Automation & Digital Transformation In Asset Management
“Asset managers are harnessing the tools, expertise, and infrastructure needed to turn data into actionable insights that can drive growth in investments and their investor base.” [Source BNY AM] Global asset managers need to compete in an eco-system that is increasingly data-driven. Changing demographics and client expectations require leadership teams to re-think their target operating […]
Is Salesforce.com Slowing Down Front-to-Back Automation?
Salesforce.com (“SFDC”) is a powerful platform. However, when it comes to streamlining complex processes to enable automation and improve data, its shortcomings become clear. Below we set out the challenges facing large SFDC clients on the sell-side and buy-side encounter, and how we are using Appian (www.appian.com) as the intelligent glue to ‘tame’ processes ridden […]
Ingolv T Urnes: The Goldman Memoirs – The Great Finale
On Trust, Speed and Risk (Management) Reading about Goldman in the popular press in the nineties and the noughties, you may have thought this is a big gambling operation. Although there were missteps (but fewer than most comparable institutions made), I think part of the secret sauce was dialling up and down the balance between empowerment and controls which enabled Goldman to take advantage of new opportunities faster than […]