The perfect storm: Managing investment data

By Stephen Hulse

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Effective data management is critical if firms are to improve client satisfaction, reduce operational cost inefficiencies and win new business. Add in newer digital distribution channels, end client expectation and the need to maximise the value of data held and you have a perfect storm that needs careful navigation. Continue reading

The cost of losing a customer

By Ron Durrant

Business colleagues in discussion on office stairs

Most organizations do not fully realize the cost of losing a customer. Sometimes these losses are shrugged off and it’s assume that a lost customer can be easily replaced with a new one. However, research by TARP Worldwide estimated that it costs five times more to get a new customer than to retain an existing one. In light of this, focusing on customer retention should be an essential part of any long term business plan. Continue reading

Event Recap: Annual Academy of Certified Portfolio Managers Conference

By Lauren Jack

Golf course - SSC LIAdvisors, senior portfolio managers and wealth management leaders from across the country recently attended the Annual Academy of Certified Portfolio Managers (ACPM) Conference held at the Doral Arrowwood Resort in Rye Brook, NY. This was a significant event for the SS&C Learning Institute as we were introduced as the exclusive provider and administrator of the Certified Portfolio Manager credential program. Continue reading

Vision FI Roadmap – A new era of transparency and mass customization

By Mike Kendall

Vision FI roadmap

The investment management world is changing at a faster rate than ever before. Shifts in investor demographics, the need for mass personalization, and more graphical, interactive content are just a few of the factors driving the change in client communications. Continue reading

Outsourcing in the funds industry – Part two

By Colin Keane

Ireland economy concept

During 2016, the Central Bank of Ireland (CBI) reviewed the outsourcing arrangements of several fund administrators to determine the level of outsourcing performed and the governance and oversight in place for these outsourced activities.

In the first part of our outsourcing in the funds industry series, we overview the CBI’s first recommendation: management and internal control measures. In this second part, we look at the final two areas. Continue reading

Survey: Asset managers reveal gap between client reporting value and practice

By Jen Molgano

While attending the Summit for Asset Management conferences held in New York and London, we surveyed approximately 100 senior-level asset managers to learn more about their client reporting views and practices.

For more details on the survey results, see our infographic below or read our press release. Continue reading

Financial institutions choose private hosting

By Marcus Jones

It’s likely that your firm has already moved operational infrastructure to either a private hosting environment or a public cloud service provider. Maybe discussions are still taking place, weighing the benefits of service migration. Continue reading

Defining a successful CECL implementation at the AICPA Banking Conference

By Lauren Smith

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Financial industry professionals will gather September 11-13 in National Harbor, Maryland, at the AICPA conference to learn about the latest developments in the banking industry. Once again, FASB’s new credit loss accounting standard ASC 326-20, more commonly referred to as “CECL” (Current Expected Credit Loss) will take center stage.

Continue reading