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Current RefinementsContent TypeNewsSectorWealth & Assets ManagementAsset ManagementAuthorCBR Staff WriterRemove all refinements DateJune (1)July (3)August (2)September (4)October (2)
Search Results: News > Asset Management > CBR Staff Writer
1-12 of 12 results
Barclays Australia Goes Live For Automated Managed Funds Processing
By CBR Staff Writer
The SWIFT project allows to focus on providing a better service for clients and reducing the errors and risks associated with manual processing
News
BB&T Implements Overlay Management Using SunGard’s WealthStation, AddVantage
By CBR Staff Writer
BB&T’s 350 advisors are now able to view account relationships, perform asset allocation analysis, and create proposals and investment policies at the household level
News
BNY Mellon's Pershing Unit Launches Improved Lockwood AdvisorFlex Portfolios Solution
By CBR Staff Writer
With objectives-based asset allocation models and new analytical tools
News
State Street Launches New Functionality For Global Accounting Service
By CBR Staff Writer
Automates allocations based on customer-specified methodologies and calculates accurate net asset values (NAVs) in real time at each level of the fund structure
News
European Bank Deploys Aleri's Products
By CBR Staff Writer
To manage risk and meet new regulatory demands placed on its funding asset and liability management functions
News
Palestine Investment Bank Opts Universal Banking Software 'Banks' From ICS (London)
By CBR Staff Writer
Including online banking, telephone, SMS and Management Information System
News
QuIC Comes Up With Capital Management Solution For Global Banks
By CBR Staff Writer
The solution provides banks with a scalable system for calculating regulatory and economic capital requirements
News
Pershing Offers New Reporting Tool From Black Diamond
By CBR Staff Writer
Investment professionals, RIAs and dually registered advisors can view a complete portfolio of their clients' assets, including assets held away from Pershing
News
Newbridge Securities Unveils Public Bond Center Platform
By CBR Staff Writer
Allows the users to search for taxable and tax exempt bonds
News
Janus Launches Redesigned Website For Financial Advisors
By CBR Staff Writer
Provides product information, filtering tools and email services for advisors to sign up to receive timely insights
News
Nedbank’ Foreign Loans, Deposits Move To Wallstreet FX
By CBR Staff Writer
The bank selected Wallstreet FX last year after a competitive tender
News
Prescient Chooses Eagle's Investment Management Suite
By CBR Staff Writer
Prescient has selected the Eagle suite to streamline its growing local and global operations.
News

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Revenue Leakage – Opportunity Calling! By Suntec
Revenue Leakage has been a universal phenomenon, gnawing up the profit margins of transaction-based industries, especially across their business support systems. Though the Banking industry people are particularly quick in acknowledging the glaring prevalence of revenue leakage, they are not able to pinpoint its source or quantity, or chart methodologies to ensure Revenue Assurance.... Banking Services > Commercial Banking > White Papers Customer Profitability Vs. Customer Satisfaction: Keep Guessing or Model your Pricing Strategies By Suntec
Most financial institutions do not have a clear understanding of what or who drives their profitability. They make assumptions or guesswork, and most of the time, try and fix their profitability metrics into the 80/20 rule or something similar — the majority of profits (80%) come from a minority (20%) of customers, products or business segments. Is profitability as simple as this? While there is no denying the 80/20 rule, how does an organization find this 20%? ... Banking Services > Commercial Banking > White Papers Banks - Reward Your Customers Incrementally, Based on Their Profitability By Suntec
Financial Institutions (FI) are on the verge of a strategic make-over. The market conditions imply an increased need to generate revenues and customer profitability, to ensure sustainability and future business success. In order to achieve these objectives, the FIs need to devise strategies that leverage customer relationships in a way that has never been done before. ... Banking Services > Commercial Banking > White Papers Achieving Measurable Gains by Automating Claims Processing By Kofax
Moving to a fully automated process is a goal for claims processing of nearly all insurance executives. Companies are at various levels of automation and often do not have an appropriate strategy to achieve higher levels of automation. This white paper identifies seven levels of claims automation and provides a roadmap that can be followed to enhance claims processing. This straightforward approach can be used to increase the likelihood of successful automation. Download this free white paper from Kofax to find out more.... White Papers Customer Centricity: The Key to Success in Retail Banking By Kofax
The economic slowdown has forced many banks to redirect their focus to retail banking and reinvent themselves as customer-centric organizations. But many institutions still use legacy infrastructures and processes that hinder necessary readjustments, in particular with regard to information exchange and customer communication. This white paper explains how these difficulties can be overcome, and how banks and financial institutions can reengineer core IT and business processes to support their business objectives. Download this free white paper from Kofax to find out more.... White Papers See more
1-12 of 12 results



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