Capital markets CRM vs. standard CRM

December 13, 2019

Capital markets firms today need to do more with fewer resources, which is in part because of the changing dynamic between the buy side and sell side. These firms are turning to digital transformation, realizing in this regulatory landscape that it’s the best way to transform their business while saving time and money.

Spotlight

TMX Group

TMX Group is an integrated, multi-asset class exchange group. TMX Group's key subsidiaries operate cash and derivative markets and clearinghouses for multiple asset classes including equities, fixed income and energy...

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Improving Intercompany Accounting

whitePaper | August 18, 2022

Intercompany accounting is integral to the assignment of the profits of domestic and global enterprises. It also has a significant bearing on the effective tax rate of the group. Intercompany accounts therefore must be calculated accurately, accounted for and settled in a timely manner, and tagged properly so intercompany liabilities and profits can be eliminated when results are consolidated. Many of the most common hurdles to an efficient and effective intercompany process can be traced to low levels of process automation, lack of access to a single source of the truth, and decentralized and inconsistent practices. By adopting best practices and reducing the need for manual intervention, account-to-report organizations can not only reduce the cost of the process, but also improve its effectiveness.

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Seven trends that will shape the future of the financial services industry

whitePaper | November 19, 2021

The financial services industry is changing at an unprecedented scale across the globe. Whether your organization is facing regulatory pressure to protect consumer data, demands for greater consumer access and control over their financial data, or competition in an expanding financial services ecosystem, you need a consumer identity and access management (IAM) solution that can help to: Align with Open Banking and consumer protection regulations Drive revenue and maintain competitive advantage Make it easy to acquire, retain, and protect your customers with no-compromise Zero Trust security Provide seamless omnichannel experiences across all platforms: brick and mortar, web, and mobile devices Below are seven key trends that will affect the future of the financial services industry. Understanding these trends can guide you in choosing the right IAM solution to help you meet these challenges head-on.

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Core Banking Modernization in Europe - Taking the Composable Route

whitePaper | July 3, 2022

Founded in 1896, Barclays is among the world's oldest banks and enjoys the patronage of some of Europe's most profitable corporations. In 2021, Barclays claimed over 48 million customers, amassed over its 120+ year history. On the other hand, Revolut is a UK neobank that has acquired over 15 million account holders in less than a decade since its founding. These numbers are illustrative of a larger shift in the global banking system, with agile, digitally empowered financial service providers making inroads into mainstream banking territory. Currently, traditional banks, with their large product and service portfolios and legions of loyal customers, still hold the lion's share of the European banking market.

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Open Finance to support Trade Facilitation

whitePaper | June 21, 2022

Over the last few years, the payments landscape has massively changed. The use of advanced technologies by traditional and new financial services providers, including fintech, Big Tech and challenger banks, have increased the level of competition and the overall degree of innovation. In the open finance scenario, public administration, corporate and retail customers are enabled to choose among a variety of products, that go beyond traditional banking functionalities.

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The State of AR: Trends, Headwinds & Opportunities

whitePaper | June 7, 2022

In partnership with BlackLine, 360 Thought Leadership Consulting conducted the original survey: The State of AR: Trends, Headwinds & Opportunities. The objectives of this study are to assess the strategic role that accounts receivable is currently playing and why, benchmark top AR priorities and challenges in 2022, and evaluate the role that technology will play in delivering AR success in 2022 and beyond. The cross-industry survey was launched in April of 2022 and focused on companies headquartered in the United States of America. We surveyed 260 participants with roles including AR.

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Video Banking: The Next Generation

whitePaper | October 21, 2021

Some might say Video Banking is already a "next-generation" technology, and in many ways it is. But even though using video to provide face-to-face communication with remote experts is a welcome addition to online banking, most deployments to date add little more than a trust element. We can still find much room to further improve the customer experience as it relates to video and digital banking, as we will demonstrate in this paper. Video Banking is a remote one-way or two-way connection between you and a bank representative working in a call center, branch office, or from home. There are several use cases for Video Banking, depending upon your location and need. A common Video Banking model is the Personal Teller Machine (PTM),calso called a Video Teller Machine (VTM). A PTM functions like ancautomated teller machine (ATM) outfitted with a built-in monitor, camera, microphone, and speakers to facilitate video interactions. That allows a connection with a remote banker to answer questions about transactions when you need help. PTMs often have the convenience of 24-hour service with remote bankers on a shift-based roster to cover the customer load.

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Spotlight

TMX Group

TMX Group is an integrated, multi-asset class exchange group. TMX Group's key subsidiaries operate cash and derivative markets and clearinghouses for multiple asset classes including equities, fixed income and energy...

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