Fleet Sees Payoff In CRM
Slow but steady approach to portal development is increasing revenue; bank plans to build on the platform with analytics system.
Zurich Financial Services Australia implements HiPortfolio from DST International; Commercial-mortgage-backed securities pricing added to the Reuters DataScope; The Depository Trust & Clearing Corporation and the Taiwan Securities Central Depository sign general agreement of mutual cooperation.
Lost in the Mail
Ensuring that your firm has an effective e-document-management system, while continuing to run an efficient business, will take a comprehensive step-by-step approach.
Trading the New-Fashioned Way
Autotrading may allow financial-services firms to reduce headcount and execute on advanced trading strategies. But is the technology ready to be trusted?
Getting Your Fair Share
New technology for shareholder services has many investment managers reviewing their transfer-agency contracts.
To Catch a Criminal
Mid-tier financial institutions may be interested in an anti-money-laundering and USA Patriot Act solution from Actimize.
Keeping in Compliance
The compliance marketplace can now add a new solution to its shelves from LiveOffice Corporation.
Building a Platform for Wealth
With the fall off of online investing over the past three years, bankers, brokers, advisers and investment managers have been migrating their organizations toward a holistic view of the retail customer, driven off a compressive financial plan.
IT executives at financial-services firms, ECNs and the exchanges had many issues to contend with during the blackout. Below we tell their stories.
Amex Runs Out of Steam
The American Stock Exchange had all its bases covered in the event of a power failure -- except one.
ECNs Battle Blackout
Electronic-communications networks worked through the night to make sure their customers were plugged in.
NYSE Broker Doesn't Break
After getting a workout running up and down 26 flights of stairs, Richard Rosenblatt got right back to work.
Northern Trust Company announces availability of its Trade Services capability for global institutional-investment managers; Chicago Mercantile Exchange's Globex soon accessible through Sprint; HSBC Bank USA extends use of Calypso to equity-derivatives products.
A "New CRM" for Investment Managers and Advisors
Today's CRM technologies feature capabilities that extend far beyond the creation of unified views--including advanced analytic capabilities for leveraging a brokerage's rich repository of centralized data.
Banking on Data
The Bank of New York saves hundreds of thousands of dollars a year using active archive software from Princeton Softech.
This Week's Tech Update
This week's tech happenings from around the financial-services industry; including briefs on electronic trading, investment technology, risk management, market data and operations.