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Knowledge Center

White Papers

The Mythical Customer Record in Financial Services

Your clients expect their service provider to have easy access to a complete, unified record of all their information, as well as their current financial products and services. Without that, how can your firm anticipate needs and address issues?

Regulatory Solution Fact Sheet

TBAS Regulatory Solution Fact Sheet

Executive Q&A

Improving the Customer Experience

Consumer adoption of mobile devices such as smartphones and tablets has exploded and this growth has..... more

Thought Leadership Perspectives

Managing CCP Risk Globally

Recent white papers by the CME (Clearing – Balancing CCP and Member Contributions with Exposures) an..... more

Keeping Your Eye on the Volcker Rule Ball

When the lighted ball dropped recently in Times Square, one of the muffled sounds in the background ..... more

Industry Perspectives

Closing the Regulatory Reporting Gap with a TBAS Solution

There are two things that never slow down - the pace of regulatory change and the pace of business. ..... more

Research Desk

Research Reports

The Post-Trade Processing: Industry Landscape

Asset managers are trying to meet regulatory compliance and risk management requirements while facing pressures to domore with less. Firms are not only striving to provide more transparency to their c..... more

The Next-Generation of Reporting: Understanding Needs of the Asset Management Industry

A unique set of forces including emerging markets, regulation, the need to restore investor confidence, a squeeze on margins, and technological advances are shaping the next generation of the asset ma..... more

Editor's Note & Commentaries

Lenders Begin to Think Outside the QM Box

In June, Fannie Mae surveyed lenders on whether or not they planned to pursue non-Qualified Mortgage (QM) loans, the loans that do not meet Fannie Mae and Freddie Mac’s underwriting requirements under the new rules that took effect this year.

Assessing Future Risk

For many, the financial crisis of 2008 served as a dividing line, ushering in a new era for insurers, marked by increased regulatory scrutiny and mounting cost pressures.

Member Press Release

TurtleBay Advisory Services and Be Informed Deliver Next Generation Applications to Financial Services Industry

Mar 31, 2014

Business process platform speeds integration, improves customer experience, and helps firms meet regulatory changes

GMC Software Technology included in 2013 Gartner Magic Quadrant for Customer Communications Management Software

Feb 06, 2014

GMC Software Technology (GMC), the award-winning leader in customer communications management (CCM) and output management, announces that it has been included by Gartner Inc. in the first Magic Quadrant for Customer Communication Management1. This report evaluated 15 vendors that met the inclusion criteria.

Latest Forum Topics

  Date   Topics   Views
  Apr 16, 2014   1551
  Sep 16, 2013   2011
  Sep 16, 2013   2067
  May 21, 2013   2498
  May 21, 2013   2047
  May 10, 2013   3018

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"FSO's research was extensive and detailed. The data, in-depth interviews and market analysis was all customized and aligned with our business objectives. The cutting-edge research provided crystal clear picture of the market and helped us to devise our marketing strategy."

"The quality of insights and information of the report developed by FSO team helped us tremendously to understand the pain points, market gaps that existed within the GRC technology market. By highlighting successful strategies to gain competitive edge, the report facilitated simple and easy decision making."

"FSO’s quarterly deal analytics and vendor analytics report provides us a good overview of the industry trends and competitive landscape for business process outsourcing at functional levels. It helped us to assess our current offerings and develop a roadmap to further enhance our offerings, gain competitive edge and penetrate new markets."

"….because of their far-reaching membership community, for our research the data sample was collected from all geographies, designations, and market segments. This helped us to get a global picture of the whole industry and helped us to formulate an effective global marketing strategy for our services."

"FSO Knowledge Xchange events are well-organized with exceptional content, distinguished speakers and valuable networking opportunities."

"The events hosted by FSO Knowledge Xchange are the premier setting for financial services professionals to gain the latest knowledge on business transformations to gain a competitive advantage."

"The forum was well done overall. It was a great opportunity to network with a well-rounded mix of presenters."

"The high caliber of attendees at FSO Knowledge Xchange's events draws us to continue our participation from year to year with FSOkx. We gained some valuable leads as a result of our involvement with FSOkx Events."



Dodd-Frank Act event videos 2012

Hear the thoughts of the most respected industry speakers on how cloud can assist the asset manageme..... More

Dodd-Frank Act event videos 2012

Marc Mallett from Northern Trust explains how the changing market dynamics are influencing investmen..... More