Client Reporting
7 white papers and resources
AI and Observational Learning: Resetting the Rules of Data Reconciliation
This whitepaper looks at how AI-driven observational learning techniques can improve accuracy and efficiency in your data reconciliations. No longer will AI need to be programmed to manage specific tasks on large, complex datasets – this ground-breaking technology observes, learns and improves on…
Managed Services in 2021: Poised for Lift-Off
This research report sheds greater light on current and future outsourcing trends that are likely to shape the capital markets including why cost reduction and efficiencies aren’t the only reasons for outsourcing and how cloud will become integral to managed services business model
EDM client case study: Managing SRI-ESG data
This case study reveals how Mirabaud Asset Management is using IHS Markit’s Enterprise Data Management (EDM) platform to establish a strong foundation for the its long-term SRI-ESG (socially-responsible / environmental, social and governance investing) strategy. This includes empowering Mirabaud’s…
KYC, AML, FATCA and client on-boarding - A glossary
This glossary is designed to support back and middle office resources in dealing with know your client (KYC), anti-money laundering (AML), Foreign Account Tax Compliance Act(FATCA) and client on-boarding.
US announces more than 50 countries now engaged in FATCA discussions
The US Treasury Department has announced that it is engaging in discussion with more than 50 countries to develop an intergovernmental approach to the implementation of the Foreign Account Tax Compliance Act. DLA Piper outlines the background to this development and details the countries involved.
Setting the Stage: FATCA Compliance
The Foreign Account Tax Compliance Act stands to transform the global tax framework and how financial institutions track and report on their clients’ financial assets. With the law slated to come into effect in 2013, its implications and how financial institutions need to prepare is considered.
Next-Generation Wealth Management - Exceeding expectations through responsive, dynamic client reporting
This white paper, jointly authored by wealth management experts from Actuate and IBM and gives valuable and timely insight into how the wealth management industry is adapting its products and services suites to accommodate a new generation of wealth creators.