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ESG Boosts Client Engagement via Social Media: Q&A

May 26, 2022 by Eugene Grygo

ESG Boosts Client Engagement via Social Media: Q&A

(A survey conducted by digital client engagement vendor Hearsay Systems, which focuses on financial services markets, has revealed that “principles-based messaging” is achieving the highest engagement rates for financial services firms, particularly financial advisors and agents. Such messaging refers to Environmental, Social, and Governance (ESG) criteria, and efforts to involve more women and more diversity… Read More >>

Filed Under: Derivatives Operations, Securities Operations, Industry News, Middle-Office, Operational Risk, Ops Automation, Risk Management, Diversity & Human Interest, General Interest, Governance, Diversity, Equity, and Inclusion (DEI), Artificial Intelligence, Digital Transformation, FinTech Trends, Back-Office, Standards, Opinion, Q&As, ESG Data & Investing, KYC, Regulation & Compliance, Regulatory Reporting, Economic Sanctions, Social Media, Industry News Tagged With: automation, back office, client engagement, client reporting, compliance, digital documentation, environmental, environmental, social and governance (ESG), ESG Compliance, ESG Data, ESG Reporting, Hearsay, Securities Operations, social media compliance

BNY Joins ISDA’s Online Effort for IM Documents

September 5, 2019 by Eugene Grygo

BNY Joins ISDA’s Online Effort for IM Documents

Officials at the International Swaps and Derivatives Association (ISDA) and the Linklaters law firm report that BNY Mellon is the first custodian to go live via the new custody support function of ISDA Create — IM, an online, initial margin automated documentation support offering. The IM online tool allows firms to electronically negotiate and execute… Read More >>

Filed Under: FTF Bull Run Blog, Derivatives Operations, Collateral & Margin Management, Derivatives Processing, Securities Operations, Buy-Side, Clearing, Data Management, Industry News, Middle-Office, Operational Risk, Ops Automation, Reconciliation & Exceptions, Risk Management, Settlement, Governance, Back-Office, Integration, Standards, Opinion, Minding the Gap, Performance Measurement, KYC, Regulation & Compliance, Derivatives, Regulatory Compliance, Regulatory Reporting, Industry News Tagged With: BNY Mellon, digital documentation, Eugene Grygo, IM, IM offering, ISDA Create, Jonathan Spirgel, Linklaters, Minding the Gap, phase five, structured legal data

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