Davies corporate actions expert reflects on the key challenges within the corporate action environment, with a focus on risk and the role technology plays, citing recent examples of losses firms have faced with either legacy technology processes, or geographically dispersed processes that require manual intervention and the associated controls needed to manage those processes.
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Director
Banking & Markets
The wealth management industry has performed well over the last 20 years, weathering market shocks, financial crises plus countless regulatory and fiscal changes. But now, without an unprecedented evolution, the future looks challenging.
We are at the start of a surge in digitalisation in client communication
In a recent survey conducted by Knadel, it came as no surprise to hear that more and more of you are choosing to outsource business functions, but what was surprising was the extent of the outsourcing that is being undertaken