Ten Ideas How Wealth Managers Can Transform for the Digital and Cognitive Era. In today's swiftly evolving financial ecosystem, the crossroads of technology and finance have never been more intertwined. The fusion of artificial intelligence, blockchain, and a host of other groundbreaking technologies is ...
Read More...Let us explore how financial advisors can focus on winning wealthy clients by combining discovery and collaborative planning. Staying ahead of the competition and winning new business is becoming increasingly difficult in the financial advisory business. The key to success for any Financial Advisor lies...
Read More...Streams of Value: The Transformation Journey of SuperDuperCorp Using Value Streams is a business fable that is relevant to most large enterprises. Streams of Value is a pun on Value Streams, a business architecture component. Please read on, and enjoy! Value Streams and Capabilities – Made for Eac...
Read More...Fintechs are employing AI-powered underwriting to find diamonds in the rough - those consumers who were not part of the traditional money economy. New technologies like artificial intelligence, machine learning, and advanced analytics are transforming the financial services industry. As a result, underwriting...
Read More...Historically, wealth management firms have primarily relied on home-grown systems – out of necessity as many vendor systems did not scale or meet the business needs or stem from a "build" culture. As the digital era dawned, many wealth managers have gone on a shopping spree licensing a multitude of...
Read More...Digital Money Matters – Introduction to Digital Assets Digital money, a broad concept encompassing various forms of digital currencies and assets, represents a new era in finance. At its core, digital money is an electronic version of traditional money stored on a digital platform or an electronic wal...
Read More...A comprehensive and in-depth guide to Business Architecture-Enabled Cybersecurity. In today's interconnected world, the cybersecurity landscape evolves unprecedentedly. As technology advances, so do the capabilities and strategies of cybercriminals, posing a continuous and escalating threat to businesses...
Read More...Investment Banking Growth Enablers and Disablers Investment banking, being a cornerstone of global financial systems, operates within a highly volatile and complex landscape. Its growth and development hinge on a series of interconnected factors that could either promote or hinder the sector's expansio...
Read More...Trade Reporting Software for Asset and Wealth Managers: Asset and wealth managers are tasked with managing investments on behalf of their clients. This includes buying and selling securities, monitoring portfolios, and reporting investment performance. One crucial component of this process is trade reporting,...
Read More...Introduction to Site Reliability Engineering The Evolution of Site Reliability Engineering Site reliability engineering (SRE) is a discipline that incorporates aspects of software engineering and applies them to IT operations and infrastructure. The goal of SRE is to create highly reliable and scal...
Read More...Chaos engineering is a discipline that helps teams build confidence in the reliability of their systems by proactively introducing failures into production. By repeatedly testing how systems respond to unexpected events, teams can identify and fix weaknesses before they cause outages or other disruptions. Chaos...
Read More...A question floating in financial circles is will Super Apps dominate the U.S. market as elsewhere. In Asia, a new wave of Super Apps like Alipay and WeChat radically changes how we shop, pay bills, interact and transact. These apps perform various services, such as booking flights and ordering food,...
Read More...A comprehensive set of frequently asked questions about defining, designing, and implementing a target operating model in the BFSI (Banking, Financial Services, and Insurance) sector. What is a Target Operating Model? A Target Operating Model (TOM) is a strategic framework that outlines how an organ...
Read More...Ten Ideas How Investment Banks Can Transform for the Digital and Cognitive Era. In the modern financial landscape, change is not only inevitable—it's the key to survival and growth. As technology and cognitive science usher in a new age of intelligence and interconnectivity, the archaic models of...
Read More...Banking automation is using technology to simplify and speed up processes within a bank. As a result, automation can help banks reduce costs, increase efficiency, and meet compliance regulations. It can also improve customer experience by allowing bankers to spend more time on personalized customer service...
Read More...Harnessing Uncertainty: A CFO's Guide to Strategic Risk Management Embracing Risk in a Business Context Understanding the Nature of Risk In a business context, risk refers to the probability of an event occurring that could lead to undesirable consequences or outcomes. These events can arise from a plethora...
Read More...Ten Ideas How Retail Banks Can Transform for the Digital and Cognitive Era. In the modern financial landscape, the very essence of banking is undergoing a seismic shift. A world once dominated by marble-clad branches and face-to-face interactions is rapidly transitioning to one of bits, bytes, and...
