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5 Things You Won’t Want to Miss at #SIFMATech 2014

The key drivers of global finance and new technology forces have converged on the financial services industry forcing firms to adapt and transform their business in order to win market share and...

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Top 5 Financial Services Technology Trends – June 2014

Trying to stay ahead of the curve when it comes to IT issues is a challenging task. Emerging technology forces in the financial services industry are already impacting business. The convergence of...

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Success Factors for Ensuring Compliance with CCAR Programs

This article first appeared on Wall Street Technology Association’s website. Those who have earned their modern-day regulatory reporting stripes on a Comprehensive Capital Analysis and Review (CCAR) or...

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Transform for Tomorrow: Navigating New Forces in Financial Services

New market forces and key drivers have forced financial services companies to redefine the way they do business with consumers and corporate clients. To enable long-term competitiveness, firms are...

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Taking Finance Transformation Projects to the Next Level

The role of corporate finance in financial services firms has evolved as the demands for balancing growth, regulatory compliance and risk management become increasingly important. According to CFO...

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Top 10 “Best Of” Financial Services Thought Leadership for 2014

The clock is ticking as we are fast approaching the end of 2014 and are already focused on what’s ahead in 2015. Before we take a jump ahead into the next calendar year, I thought I’d give readers a...

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6 Risk and Compliance Trends to Watch in 2015

There will undoubtedly be a wide range of financial services predictions and banking trends that will surface throughout the year which will make planning your organization’s top priorities in 2015...

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Turning Digital Disruption into Digital Transformation in Banking

Digital has permeated almost every facet of our lives as consumers in an “always on” connected world. In fact, it’s even impacted how we, as a company, serve our clients across industries based on...

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Deflategate: Lessons Learned for Financial Services Firms (and the NFL)

If you had not heard about the latest NFL scandal with the New England Patriots leading up to the biggest football game of the season (the Super Bowl) surely you did during some of the coverage of the...

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How to drive the most value from your compliance investments (WEBINAR)

Compliance has become a strategic and executive-level imperative for financial services organizations. Capturing data to meet regulatory requirements in reporting, risk management, and compliance is...

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Financial services customers are now expecting compliance expertise

A recent survey of asset managers, broker/dealers, alternative managers and wealth managers found that compliance is now a core business practice of financial services firms, yet many are not yet...

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Leverage data to improve compliance like the SEC and FINRA

The SEC’s Office of Compliance Inspections and Examinations (OCIE) is responsible for protecting retail investors and assessing market-wide risks, but now is shifting its attention also toward...

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American Financial Technology Awards 2015 – And The Winners Are…

The American Financial Technology Awards were announced on Monday evening in New York. A full-write up of the award winners will be forthcoming, but here is the list of the leaders in financial...

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