Following its recent expansion into the commercial and retail baning space, client lifecycle management solutions provider has appointed James Follette as its new Global Head of Commercial and Retail Banking. Follette was formerly responsible for client onboarding and know your customer (KYC) transformation at Citi.
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This webinar has passed, but you can view the recording by registering here. What progress has been made with a utility model and in what aspects of data management are there practical examples of its use. Speakers: Sponsors:
Broadridge Financial Solutions has completed its acquisition of European fund data specialist FundsLibrary in a bid to boost its pan-European regulatory communications and digital data platform, which supports the lifecycle of fund data, documents, and regulatory reporting for the investment industry. FundsLibrary’s solutions enable fund managers to increase distribution opportunities and help them comply with...
As investment management firms take on more responsibility and control over core operational functions, A-Team has seen demand for a more buy-side oriented event focused on data and data management. The inaugural DMS Boston will take place in June 2020, and will focus on topics of interest to buy-side practitioners.
The US Foreign Account Tax Compliance Act – aka FATCA – raised eyebrows when its final regulations requiring foreign financial institutions (FFIs) to report US accounts to US tax authorities were published last year. But with the exception of a few modifications, the legislation remains in place and starts to comes into force in earnest...