Read More...Retail Banks Opportunities and Challenges and the Role of Business Architecture. Retail banks, traditional pillars of financial systems, are in the throes of a transformative phase. The rise of digital finance and burgeoning cognitive technologies presents both formidable challenges and immense oppo...
Read More...On January 19, 2023, The Financial Industry Regulatory Authority (FINRA) released its 2023 Examination and Risk Monitoring Program report. This program is designed to ensure that firms in the financial services industry operate according to the rules and regulations set forth by FINRA. The report outlines...
Read More...Ten Ideas How Real Estate Firms can Transform for the Digital and Cognitive Era. As we navigate the fast-evolving landscape of the 21st century, industries across the spectrum grapple with the transformative powers of digital and cognitive technologies. Among these, the real estate sector stands at...
Read More...Real Estate Opportunities and Challenges and the Role of Business Architecture. The real estate industry, long characterized by bricks and mortar, finds itself amid a technological renaissance. With a sweeping transition to digital, coupled with cognitive advancements, real estate companies must a...
Read More...Quantum Computing: Risks and Opportunities for Financial Services Industry Quantum computing is a revolutionary technology that can potentially transform the financial services industry. With the ability to perform complex calculations at lightning speed, quantum computing could enhance data security, ...
Read More...Professional Services Challenges and Opportunities and the role of business architecture. The professional services industry, encompassing a wide spectrum of consultancies, agencies, and advisory firms, finds itself at a crossroads in the digital and cognitive era. Firms are contending with a rapidly e...
Read More...Ten Ideas How Private Equity Firms Can Transform for the Digital and Cognitive Era. The private equity (PE) landscape is undergoing a seismic shift, propelled by the relentless advance of technology and a new age of cognitive capabilities. The traditional methodologies, once deemed unbeatable, are...
Read More...Private Equity Challenges and Opportunities and the Role of Business Architecture. The private equity landscape is undergoing a seismic shift as digital technologies and cognitive capabilities become more integral to the business world. Firms that understand and adapt to these changing dynamics can gai...
Read More...Ten Ideas How Prime Brokers Can Transform for the Digital and Cognitive Era. In an increasingly digitized financial landscape, prime brokers find themselves at a crossroads. Traditionally anchored in manual processes and legacy systems, the industry is now confronted with an urgent need to innovate...
Read More...Prime Brokerage Challenges and Opportunities and the Role of Business Architecture. The financial services landscape is evolving rapidly. Prime Brokerage Companies, as crucial components of the ecosystem, find themselves at a crossroads of innovation and risk management. Leveraging Business Archite...
Read More...Maintaining a good record of all transactions at a portfolio/fund level as well as at an individual level is a core function, and hence implementing one of the robust asset management portfolio accounting systems is a paramount consideration. Within asset management firms, portfolio accounting and rec...
Read More...Ten Ideas How Payments Companies Can Transform for the Digital and Cognitive Era In the heart of the ever-evolving digital revolution, the payments landscape is undergoing a metamorphosis, compelled by technological advancements and shifts in consumer behavior and expectations. The fusion of the 'd...
Read More...Payments Sector Challenges and Seizing Opportunities through Business Architecture. The fast-paced evolution of the digital age redefines the payment landscape, driving companies to innovate constantly. Payments firms, bridging traditional banking with modern e-commerce, stand at this transformat...
Read More...Insurance Rating Engines: Accelerating Pricing and Enhancing Accuracy Rating engines play a crucial role in the insurance industry, enabling insurers to determine the appropriate premiums for policyholder...
Read More...Compliance in the insurance industry refers to the adherence to laws, regulations, guidelines, and internal policies set forth by various governing bodies and the organization. Insurance companies must...
Read More...A comprehensive overview of Insurance Illustrations Software and a list of vendors. For life and annuity insurers, insurance illustrations are a foundational sales tool. It covers the importance of insurance...
Read More...An overview of Reinsurance Software: Reinsurance is crucial in managing risk and maintaining financial stability in the insurance industry. As the market evolves, reinsurance companies must adapt to ne...
Read More...Here is a comprehensive overview of the health insurance policy administration software, including the current state of health insurance, trends, and outlook. The health insurance industry continuously...
Read More...Small Business Digital Banking Platforms are a strategic capability and a revenue driver for banks. Small businesses are vital to the economy, driving innovation, employment, and economic growth. The...
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