, has installed Heliograph’s TradeFlow platform to help manage the settlement process, and is now directing 70% of its transactions through the system. TradeFlow additionally is allowing Loomis Sayles to offer its clients’ custodians the choice between receiving Swift messages or electronic faxes, an important capability since many smaller custodians are not connected to Swift.
A-Team Group recently held a webinar on the popular topic of The Next Frontier of Customer Due Diligence for KYC & AML, discussing the current thinking around client due diligence.
GoldenSource is planning to innovate its enterprise data management (EDM) and master data management (MDM) solutions, and accelerate global growth following its acquisition by Gemspring Capital. Product innovation will include building and buying adjacent solutions to the EDM platform. GoldenSource CEO John Eley, describes the acquisition as a strategic investment in the company’s growth. He...
The Data Management Summit Virtual brings together the global data management community to share lessons learned, best practice guidance and latest innovations to emerge from the recent crisis. Hear from leading data practitioners and innovators from the UK, US and Europe who will share insights into how they are pushing the boundaries with data to deliver value with flexible but resilient data driven strategies.
Welcome to the ninth edition of A-Team Group’s Regulatory Data Handbook, a publication dedicated to helping you gain a full understanding of regulations related to your organisation from the details of requirements to best practice implementation. This edition of the handbook includes a focus on regulations being rolled out to bring order and standardisation to...