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Before you trust your mid- and back-office operations—including finance and accounting—to an outside provider, you must know who you’re dealing with and what to expect.

See how your potential partner measures up by asking the right questions (and listening for the right answers). This Q&A, “Ready to Choose a Transformation Partner?” can simplify your vetting process and get you on the road to a streamlined business model that maximizes growth potential.

Download Q&A Ready to Choose a Transformation Partner?

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Robust Corporate Governance is a Must
Demi Derem discusses the business challenges faced by the custodian and asset servicing communities.
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T+2 Readiness Assessment

DOWNLOAD THE WHITE PAPER

The settlement period for in-scope securities on the secondary market in the US & Canada will be shortened to two days come September 5 2017, and firms need to adapt their end-to-end STP process. Assessing T+2 readiness is one of the final phases of preparations for the compression of the trade cycle.

Benefits of an organized T+2 structure include:
  • Front to back accountability

  • Clear ownership for product & process delivery

  • Integrated planning

  • Timely escalation & resolution

Download our white paper to learn how your firm can prepare for the transition to T+2 settlement.



INFOGRAPHIC
The Promise of Transformation
How asset management firms are managing increasing complexity and regulation.
Read More

T+2 Readiness Assessment

DOWNLOAD THE WHITE PAPER

The settlement period for in-scope securities on the secondary market in the US & Canada will be shortened to two days come September 5 2017, and firms need to adapt their end-to-end STP process. Assessing T+2 readiness is one of the final phases of preparations for the compression of the trade cycle.

Benefits of an organized T+2 structure include:
  • Front to back accountability

  • Clear ownership for product & process delivery

  • Integrated planning

  • Timely escalation & resolution

Download our white paper to learn how your firm can prepare for the transition to T+2 settlement.



EXECUTIVE BRIEF
5 Considerations to Build a Future-Ready Business Model
How operations executives can help ensure successful business growth and development.
Read More

T+2 Readiness Assessment

DOWNLOAD THE WHITE PAPER

The settlement period for in-scope securities on the secondary market in the US & Canada will be shortened to two days come September 5 2017, and firms need to adapt their end-to-end STP process. Assessing T+2 readiness is one of the final phases of preparations for the compression of the trade cycle.

Benefits of an organized T+2 structure include:
  • Front to back accountability

  • Clear ownership for product & process delivery

  • Integrated planning

  • Timely escalation & resolution

Download our white paper to learn how your firm can prepare for the transition to T+2 settlement.



CHECKLIST
10 Ways to Know if Your Firm is Ready to Modernize
The first step on this journey requires the ability to assess the type of business transformation necessary to help the firm meet its operational and financial goals.
Read More

T+2 Readiness Assessment

DOWNLOAD THE WHITE PAPER

The settlement period for in-scope securities on the secondary market in the US & Canada will be shortened to two days come September 5 2017, and firms need to adapt their end-to-end STP process. Assessing T+2 readiness is one of the final phases of preparations for the compression of the trade cycle.

Benefits of an organized T+2 structure include:
  • Front to back accountability

  • Clear ownership for product & process delivery

  • Integrated planning

  • Timely escalation & resolution

Download our white paper to learn how your firm can prepare for the transition to T+2 settlement.



WHITEPAPER
Enhanced Alpha from Operational Efficiency
Execute more intelligent risk, trading and portfolio management solutions.
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