Archive | Technology

Artificial Intelligence in the Fund Industry:

Why Back-Office Workers Shouldn’t Fear the Future

More often than not when I browse a trade journal or the news these days, Artificial Intelligence (AI) is front and center. AI, robots, and other technologies reminiscent of science fiction, are beginning to take shape in all aspects of our lives. From the automotive industry to Amazon, and now even to the financial services […]

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Getting 30e-3 Wrong Again

Is Rule 30e-3 back? Could we, in the mutual fund industry, actually be poised to move to a (mostly) paperless distribution of shareholder reports? Not so fast, unfortunately. I am sure that we all remember our crazy mixed feelings when the SEC reporting modernization proposal first came out in May 2015: a bold proposal that would require […]

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Declining ‘Globalization’: Reshoring, Localization and Today’s Politics

Revenue growth projections for offshoring software services and business-process outsourcing (BPO) activities are deteriorating – across the globe. 2017 sales projections for the big players have been reduced multiple times. Industry analysts are downgrading their projections as offshoring firms are continuously battered with increasing headwinds. With the passing of Brexit, the United Kingdom voted for […]

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How RegTech is Creating New Relationships between Global Service Providers and Technology Firms in the Search for Revenue

On a recent flight home after a client meeting, I found myself thinking about what is really motivating global financial services companies in their decision-making around technology and regulatory compliance. In the highly competitive third-party administrator space, I think one of the primary motivators is the fear of revenue loss (really, it’s a motivator for […]

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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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