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White Papers

Operational Excellence – Augmenting Business Value

The past few years have been challenging for the North American insurance industry. Insurers have struggled to cope up with an uncertain economic environment, low interest rates, regulatory changes, natural catastrophes and threat from the emerging economies.

Why On-Boarding is the Key to Competitiveness in Financial Services

The intersection of revenue growth, compliance, and cost reduction make on-boarding a nexus of opportunity

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

Collateral Optimization_An Imperative Stride for Competitive Advantage

In this era of ever evolving markets and stringent regulatory frameworks, collateral management is t..... 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

Current Analytics

Outsourcing Deal Analytics Third Quarter (Q3), 2013

Financial services firms across the globe continue to be negatively impacted by economic and regulat..... 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.

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FSOkx TV

Dodd-Frank Act event videos 2012

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Dodd-Frank Act event videos 2012

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