Tag : Wealth Management

Joe Pickel, VP, Network Services Product Management. 31st October 2013 You’d think that now Title VII of the CFTC’s OTC trading rules passed – that some long-awaited clarity would arrive to derivatives trading. Expect no clear skies yet. While the regulatory chiefs codified the rules themselves we, as an industry, begin the ardent task of...

Matthew O’Donnell, Director, Product Management 28th October 2013 Market events are a reality. With the right timing, they can mean unique, profitable trading positions. With the wrong timing, they can mean missed opportunities. However, it’s more than just timing and accurate data that give traders the ability to harvest those events. Often, these opportunities come...

By Robert Simpson, Vice President, Global Financial Compliance, Verint. 28th October 2013 In 2012, it’s no secret that many financial institutions supported a vigorous and concerted campaign against proposed regulatory changes. These organizations made it clear that the costs of implementing systems to record landline conversations and associated analytics software can far outweigh the benefits....

By Kathleen Walsh, Vice President, Global Customer Service. 28th October 2013 While “Managed Services” has come to take on many meanings, at its most basic level, it is the practice of outsourcing day-to-day management responsibilities – but it should also be contemplated as a strategic method for improving operations. Mixology is, at its most basic,...