Archive | Technology

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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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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Fund Automation: The Final Frontier

For years, the fund industry has been looking for ways to manage costs while continuing to provide competitive products to the increasingly complex marketplace. Ironically, we have done little to look in the mirror and realize how diametrically opposed those two concepts are. As traders continue to invent and then trade in new derivatives, and regulators subsequently […]

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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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More People, More Problems? The Trap of using Manpower over Automation

I recently returned from a sales meeting where the goal was to obtain additional insight into the current processes completed by this company’s back-office.  During our return flight, I recalled an article that I had first read almost a year to the day and that I regularly re-read as we continue to reinforce the need […]

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