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How to Measure and Monitor FMI Risk
For CCPs, there is an expectation that in extreme circumstances, default funds can be used, and there have been recent examples of this happening.
Automating Assurance – Helping a client automate their quality framework
A UK energy supplier asked us to provide analytical resource as they wanted to outsource the build of the automated quality framework in speech analytics
Learning without noticing: reaching the modern learner
Provide employees with opportunities to learn even when they don’t realise it
Blog
Mobilising the VCO: From setup to sustainability
How to Launch with Momentum and Build for the Long Term
Value in action: Case studies from the field
How Leading Organisations Used the VCO to Deliver Results
How to Build a Value Creation Office
From Concept to Capability – A Practical Blueprint
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White Papers
The Importance of Data in Client Lifecycle Management
Client Lifecycle Management (CLM) is the strategic approach to managing customer interactions and relationships throughout their entire journey with a company.
Mandatory U.S. Treasury Clearing Digital Brochure
Davies offers expert guidance to help firms assess their readiness, develop tailored playbooks, and implement the necessary changes. Whether you're just beginning your analysis or already planning your transition, now is the time to act.
Onboarding and Offboarding: Service Offering
Onboarding and Offboarding of complex Custody, Middle Office, Fund Accounting, and Transfer Agency clients