Posts Tagged ‘investment data’
The Advisory Gap: Why Insurance and Annuity Firms Are Losing the Tech Arms Race
A phone call came at 8:30 on a Monday morning. The head of distribution at a major annuity provider was fielding complaints from their top-producing advisors, again. The issue wasn’t product performance or commission structures. It was far more fundamental: the advisors couldn’t efficiently demonstrate value to their clients. “We’ve got brilliant products,” he told…
Read MoreHow an Asset Manager Slashed Analytics Workflow Time by 80%
A client story about the hidden costs of manual analytics and the ROI of modern technology. Sarah had been with a global Asset Management firm for eight years, working her way up from junior analyst to head of portfolio operations. She knew every spreadsheet in the department, every data source, and every workaround that kept…
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,…
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