Posts by Amy Tobin
Modern Investment Operations Demand Modern Data Infrastructure—Moving Beyond Manual Reconciliation
A Top 30 U.S. Asset Owner recently discovered that its most significant operational risk was not in the markets but in its data. With 33 managers, multiple custodians, and both public and private assets, the organization was struggling to trust the numbers it relied on to make billion-dollar decisions. When Data Becomes a Bottleneck The…
Read MoreThis Year, We Decided to be Bolder
This year, we decided to be bolder. Not by shouting louder, but by saying clearly what our clients have been proving for years: the right analytics and calculator engine can turn a complex financial product into a firm’s fastest-growing franchise. When that happens, technology stops being necessary infrastructure and becomes a core driver of sales,…
Read MoreHow One Insurance Giant Transformed Tax Deferral Conversations Into Wins
A top-10 global insurance provider with $11.8 billion in assets faced a persistent challenge: its advisors couldn’t effectively demonstrate the value of tax-deferred annuities to prospects. Despite having competitive products, they were spending too much time explaining them to their clients because complex tax benefits remained abstract concepts rather than concrete, personalized advantages. Each custom…
Read MoreModular Implementation: Why Financial Firms Should Rethink Technology Transformation
The disappointing truth about technological transformation in financial services is that most major implementations fail—not because the technology doesn’t work, but because organizations try to change everything at once. We’ve been working with a client to implement new analytics capabilities, but thanks to FinMason’s modularity, the implementation was neither lengthy nor difficult. They needed roughly…
Read MoreThe Success of Your AI Initiative Depends on Clean Data
Financial services have embraced AI. Every week, more news emerges about the implementation of LLMs, machine learning algorithms that select stocks, natural language processing that generates investment commentary, and predictive analytics that forecast market movements. It’s exciting stuff, and the promises are genuinely transformative. We often learn that for many firms, AI implementation is still…
Read MoreReady for 2026? Plan Your Digital & Analytics Initiatives
As we look ahead to 2026, investing in digital and analytics capabilities strategically, efficiently, and with genuine impact is crucial. Success isn’t solely dependent on a large technology budget; it is more important to think modularly about your analytics infrastructure, focusing resources on what truly differentiates your firm, while partnering strategically for everything else. The…
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