Technology
298 white papers and resources
Re-envisioning client lifecycle management
The financial services industry faces an urgent need to modernize and future proof its systems and processes. Amid increasingly complex transactions, regulatory requirements and tax regimes, service providers are facing greater transaction volumes; between 2021 and 2022 alone, global daily trading…
Navigating the Adoption of Generative AI
This whitepaper, created by Xoriant, focuses on generative artificial intelligence (AI) and its potential to transform the way financial services firms operate, make business decisions and innovate. Gen AI—models developed to generate high-quality text, images and other content—has the potential to…
T+1: Complacency before the storm?
This whitepaper, created by WatersTechnology in association with Gresham Technologies, outlines what the move to T+1 (next-day settlement) of broker/dealer-executed trades in the US and Canadian markets means for buy-side and sell-side firms. It explores where firms are in their T+1 projects, what…
Crypto: Too important to ignore
This WatersTechnology rapid read survey report examines the crypto finance priorities of institutional investors, how far along they are on their crypto journeys, the challenges in entering and participating in this market, and what they value most when partnering with a crypto data and technology…
Banks, asset managers look to vendors for T+1 support
This whitepaper focuses on the upcoming move in the US to T+1 (next-day settlement) of broker-dealer-executed trades. The paper explores what the move means to market participants, where they are in their projects in compliance with the new rules, the specific business processes they expect to be…
Integrating Pillars 1, 2 and 3: A better way to Basel IV
This Wolters Kluwer report provides actionable insights on how banks can navigate the challenges of Basel IV effectively
Demand for managed services grows as firms focus on the bottom line
WatersTechnology and SmartStream recently conducted an online survey on the current and future shape of the managed services market across the industry. The research underlines the extent to which the quality of the relationship between capital markets firms and their service providers are key to…
Regulatory reporting: Firms seek flexibility, automation and the cloud
This report focuses on the state of regulatory reporting across the industry. It sheds light on current regulatory reporting platforms in use at buy- and sell-side firms, the effectiveness of those solutions and the challenges facing firms looking to improve automation levels and deal with large…
Buy-side compliance: Firms seek customizability and automation
This rapid read explores the types of compliance systems currently in place at buy-side firms, their efficacy, the need to improve automation levels, demand for customizability and the factors preventing buy-side firms replacing incumbent tools
Webinar—Get set for crypto: How can asset managers stay ahead of the game?
This webinar focuses on the state of play in the crypto market and the extent to which crypto has been institutionalized. It covers the technology and operational implications capital markets firms need to consider when looking to move into the crypto market and how firms can make the business case…