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A New Era Is Coming for Customer Lifecycle Management

September 25, 2024 by Guest Contributor

A New Era Is Coming for Customer Lifecycle Management

(A change is underway for financial institutions that is driving the adoption of workflow orchestration tools. Instead of investing in internal technology projects from scratch, they are looking to adopt out-of-the-box client lifecycle management tools so they can be more nimble and competitive in an ever-changing regulatory landscape. In this sponsored Q&A, Marissa Tota, a… Read More >>

Filed Under: Securities Operations, Ops Automation, Digital Transformation, FinTech Trends, Sponsored Content, KYC, Industry News Tagged With: Customer Lifecycle Management, data processing, Marissa Tota, optimized workflows, S&P Global, S&P Global Market Intelligence, S&P’s CLM Pro platform

SS&C Aims Singularity at Industry-Wide Ops Problems

October 25, 2018 by Eugene Grygo

SS&C Aims Singularity at Industry-Wide Ops Problems

SS&C Technologies has been quietly laying the groundwork for a single-platform initiative, dubbed Singularity, that will target investment operations and accounting. While the effort has had a soft launch this year, a more formal debut is slated for next year. “We’ve done a soft launch selling it to specific customers where it’s a good fit…. Read More >>

Filed Under: Securities Operations, Buy-Side, Data Management, Industry News, Middle-Office, Operational Risk, Ops Automation, Outsourcing, Reconciliation & Exceptions, Governance, FinTech Trends, Back-Office, Integration, Standards, Regulatory Compliance Tagged With: AI, cloud-based, Normand A. Boulanger, Open Information Systems, optimized workflows, Sandy Hook, Singularity, SS&C Technologies, Steve Steffy, Tom McMackin, Trilogy Global Advisors, workflow automation

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