Posts Tagged ‘Investment Analytics’
Three Digital Best Practices for Financial Services
We’ve been watching and implementing digital transformation efforts across asset management for years, and we are starting to see clear patterns emerge between the firms that succeed and those that struggle. The difference isn’t budget size or technical sophistication and approach. The firms getting digital right are doing three things differently: First, they’re starting with…
Read MoreWhy Asset & Wealth Managers Need to Rethink Their Approach to Innovation
We’re seeing a contradiction in financial services. Asset and wealth management firms are under pressure to innovate rapidly while grappling with the complexities of retiring legacy systems and modernizing their capabilities. The result? A technology paradox that’s creating both extraordinary opportunities and existential challenges. The Reality Check Let’s start with some uncomfortable truths. The average…
Read MoreThe Quarter-End Scramble: Modern Analytics Have Changed Everything
Another quarter draws to a close, and if you’re like most investment firms, your staff knows exactly what that means. The familiar ritual: late nights, endless spreadsheets, and the nagging worry that somewhere in your calculations, there’s a mistake waiting to derail your board presentation. We are all familiar with this quarterly dance. Frankly, it…
Read MoreIntroducing FinCore: From Data Chaos to Investment Excellence
Why institutional investors are abandoning spreadsheets for something transformational. Every morning, a Chief Risk Officer at a major pension fund sits down to what should be strategic risk management. Instead, she opens Excel. For the next three hours, she downloads reports from five different sources (custodians, risk providers, performance records, etc.), reconciles inconsistent data formats,…
Read MoreRevolutionizing Investment Analytics: The True Value of APIs in Asset Management
Financial institutions face increasing pressure to deliver sophisticated investment analytics while maintaining cost efficiency and speed to market. In this environment, Application Programming Interfaces (APIs) are transforming how firms integrate complex analytical capabilities. What APIs Actually Deliver At their core, APIs create seamless connections between different systems, allowing data and functionality to flow without friction.…
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