The leading knowledge platform for the financial technology industry
The leading knowledge platform for the financial technology industry

A-Team Insight Blogs

Yaron Takes Over from Esler at Bear Stearns

Bear Stearns’ managing director and principle Paul Yaron has become the new head of reference data services following the departure of Peter Esler earlier this year (RDR, May 2005).

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SIX Survey Shows Shortfall in Automated Corporate Actions Processing

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Best Practice Client Onboarding

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.