The Financial AI Iceberg Revisited: When AI Reaches Operations By Raphael Tremblay Asset Management Fund Services Lending & Leasing / 4min
It’s Harvest Time: Advancing Tax-Aware Portfolio Management for Wealth Managers Greg Grimmett Asset Management / 4min
Designing AI-Powered SaaS Financial Solutions: Balancing Intelligence, Trust, and Usability Manish Sahni Asset Management Fund Services / 4min
Fixing the RFP By Ron Meyer Lending & Leasing / 5min Fixing the RFP: Considerations for financial institutions to improve the software vendor and selection process.
The Modern Middle Office: Scaling Without Compromising Control By Marcela Crossman Services / 3min Learn how middle office co-sourcing enables asset managers and private capital firms to scale, enhance oversight, and improve operational transparency.
4 Key Transformational Trends for Wealth Managers in 2025 By Linedata expert Services / 3min As digital transformation accelerates and client expectations evolve, wealth managers face four significant trends that will define success in this new landscape.
How Middle & Back Office Outsourcing Drives Growth for APAC Hedge Funds and Private Equity Firms By Matthew Jarvis Services / 5min Learn how APAC hedge funds and private equity firms leverage middle and back-office outsourcing to cut costs, scale operations, and meet investor demands in Hong Kong and Singapore.
Spring Training and Investment Compliance Strikes: Lessons from Two Sigma By Matt Grinnell Asset Management Services / 5min Spring Training and Compliance Strikes: Lessons from Two Sigma
Transforming Back-Office Operations with Linedata's Fund Accounting and Analytics Solutions By Michael Galvin Fund Services / 5min Global Product Manager for Linedata’s fund accounting platforms, discusses how Linedata is helping its clients address their back-office challenges.
