Itiviti has appointed Gavin Welsh to the new role of executive vice president, head of customer success. Welsh will define and drive Itiviti’s customer strategy, overseeing customer relations and the company’s support offerings, and reporting to Itiviti CEO Rob Mackay. Welsh joins Itiviti with more than 25 years’ experience of fintech customer support, most recently as global head of client coverage at TradingScreen.
The EU Sustainable Finance Disclosure Regulation (SFDR) is central to the European drive towards a sustainable financial market. As such, it is complicated and multi-faceted, and makes rigorous demands on financial firms to source large volumes of ESG data and meet numerous reporting obligations. Key elements of disclosure include sustainability risk, principle adverse impacts, and...
A regulatory risk assessment platform for UK-based auditors has been upgraded with ESG functions that can be used in financial institutions’ due diligence processes. RegTech provider Ideagen has made it possible for clients to isolate non-financial reporting requirements from a broader checklist of compliance expectations of companies large and small. The functionality has been created...
Buy AND Build: The Future of Capital Markets Technology London examines the latest changes and innovations in trading technology and explores how technology is being deployed to create an edge in sell side and buy side capital markets financial institutions.
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.
