Archive | Technology

Featured Guest Blog: Cloud First, Faster

Businesses are openly embracing the Cloud in 2017. As previously noted in Tom Pfister’s Cloud First post to this blog, businesses are adopting cloud technologies more than ever before. However, many business people are finding the contracting process for adopting cloud services is slower and more complicated than buying installed software. Why are cloud services […]

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Solving the Data Puzzle

How to meet the ever-increasing volume of data needs and integrate a global data strategy simultaneously

SEC Modernization has pushed the fast-forward button on the data management strategy for organizations of all sizes. The data requirements, especially for Form N-PORT, which include an increased volume of data and frequency of reporting on that data, have organizations looking at more than just the volume of data they hold on behalf of their […]

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Cloud First

Over the past 18 months at Confluence, we’ve seen a dramatic shift in our clients’ readiness and willingness to adopt cloud technologies, especially those delivered by external providers. We no longer ask “if” organizations are moving to the Cloud, but rather how quickly is the procurement process maturing to support the business, technology, and operational […]

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Increment or Platform: How Regulation is Driving the Move from Point Solutions to Platform Technology

As today’s asset management back office becomes more and more technology-driven, there is a shift from point-based technology solutions that solve specific functions in what are often very complex processes, to a more consolidated approach that allows multiple processes and functions to be completed within one centralized platform. The best-of-breed trend from years’ past might […]

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Survey Reveals What’s Trending Today: Automation, Regulatory Reporting and Data

At the start of each year, our team at Confluence reflects on the state of the asset management back office and predicts issues and trends that we see emerging over the coming months.  For 2016, we predicted that the asset management industry would see streamlining and optimizing their data management processes as a way to […]

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How User Experience is Barging into the Discussions of FinTech Software Evaluation and Adoption

The recent influence of consumer technology is evident across a number of industries, and this includes financial services. Consumer technology has changed the way people communicate with each other in their day-to-day lives, and this communication shift is now visible within financial services. People are beginning to chat with their financial advisors, bank branches and […]

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