It’s Harvest Time: Advancing Tax-Aware Portfolio Management for Wealth Managers By Greg Grimmett Asset Management / 4min
Designing AI-Powered SaaS Financial Solutions: Balancing Intelligence, Trust, and Usability Manish Sahni Asset Management Fund Services / 4min
Avoiding technical debt: The build vs. buy decision By Paul Stanczak Lending & Leasing / 8min Can financial institutions achieve the results they want without building their own technology?
The digitalization of asset management By Linedata experts Asset Management / 4min Digitalization is not the silver bullet solution for every problem, but asset managers are realizing it is pivotal to remaining competitive.
How financial institutions can deepen customer relationships By Paul Stanczak Lending & Leasing / 5min Shining a light on SMB accounts to build stronger relationships and enhance customer satisfaction.
SEC ups the ante on ‘fair valuation’ game By Matt Grinnell Asset Management / 2min Fund Boards should reconsider their fund oversight programs and technology in response to stricter regulation
Scale your business, not your operational overhead By Rama Krishna Services / 3min AI/ML services and solutions are helping firms work smarter, not harder while containing costs and growing their business
Private Equity CTOs - a force for change By Jed Gardner Services / 4min Technology leaders are playing a major role in enabling innovation and driving transformation–particularly at the portfolio company level.
