Adam Ulman, senior business analyst at SmartStream Technologies, says that his clients and the industry are riding out the current pandemic lockdown and learning a lot of lessons to brace themselves for a possible second wave. Ulman took part in an FTF Exchange podcast that focuses on the challenges of optimal collateral management amid a […]
Systems based on artificial intelligence (A.I.) technologies will meet the demands of financial services firms looking for new features and IT capabilities for their performance measurement operations. It will also mean a disruption of the status quo. This is according to the latest FTF Focus podcast featuring Sean Murray, who is senior vice president, and […]
The core of any client reporting challenge is inevitably a data problem, and the ultimate solution may be highly personalized self-service capabilities much like a media streaming service, says Andrew Barnett, chief product officer at Hub, a new provider for the global securities operations industry. Barnett is the focus of this edition of the FTF […]
In our first FTF Exchange podcast, Diana Shapiro, director and North American head of collateral services at Citi, says that participants in derivatives markets need to stay focused on maintaining high levels of counterparty risk protection even as regulators move deadlines for the initial margin (IM) requirements for uncleared swaps under the regulatory reforms known […]
Pandemic-induced lockdowns and ongoing remote staffing are changing financial services in multiple, unexpected ways. For securities operations teams and their managers, the pandemic has had personal impacts that are catalysts for change. Such is the case for Sara Poldaas, the director of portfolio services for Mawer Investment Management, based in Calgary, Alberta, Canada. Poldaas recently […]
Cloud computing is becoming more prominent in regulatory reporting because, among other things, it helps immensely with the long-term storage of large volumes of data, says David Campbell, vice president, strategy and business development — message automation for Broadridge Financial Solutions. Campbell recently took part in an FTF Exchange podcast. Given the storage requirements for […]
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