Tag: operational efficiency

Managing investment product universes has long been a complex and manual task for wealth and asset managers. From tracking fund availability across platforms to managing rebates, model portfolios, and transparency requirements, the administrative workload is often heavy and prone to errors. Much of this process still relies on outdated spreadsheets and disjointed interfaces, making consistency and accuracy difficult to maintain.

Morningstar’s integration of Direct Advisory Suite with ByAllAccounts is revolutionising the way financial advisors and home offices manage client relationships and data workflows. By consolidating vast streams of financial information, the two platforms are transforming operational efficiency while delivering a seamless experience for both advisors and clients.

Tietoevry Industry, a business unit within Tietoevry, is undertaking major operational changes as it looks to strengthen financial performance and reinforce its strategic push...

Artificial intelligence has firmly embedded itself in financial services, transforming compliance functions in ways unimaginable a decade ago. It promises smarter risk detection, operational efficiency, and faster insights. But with these opportunities come new regulatory challenges, ethical concerns, and the growing threat of AI-powered crime.

74% of insurers are prioritising digital transformation and tech adoption in 2025 43 leading insurance C-level executives from across more than 10 countries...

In the rapidly evolving realm of financial compliance, US banks are consistently on the lookout for advancements that can streamline their operations and enhance...

Adverse media screening, traditionally a staple in the banking sector for anti-money laundering (AML), fraud prevention, and regulatory compliance, has now become a critical tool across various industries. As businesses navigate a world riddled with supply chain disruptions, geopolitical instability, and cyber threats, the importance of real-time risk intelligence cannot be overstated.

Global FinTech investment stats in Q1 2025: Global Fintech deal activity halved QoQ in Q1 Average deal value increased to $25.6m as investors focused...

Financial institutions are grappling with increasingly sophisticated financial crimes, ranging from money laundering to sanctions evasion.

A proactive Customer Success Programme is not merely a support function; it is a strategic approach designed to ensure that clients not only meet...