Designing AI-Powered SaaS Financial Solutions: Balancing Intelligence, Trust, and Usability By Manish Sahni Asset Management Fund Services / 4min
Digital Personas: Redefining the Future of Transfer Agency Justin Hayes Asset Management Fund Services / 4min
On their own terms: How Wealth Managers are positioning their operations to engage a new generation By Bob Moitoso Asset Management / 3min Wealth management is facing a foundational time of transition as Baby Boomers, owning 57% of the wealth in the US, transition that wealth to the next generation.
The digital transformation lenders actually want By Ron Meyer Lending & Leasing / 3min How financial institutions can take the first – and most requested – steps towards digitalization.
Choosing a new technology vendor: Five questions to ask By Linedata Lending & Leasing Lending & Leasing / 5min Evaluating new technology vendors is easier when you know what to ask.
How COVID-19 is affecting Transfer Agency By Justin Hayes Fund Services / 3min The pandemic and its aftermath pose a unique set of challenges – and an opportunity to change the TA model for the better.
How to implement a successful loan origination project By Laura Grudzien Lending & Leasing / 5min Recommended steps to ensure project implementation success.
Back office in the front line By Michael Galvin Fund Services / 3min As asset managers look to reengage with retail investors, a fully integrated, data-driven approach can help to build trusted relationships.
