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 compliance deadline for Markets in Financial Instruments Directive II (MiFID II) has been pushed back a year to January 2018, giving financial institutions within its scope an opportunity to take a strategic rather than tactical approach to implementation. But whatever the approach, the scale of the regulation is large and the data management challenge...
Broadridge Financial Solutions today announced that Primevest Financial Services, a leader among broker-dealers dedicated to serving financial institutions, has implemented Broadridge’s Aspire Portfolio Accounting and Performance Reporting service. Primevest can now use the integrated service both to comply with new IRS requirements and to provide sophisticated performance reporting to their more than 400,000 accounts. “As...
Now in its 15th year the Data Management Summit NYC brings together the North American data management community to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.
Our 2015/2016 edition of the BCBS 239 Data Management Handbook has arrived! Printed copies went like hotcakes at our Data Management Summit in New York but you can download your own copy here and get access to detailed information on the principles and implications of BCBS 239 on Data Management. This Handbook provides an at-a-glance...
