You are viewing all posts tagged with "Wealth Management"

Brad Mintun

product management, SunGard’s wealth management business

8
May
2012

Do more with less: A study in process optimization

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

Scott Hasken

product manager, SunGard’s Omni Data Validation Web

20
Apr
2012

Creating efficiency in payroll processing

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

Colin Day

vice president, SunGard’s banking business

11
Apr
2012

The temperature is rising in Asia

Contributor: Colin Day

So having spent three of the last four weeks in Shanghai, it was time for me to move on over the weekend. Following a 4 ½ hour flight, my flight touched down at Singapore’s Changi Airport Terminal 2, and at 7pm as the plane coasted to a halt the captain proudly announced the outside temperature was 86 degrees. This was nothing to the temperature that, unbeknown to me would be felt inside the baggage reclaim hall.... read more

Mark Gialo

senior manager, SunGard Global Services

29
Mar
2012

Introducing new solutions into your firm requires a clear understanding of integration

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

Jennifer Valdez

senior vice president, SunGard’s wealth management business

27
Mar
2012

Best practices for designing mobile solutions

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