Archive | Technology

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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What the SEC Can Learn About Regulation from Transportation Technology

I recently read an article about computer-driven cars and, ever since, have been fascinated and borderline obsessed by the concept. On the streets of Pittsburgh just outside the doors of Confluence’s corporate headquarters there are Uber cars driving themselves as part of a test to advance this concept of self-driven cars. At some point in the […]

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When Good Intentions Go Bad – Regulators and Cloud

Regulators are often, to quote one of my old bosses when referring to his boss, unencumbered by reality. Their detachment from the practical application of their ideas has been especially apparent in the past few years as Dodd Frank and other post-crisis regulations have come into effect. Just look at what happened with Money Market […]

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Regulation and Technology: How the Funds Industry Needs to Adapt, and Soon

  Originally published in the November 2014 issue of Wealth & Finance International Following my participation in Bloomberg’s Winning Strategies and Market Liquidity Conference in London this past fall, I am exploring here some of the challenges the asset management industry faces and what it should do to turn these challenges into opportunities. As I […]

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What will the Financial Back Office of Tomorrow Look Like?

Originally published 7/31/14 in WallStreet & Technology  One of the toughest jobs we face as a technology solutions provider is predicting future needs of the industry as it evolves and becomes more technologically sophisticated. At Confluence, we believe the fund industry back office of tomorrow will rely on a far greater degree of workflow automation […]

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It Turns Out You Can Have Your Regulatory Cake and Eat it Too

There are some well documented pros and cons to consider when making a choice between best-of-breed and fully integrated software solutions.  Best-of-breed software is easier to implement, custom fit to your purpose, and easier to update, but requires multiple vendor relationships, multiple stores of data, and multiple user interfaces to learn. Fully integrated solutions are […]

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Using Agile Methods to Increase New Product Development

The software development industry is full of contradictions.  For an industry that is ever-present in both our personal and professional lives, it is amazing to think of the countless examples of its failure to deliver (Ricky Morton, 2006).  The well-known Standish Chaos Survey (The Standish Group) tells us that over two-thirds of IT projects fail to deliver […]

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