Insights and resources

Xceptor and AI's impact on Account Onboarding, Confirmation Matching and Tax Management

Operational efficiencies are the top strategic priority for firms in 2024 - read our key takeaways from InvestOps 2024.

Energy market participants must accelerate their use of automation and technology to meet the challenges of a growing, more complex trading environmen...

Now we know - T+1 is happening. What’s less clear, and where debate is raging, is whether the UK should align more closely with the US and implement ...

As 2024 approaches, we wanted to understand the state of data automation in middle and back offices. Here are some interesting statistics we uncovered...

As 2023 draws to a close, we look towards a new year that will continue the transformation of financial services, driven by technological innovation a...

Without data automation, Capital Markets firms will continue to deal with slow, inefficient processes and the never-ending remediation of errors due t...

As the dust settles on Sibos 2023, I look back at the deliberations including the prospect of a frictionless T+1 settlement ecosystem, the role of AI ...

Funds Europe has sought insights from some of the speakers at Sibos 2023 including our very own John Bevil.

John Bevil shares his thoughts on how technology can help businesses achieve their T+1 targets with A-Team Insight.

The automated capture, production and management of tax reclaims have transformed the tax reclaim process from income payment to credit of reclaims.

Replacing legacy tech with new automated systems is no easy feat as various challenges arise.

EUCs are essential to your operations. But they represent risk. Learn how to identify and manage EUC risks across your business.

Efficient and accurate reconciliations are critical for ensuring data consistency.

Clients are reporting that T+1 is front and centre of their Spring workload and, for many, 2023 is the year of implementation and refinement.

We look at what the future might look like for Withholding Tax reclaims and how firms can flex to meet the demands of a modern WHT landscape.

Reconciliation is essential to client satisfaction and data consistency, where multiple copies of the same trade data are maintained across firms.

We look at how firms can proactively ready themselves for the next transformational leap in processing and settlement cycles.

In the first instalment of our two-part on the world of withholding tax (WHT), we look at some of the key issues for WHT reclaims.

Our latest T+1 blog addresses the need to automate transaction management to meet intra-day trade settlement.

A major impact to capital markets infrastructures by moving to T+1 is the reduced time for remediating sub-optimal account onboarding and account and ...

The competent extraction and transformation of data while offering end-to-end automation of complex processes will be imperative in 2023.

Only a shift in mindset will bring about transformational change in reconciliations. Now is the time to make a difference to how the function operates...

Andrew Kouloumbrides, shares why trusted data is essential to making better decisions. Data-driven and customer-centric decision support should be the...

It’s time for Regulatory 2.0 – major regulators and international bodies are starting to step back and review their regulations, asking – why did we d...

The main drivers for digital transformation programmes should be differentiation and customer value. With this approach, greater cost reduction is ac...