SS&C’s Tier 1 Gains Users & Features The Tier 1 capital markets and investment banking customer relationship management (CRM) platform from SS&C Technologies has been enhanced, has more than 1,000 new end-users, and has the support of more staff members, officials say. The new features “include improved data insights and in-app information delivery,” officials… Read More >>
Hearsay’s Solution Helps Advisors Do More While Mobile
Hearsay Systems recently released a mobile solution, Advisor Actions, intended to help end-users working in financial services turn their mobile phones into systems that quickly prioritize tasks and then access business intelligence (BI), customer relationship management CRM), and other core platforms. “Broker-dealers and asset managers navigate complex and fast-moving transaction workflows that necessitate customer outreach,”… Read More >>
Will Investment Banking Join the Digital Age?
A new report by Greyspark Consultancy, “Digital Transformation of Investment Banking,” shows that investment banks can learn a few lessons from the automotive and aircraft industries in the way they tackle regulation, competition and fickle customers. This new operating model will not only enable them to comply with new rules but become leaner and more… Read More >>
