Contributor: Brad Mintun
“Do more with less,” is the mantra of consultants and the marching orders of senior executives. In today’s world of increased competition and compressed margins, companies want methods to improve efficiency. Automation is the “low-hanging fruit,” often offering “wins” for both the business and technical teams.... read more
Contributor: Scott Hasken
No matter how you differentiate your services from your competitor’s, every recordkeeping operations provider is faced with the repetitive task of collecting, reformatting, validating, and posting payroll data. Finding ways to process payrolls more efficiently is a personal passion of mine. I am constantly looking for ways to improve the data collection process. I also look to find ways to empower the person submitting the data with the information they need to adjust their payroll data in response to validation results. With something as large as an employer’s monthly 401k contribution remittance at stake, finding every opportunity to efficiently collect and validate payroll data is more important than ever.... read more
senior vice president, advisor and investment solutions, SunGard’s wealth management business
Contributor: Sean Cunniff
Benjamin Franklin once said, “It takes many good deeds to build a good reputation, and only one bad one to lose it.” Many financial institutions vary greatly in investment advice depending on how a client engages with them, a process that can create service inconsistencies and reputation problems. Here are some examples:... read more
Contributor: Mark Gialo
Financial services firms rely on different technology products to support their business. A retail brokerage franchise may require specialized products for client onboarding, trade surveillance, and back-office accounting. A capital markets firm may require specialized products for credit risk and securities lending. The systems they choose play a specific part in a larger enterprise technology infrastructure, which may contain proprietary applications comingled with vendor solutions.... read more
Contributor: Jennifer Valdez
Mobile technology has evolved to become one of the most widely deployed innovations in modern history. And, with the proliferation of mobile applications, consumers have a very high expectation of what their user experience should be like. Not all mobile solutions are alike, and not all are good, as most of us can attest. In order to help firms be successful with their mobile strategy, there are seven best practices from an application design perspective that can help make mobile initiatives a success.... read more
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