White Paper Archive - Davies

White Papers

Banking & Markets

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.

Banking & Markets

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.

Banking & Markets

Onboarding and Offboarding: Service Offering

Onboarding and Offboarding of complex Custody, Middle Office, Fund Accounting, and Transfer Agency clients

Banking & Markets

Lighting a Torch: CCP Margin Transparency and Responsiveness

CCP Margin Transparency and Responsiveness

Banking & Markets

CCP Resolution Planning – Why You Shouldn’t Learn to Sail in a Storm

Why You Shouldn't Learn to Sail in a Storm

Banking & Markets

KYC Managed Services

Risks, considerations and how to get it right