Optimized learner engagement through neuroscience

Digital Composite Image Of Young Woman Drawing Human Brain Standing Against Gray Background

A good teacher or instructional designer constantly asks, “What is the best way to present the material so that the student will learn?” and “How can I improve the learning experience?” Providers of asynchronous self-study training know they must be extra-rigorous regarding both questions or their training will fail. When the instructor is not in the same room as the learner, the learning content must be of top quality. 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

3 steps for evaluating and improving business processes

By Dane Ashworth

Businesswoman analyzing documents in office

Over time, business processes change and adapt to many factors, including technology systems. Sometimes, these changes can negatively impact business operations and efficiency. When you’re replacing your system, it’s a great time to evaluate business processes to regain focus on core goals and business objectives.

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Leveraging SS&C Lightning for repos and reverse repos

By Bryan Sibert

Double exposure of city and graph on rows of coins for finance and banking concept, Coins Stacked like a City Skyline

Repo transactions are when the bank receives money from the counterparty in exchange for securities as collateral against the”loan”. When the repo matures, the counterparty returns the securities to the bank and the bank returns the cash to the counterparty along with interest that the bank paid to borrow this money. A reverse repo is the opposite. The bank takes securities as the loan collateral and the counterparty receives cash. At the end of the reverse repo’s term, the counterparty gives the cash and interest to the bank and the bank returns the securities to the counterparty. Continue reading

Top operational challenges hindering today’s wealth managers

By William Vellek

Businessman sitting in conference room, looking thoughtful


Legacy systems and processes are a very real problem for today’s wealth managers. These systems lack integration, struggle to scale with increased data from new asset classes, and require manual workarounds that introduce operational and reputational risk. Capturing market opportunity, managing exposures, and achieving business objectives for growth require a nimble operational infrastructure that can easily adapt to the ever-evolving investment market. Continue reading

Integrated advisor desktop helps build long-lasting client relationships

By Ed Wright

Couple talking to financial advisor in living room

It’s well reported that 10,000 baby boomers retire every day. In this phase, their trusted relationship with their advisor is of utmost importance as they look to maintain their wealth and plan for an eventual transfer of assets to their heirs. Advisors who involve heirs early on often do better longer-term in maintaining that relationship. Studies find that 66% of advisors are fired by the children of the client during the wealth transfer, and up to 70% of women leave their advisor after becoming widowed. Continue reading

SS&C innovates their way to two more awards

By Alexander Newman

Alt Credit Awards

The prestigious Alt Credit European Services Awards 2017 celebrates and rewards outstanding service providers that have demonstrated growth, excellent customer service, and product innovation. This year SS&C GlobeOp scooped up two awards, which are judged independently by a panel of leading hedge fund COOs and CFOs. We were recognised as the Best Administrator for Innovation and Best Debt/Loan Administration Overall. Continue reading

SS&C CommonWealth clients win big at the Canadian Hedge Fund Awards

By Mackenzie Crawford, Managing Director, SS&C CommonWealth

This month four SS&C CommonWealth clients took home awards at the 10th annual Canadian Hedge Fund Awards Conference in Toronto. Alongside 160 hedge fund managers and industry experts, I attended to celebrate the year’s accomplishments in Canada’s hedge fund industry. Continue reading