Currency Forwards in Fixed Income Portfolio Analysis

whitePaper | October 27, 2022

In modern practice, data is rarely stationary. This is especially relevant in the Financial Services (FS) industry, where data is leveraged moment to moment in order to understand trends and derive timely market insights. But where exactly is this data coming from, and where is it going?

whitePaper | December 1, 2021

Modern, cloud-based digital technology is necessary for financial institutions that are seeking to address the customer experience, improve internal operational effectiveness, streamline internal communications and allow access to data across the enterprise. For years, the only option was to develop such technology in-house, at great expense and expenditure of resources. But today, banks and credit unions have a better option: the ability to buy technology and implement it quickly, cost effectively and more efficiently than they could on their own.

whitePaper | February 2, 2020

The ability to close the books, consolidate results, publish financial disclosures, and provide insightful performance reports in the least amount of time possible is widely regarded as a proxy for good corporate governance. However, the financial close and reporting process is weighed down by inefficiency and unnecessary information. Accounting and finance professionals must fight to manage and optimize an increasingly complex and disconnected ecosystem. The available amount of data is only going to increase, and CFOs are tasked with leading financial transformation initiatives to address the disparities. The pressure is on finance teams to modernize and improve.

whitePaper | August 2, 2023

As immersive technologies evolve primarily powered by investments from big techs like Apple (Apple placing its most recent bet with Vision Pro), Meta in Metaverse, and related AR/VR technologies, the possibilities are further enhanced by the revolution in the Generative AI space by leaders like Open AI (ChatGPT) and Google (Bard).

whitePaper | June 1, 2022

Imagine a cruise line where a sales and marketing team has successfully booked every cabin. Yet, when passengers arrive at the dock, bags packed and ready to board, they are told to wait while their documents and identities are verified. Worse, this process happens at multiple points, slowing down the boarding process and frustrating customers before the ship even sets sail.

whitePaper | January 3, 2023

It’s not taught in universities or business schools. At public accounting firms, it’s a “nice to have” but not especially relevant for their young, technically proficient auditors. And for the many today who then land corporate jobs at venture-backed startups, it generally takes a back seat to a cavalcade of seemingly more pressing priorities.