by Mallie Hart | Mar 1, 2023 | ceo blog, what's new
Straight-through processing, or STP, is a digital payment system used to automate transactions between corporations, banks, or individuals. Wealth management firms usually employ some form of STP technology as part of their new account opening process. How does STP...
by Mallie Hart | Feb 22, 2023 | ceo blog, what's new
The First Changes in 25 Years, and Why? SEC Rule 17a-4 and 18a-6 under the Securities Exchange Act of 1934, which define a set of electronic recordkeeping and prompt production of records requirements for registered broker-dealers, security-based swap dealers (SBSDs)...
by Mallie Hart | Feb 16, 2023 | ceo blog, what's new
Financial Services Firms Are Leveraging Process Automation to Drive Growth Financial services (FS) organizations of all types, including wealth management firms, insurance firms, credit unions and banks are adopting technologies to stay ahead of the game under...
by Mallie Hart | Feb 7, 2023 | ceo blog, what's new
From advancements in artificial intelligence to the proliferation of anything-as-a-service, 2022 was a year full of change, disruption and new opportunity. How can continued digitization serve organizations and their customers? How are organizations looking to...
by Mallie Hart | Jan 31, 2023 | ceo blog, what's new
Back in the day, there was this thing called timesharing. You rented space on a machine owned by someone else, and in return you were able to run software on that piece of machine while other people took care of it. As time went on, it became more popular to own your...
